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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
IW
2051
Imprint Wealth
South Carolina
$7.16K +$7.68K +16 New
PWMG
2052
Private Wealth Management Group
New Jersey
$6.71K
EP
2053
Essential Partners
California
$6.71K -$12.5K -26 -63%
HWM
2054
HighMark Wealth Management
Minnesota
$6.71K -$2.4K -5 -25%
DWS
2055
Dynamic Wealth Strategies
California
$6.71K
PP
2056
Pingora Partners
Wyoming
$6.71K
DPW
2057
DiNuzzo Private Wealth
Pennsylvania
$6.63K
PP
2058
Pacifica Partners
Canada
$6.57K +$7.2K +15 New
PWA
2059
Principia Wealth Advisory
Texas
$6.26K -$480 -1 -7%
ACM
2060
Anfield Capital Management
California
$6.26K
LIM
2061
Longfellow Investment Management
Massachusetts
$6.26K +$1.92K +4 +40%
AIC
2062
Archer Investment Corporation
Indiana
$6.08K
NWM
2063
Nova Wealth Management
Florida
$5.99K
RWM
2064
Rialto Wealth Management
New York
$5.81K -$3.36K -7 -35%
CSC
2065
Caldwell Sutter Capital
California
$5.81K
LWMI
2066
Legacy Wealth Management (Idaho)
Idaho
$5.81K
MIM
2067
MTM Investment Management
South Carolina
$5.81K
NWMP
2068
Noble Wealth Management PBC
Colorado
$5.81K +$6.24K +13 New
CAC
2069
Core Alternative Capital
Georgia
$5.37K
GWP
2070
Gen-Wealth Partners
Michigan
$5.37K
JGIA
2071
Jackson Grant Investment Advisers
Connecticut
$5.37K
NFSG
2072
Newbridge Financial Services Group
Florida
$4.92K -$24.5K -51 -82%
PPA
2073
Painted Porch Advisors
California
$4.92K
HFS
2074
Horizon Financial Services
North Carolina
$4.92K +$4.8K +10 +1,000%
TCB
2075
Texas Capital Bancshares
Texas
$4.92K +$5.28K +11 New