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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
AIC
2051
Archer Investment Corporation
Indiana
$6.08K
NWM
2052
Nova Wealth Management
Florida
$5.99K
RWM
2053
Rialto Wealth Management
New York
$5.81K
CSC
2054
Caldwell Sutter Capital
California
$5.81K
MIM
2055
MTM Investment Management
South Carolina
$5.81K
LWMI
2056
Legacy Wealth Management (Idaho)
Idaho
$5.81K
NWMP
2057
Noble Wealth Management PBC
Colorado
$5.81K
JGIA
2058
Jackson Grant Investment Advisers
Connecticut
$5.37K
CAC
2059
Core Alternative Capital
Georgia
$5.37K
GWP
2060
Gen-Wealth Partners
Michigan
$5.37K
NFSG
2061
Newbridge Financial Services Group
Florida
$4.92K
PPA
2062
Painted Porch Advisors
California
$4.92K
HFS
2063
Horizon Financial Services
North Carolina
$4.92K
TCB
2064
Texas Capital Bancshares
Texas
$4.92K
WA
2065
WestEnd Advisors
North Carolina
$4.47K
CC
2066
Corsicana & Co
Texas
$4.47K
DF
2067
DecisionPoint Financial
Arizona
$4.38K
PS
2068
PayPay Securities
Japan
$4.25K
API
2069
Asset Planning Inc
California
$4.03K
BHWM
2070
Bay Harbor Wealth Management
Maryland
$4.03K
MWM
2071
Mascoma Wealth Management
New Hampshire
$4.03K
RBC
2072
Roble Belko & Company
Pennsylvania
$4K
NL
2073
NVWM LLC
Pennsylvania
$3.13K
AP
2074
Aspect Partners
Virginia
$3.13K
TCM
2075
Tradewinds Capital Management
Washington
$3.13K