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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
2051
Fourth Dimension Wealth
Ohio
$20.8K
SMFG
2052
Sumitomo Mitsui Financial Group
Japan
$19.7K
RAM
2053
Riggs Asset Management
Pennsylvania
$18.8K
BC
2054
Barrett & Company
Rhode Island
$17.8K
MSWA
2055
Marshall & Sterling Wealth Advisors
New York
$17.8K
SWIM
2056
Smallwood Wealth Investment Management
New Jersey
$17.8K
BDPWM
2057
Barnes Dennig Private Wealth Management
Ohio
$17.3K
1IA
2058
1620 Investment Advisors
Massachusetts
$17K
JFG
2059
JDM Financial Group
Texas
$16.8K
HNW
2060
High Note Wealth
Minnesota
$16.3K
MFA
2061
McClarren Financial Advisors
Pennsylvania
$16K
DRS
2062
Deane Retirement Strategies
Louisiana
$15.4K
RF
2063
Roxbury Financial
New Jersey
$14.9K
CT
2064
Coastline Trust
Rhode Island
$14.9K
PPA
2065
Pilgrim Partners Asia
Singapore
$14.9K
FW
2066
Fairway Wealth
Ohio
$14.9K
PCM
2067
Penserra Capital Management
California
$14K
OW
2068
Olistico Wealth
Oklahoma
$13.9K
SWA
2069
SOA Wealth Advisors
New York
$13.9K
VBA
2070
von Borstel & Associates
Oregon
$13K
OAJ
2071
Ogorek Anthony Joseph
New York
$13K
VWA
2072
Valued Wealth Advisors
Utah
$12.9K
JAM
2073
JCIC Asset Management
Ontario, Canada
$12.4K
SIS
2074
Strategic Investment Solutions
Illinois
$12.4K
GGI
2075
Godsey & Gibb Inc
Virginia
$12.4K