ISRG icon

Intuitive Surgical

2,242 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,022 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
2051
Foster Dykema Cabot & Partners
Massachusetts
$79.9K
CTA
2052
Colonial Trust Advisors
South Carolina
$79.9K
TWD
2053
True Wealth Design
Ohio
$78.5K
BBPWM
2054
Blue Bell Private Wealth Management
Pennsylvania
$78.3K
VWM
2055
Vermillion Wealth Management
Minnesota
$77.7K
QL
2056
Quarry LP
New York
$76.1K
S
2057
Sachetta
Massachusetts
$73.9K
SA
2058
SRH Advisors
Kansas
$73.4K
WIM
2059
Westside Investment Management
California
$71.6K
OAJ
2060
Ogorek Anthony Joseph
New York
$71K
VWA
2061
VSM Wealth Advisory
Maryland
$70.1K
CAL
2062
Capital Advisors Ltd
Ohio
$69K
BAM
2063
Byrne Asset Management
New Jersey
$67.4K
FA
2064
Financial Avengers
California
$65.2K
PW
2065
Pandora Wealth
Illinois
$65.2K
PP
2066
PrairieView Partners
Minnesota
$65K
SOW
2067
State of Wyoming
Wyoming
$62.5K
DCM
2068
Disciplina Capital Management
Tennessee
$61.9K
CIAS
2069
CBIZ Investment Advisory Services
Ohio
$61.9K
LFASL
2070
Lugano Financial Advisors SA (LFA)
Switzerland
$61.9K
MFC
2071
Mechanics Financial Corp
Ohio
$60.9K
GIA
2072
GHP Investment Advisors
Colorado
$60.3K
MAS
2073
MPWM Advisory Solutions
Georgia
$59.8K
BWM
2074
Bernard Wealth Management
Michigan
$58.7K
UCB
2075
United Community Bank
South Carolina
$57.1K