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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
VWA
2051
VSM Wealth Advisory
Maryland
$70.1K
CAL
2052
Capital Advisors Ltd
Ohio
$69K
BAM
2053
Byrne Asset Management
New Jersey
$67.4K
FA
2054
Financial Avengers
California
$65.2K
PW
2055
Pandora Wealth
Illinois
$65.2K
PP
2056
PrairieView Partners
Minnesota
$65K
SOW
2057
State of Wyoming
Wyoming
$62.5K
DCM
2058
Disciplina Capital Management
Tennessee
$61.9K
CIAS
2059
CBIZ Investment Advisory Services
Ohio
$61.9K
LFASL
2060
Lugano Financial Advisors SA (LFA)
Switzerland
$61.9K
MFC
2061
Mechanics Financial Corp
Ohio
$60.9K
GIA
2062
GHP Investment Advisors
Colorado
$60.3K
MAS
2063
MPWM Advisory Solutions
Georgia
$59.8K
BWM
2064
Bernard Wealth Management
Michigan
$58.7K
UCB
2065
United Community Bank
South Carolina
$57.1K
IMC
2066
Investment Management Corporation
Virginia
$56.5K
MCA
2067
Midwest Capital Advisors
Michigan
$56.5K
LWANC
2068
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K
MCA
2069
Maryland Capital Advisors
Maryland
$54.3K
TCM
2070
TD Capital Management
Tennessee
$54.3K
CPG
2071
Cornerstone Planning Group
New Jersey
$53.9K
ACA
2072
American Capital Advisory
Idaho
$53.8K
DMBA
2073
Deseret Mutual Benefit Administrators
Utah
$53.3K
AWM
2074
Activest Wealth Management
Florida
$50.1K
CWM
2075
Centricity Wealth Management
Ohio
$49.5K