ISRG icon

Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
2026
Fourth Dimension Wealth
Ohio
$9.39K
MLA
2027
MB, Levis & Associates
Pennsylvania
$9.39K
CCM
2028
Cloud Capital Management
Washington
$9K
CIA
2029
Cape Investment Advisory
Georgia
$8.5K
AAG
2030
Armstrong Advisory Group
Massachusetts
$8.5K
IA
2031
IFS Advisors
Kansas
$8.05K
TH
2032
TCTC Holdings
Texas
$8.05K
FGAM
2033
Financial Gravity Asset Management
Texas
$8.05K
MAFA
2034
MJT & Associates Financial Advisory
Minnesota
$7.6K
NMG
2035
New Millennium Group
Utah
$7.6K
OC
2036
Oakworth Capital
Alabama
$7.16K
NEWAS
2037
N.E.W. Advisory Services
Wisconsin
$7.16K
BGAI
2038
Bruce G. Allen Investments
Colorado
$7.16K
CTB
2039
Country Trust Bank
Illinois
$7.16K
M
2040
MOTCO
Texas
$7.16K
IW
2041
Imprint Wealth
South Carolina
$7.16K
PWMG
2042
Private Wealth Management Group
New Jersey
$6.71K
HWM
2043
HighMark Wealth Management
Minnesota
$6.71K
PP
2044
Pingora Partners
Wyoming
$6.71K
DWS
2045
Dynamic Wealth Strategies
California
$6.71K
DPW
2046
DiNuzzo Private Wealth
Pennsylvania
$6.63K
PP
2047
Pacifica Partners
Canada
$6.57K
PWA
2048
Principia Wealth Advisory
Texas
$6.26K
ACM
2049
Anfield Capital Management
California
$6.26K
LIM
2050
Longfellow Investment Management
Massachusetts
$6.26K