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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 234 funds opening new positions, 929 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+57
Holders Change %
+2.71%
% 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
234
Increased
929
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 %
PP
2101
Pingora Partners
Wyoming
$7.43K
HCP
2102
Hexagon Capital Partners
Arkansas
$7.43K +$991 +2 +15%
DWS
2103
Dynamic Wealth Strategies
California
$7.43K +$7.43K +15 New
AAG
2104
Armstrong Advisory Group
Massachusetts
$7.31K
FPB
2105
First PREMIER Bank
South Dakota
$7K
ACM
2106
Anfield Capital Management
California
$6.93K -$1.62M -3,276 -100%
NMG
2107
New Millennium Group
Utah
$6.93K
DPW
2108
DiNuzzo Private Wealth
Pennsylvania
$6.93K
LWMI
2109
Legacy Wealth Management (Idaho)
Idaho
$6.44K -$7.43K -15 -54%
NWMP
2110
Noble Wealth Management PBC
Colorado
$6.44K
WA
2111
WestEnd Advisors
North Carolina
$6.44K +$3.96K +8 +160%
CAC
2112
Core Alternative Capital
Georgia
$5.94K -$10.4K -21 -64%
PPA
2113
Painted Porch Advisors
California
$5.94K -$991 -2 -14%
GWP
2114
Gen-Wealth Partners
Michigan
$5.94K
JGIA
2115
Jackson Grant Investment Advisers
Connecticut
$5.94K
WSC
2116
Wellington Shields & Co
New York
$5.45K
GWSA
2117
Global Wealth Strategies & Associates
Colorado
$5.45K +$3.96K +8 +267%
IHWM
2118
Iron Horse Wealth Management
Iowa
$5.45K +$5.45K +11 New
WW
2119
Winnow Wealth
Texas
$5.34K +$1.46K +3 +38%
OWP
2120
ORG Wealth Partners
Texas
$4.95K -$89.2K -180 -95%
LIM
2121
Longfellow Investment Management
Massachusetts
$4.95K
TCPG
2122
Trivant Custom Portfolio Group
California
$4.95K +$4.95K +10 New
PWA
2123
Principia Wealth Advisory
Texas
$4.71K +$523 +1 +13%
WIM
2124
Westside Investment Management
California
$4.47K
API
2125
Asset Planning Inc
California
$4.46K