ISRG icon

Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 930 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.32%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
930
Reduced
697
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SWIM
2051
Smallwood Wealth Investment Management
New Jersey
$17.8K +$17.8K +36 New
BDPWM
2052
Barnes Dennig Private Wealth Management
Ohio
$17.3K +$17.3K +35 New
1IA
2053
1620 Investment Advisors
Massachusetts
$17K -$7.51K -15 -31%
JFG
2054
JDM Financial Group
Texas
$16.8K
HNW
2055
High Note Wealth
Minnesota
$16.3K -$8.42K -17 -34%
MFA
2056
McClarren Financial Advisors
Pennsylvania
$16K
DRS
2057
Deane Retirement Strategies
Louisiana
$15.4K -$4.96M -10,019 -100%
RF
2058
Roxbury Financial
New Jersey
$14.9K +$14.9K +26 New
CT
2059
Coastline Trust
Rhode Island
$14.9K -$991 -2 -6%
PPA
2060
Pilgrim Partners Asia
Singapore
$14.9K
FW
2061
Fairway Wealth
Ohio
$14.9K +$14.9K +30 New
PCM
2062
Penserra Capital Management
California
$14K -$421K -903 -97%
OW
2063
Olistico Wealth
Oklahoma
$13.9K
SWA
2064
SOA Wealth Advisors
New York
$13.9K +$6.44K +13 +87%
VBA
2065
von Borstel & Associates
Oregon
$13K +$13K +27 New
OAJ
2066
Ogorek Anthony Joseph
New York
$13K +$13K +28 New
VWA
2067
Valued Wealth Advisors
Utah
$12.9K +$495 +1 +4%
GGI
2068
Godsey & Gibb Inc
Virginia
$12.4K
JAM
2069
JCIC Asset Management
Ontario, Canada
$12.4K
SIS
2070
Strategic Investment Solutions
Illinois
$12.4K
PFSC
2071
Peoples Financial Services Corp
Pennsylvania
$12.4K
BFS
2072
Burkett Financial Services
South Carolina
$11.9K
SIS
2073
Sound Income Strategies
Florida
$11.9K
BL
2074
BFSG LLC
California
$11.4K
RFG
2075
REAP Financial Group
Texas
$11.4K +$3.47K +7 +44%