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Intuitive Surgical

2,161 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, 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
2,161
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
PWA
2126
Principia Wealth Advisory
Texas
$4.71K
WIM
2127
Westside Investment Management
California
$4.47K
CWA
2128
Carolina Wealth Advisors
South Carolina
$4.46K
API
2129
Asset Planning Inc
California
$4.46K
TCM
2130
TruNorth Capital Management
Michigan
$4.46K
BHWM
2131
Beaird Harris Wealth Management
Texas
$3.96K
MBFW
2132
Morton Brown Family Wealth
Pennsylvania
$3.96K
AP
2133
Aspect Partners
Virginia
$3.47K
PCM
2134
Perritt Capital Management
Illinois
$3.47K
PS
2135
PayPay Securities
Japan
$3.02K
T
2136
TOBAM
France
$3K
FMTCOCP
2137
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
M
2138
MOTCO
Texas
$2.97K
BSB
2139
Bangor Savings Bank
Maine
$2.97K
RJA
2140
Ross\Johnson & Associates
Minnesota
$2.97K
MWM
2141
Mascoma Wealth Management
New Hampshire
$2.48K
WAG
2142
Wiser Advisor Group
Arizona
$2.48K
GFL
2143
Granite FO LLC
New Hampshire
$1.98K
BHWM
2144
Bay Harbor Wealth Management
Maryland
$1.98K
RPA
2145
Redwood Park Advisors
California
$1.49K
BFS
2146
Bare Financial Services
Pennsylvania
$1.49K
ACM
2147
Accent Capital Management
Ohio
$1.49K
BMC
2148
Bear Mountain Capital
Washington
$1.03K
PA
2149
Pineridge Advisors
Missouri
$991
CIAM
2150
Caitong International Asset Management
Hong Kong
$991