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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STB
2101
S&T Bank
Pennsylvania
$7.92K
FAM
2102
Flaharty Asset Management
Florida
$7.92K
NEWAS
2103
N.E.W. Advisory Services
Wisconsin
$7.92K
CW
2104
Curio Wealth
Maryland
$7.83K
PWMG
2105
Private Wealth Management Group
New Jersey
$7.43K
PP
2106
Pingora Partners
Wyoming
$7.43K
HCP
2107
Hexagon Capital Partners
Arkansas
$7.43K
DWS
2108
Dynamic Wealth Strategies
California
$7.43K
AAG
2109
Armstrong Advisory Group
Massachusetts
$7.31K
FPB
2110
First PREMIER Bank
South Dakota
$7K
ACM
2111
Anfield Capital Management
California
$6.93K
DPW
2112
DiNuzzo Private Wealth
Pennsylvania
$6.93K
NMG
2113
New Millennium Group
Utah
$6.93K
LWMI
2114
Legacy Wealth Management (Idaho)
Idaho
$6.44K
NWMP
2115
Noble Wealth Management PBC
Colorado
$6.44K
WA
2116
WestEnd Advisors
North Carolina
$6.44K
CAC
2117
Core Alternative Capital
Georgia
$5.94K
PPA
2118
Painted Porch Advisors
California
$5.94K
JGIA
2119
Jackson Grant Investment Advisers
Connecticut
$5.94K
GWP
2120
Gen-Wealth Partners
Michigan
$5.94K
WSC
2121
Wellington Shields & Co
New York
$5.45K
GWSA
2122
Global Wealth Strategies & Associates
Colorado
$5.45K
IHWM
2123
Iron Horse Wealth Management
Iowa
$5.45K
WW
2124
Winnow Wealth
Texas
$5.34K
OWP
2125
ORG Wealth Partners
Texas
$4.95K