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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
M
2026
MOTCO
Texas
$7.16K
IW
2027
Imprint Wealth
South Carolina
$7.16K
PWMG
2028
Private Wealth Management Group
New Jersey
$6.71K
HWM
2029
HighMark Wealth Management
Minnesota
$6.71K
DWS
2030
Dynamic Wealth Strategies
California
$6.71K
PP
2031
Pingora Partners
Wyoming
$6.71K
DPW
2032
DiNuzzo Private Wealth
Pennsylvania
$6.63K
PP
2033
Pacifica Partners
Canada
$6.57K
ACM
2034
Anfield Capital Management
California
$6.26K
LIM
2035
Longfellow Investment Management
Massachusetts
$6.26K
AIC
2036
Archer Investment Corporation
Indiana
$6.08K
NWM
2037
Nova Wealth Management
Florida
$5.99K
RWM
2038
Rialto Wealth Management
New York
$5.81K
CSC
2039
Caldwell Sutter Capital
California
$5.81K
MIM
2040
MTM Investment Management
South Carolina
$5.81K
LWMI
2041
Legacy Wealth Management (Idaho)
Idaho
$5.81K
NWMP
2042
Noble Wealth Management PBC
Colorado
$5.81K
JGIA
2043
Jackson Grant Investment Advisers
Connecticut
$5.37K
CAC
2044
Core Alternative Capital
Georgia
$5.37K
GWP
2045
Gen-Wealth Partners
Michigan
$5.37K
NFSG
2046
Newbridge Financial Services Group
Florida
$4.92K
PPA
2047
Painted Porch Advisors
California
$4.92K
HFS
2048
Horizon Financial Services
North Carolina
$4.92K
TCB
2049
Texas Capital Bancshares
Texas
$4.92K
WA
2050
WestEnd Advisors
North Carolina
$4.47K