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Intuitive Surgical

2,242 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, 1,022 increasing their positions, 698 reducing their positions, and 111 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:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
W
2126
WealthCollab
Washington
$23.4K
SA
2127
Scarborough Advisors
Maryland
$23.4K
SL
2128
Salomon & Ludwin
Virginia
$23.2K
BI
2129
Binnacle Investments
Iowa
$22.8K
HFS
2130
Hughes Financial Services
Virginia
$22.3K
IWM
2131
IMG Wealth Management
Florida
$22.3K
GC
2132
GFG Capital
Florida
$21.2K
HIW
2133
Holos Integrated Wealth
Pennsylvania
$21.2K
SIC
2134
SJS Investment Consulting
Ohio
$20.7K
RF
2135
Roxbury Financial
New Jersey
$20.6K
SWA
2136
SOA Wealth Advisors
New York
$20.1K
RBC
2137
Roble Belko & Company
Pennsylvania
$20K
BC
2138
Barrett & Company
Rhode Island
$19.6K
SWIM
2139
Smallwood Wealth Investment Management
New Jersey
$19.6K
MSWA
2140
Marshall & Sterling Wealth Advisors
New York
$19.6K
1IA
2141
1620 Investment Advisors
Massachusetts
$18.7K
SIS
2142
Sound Income Strategies
Florida
$18.5K
HNW
2143
High Note Wealth
Minnesota
$17.9K
DRS
2144
Deane Retirement Strategies
Louisiana
$16.8K
CT
2145
Coastline Trust
Rhode Island
$16.3K
FW
2146
Fairway Wealth
Ohio
$16.3K
CMA
2147
Cedar Mountain Advisors
Oregon
$16.3K
DI
2148
DAGCO Inc
Ohio
$16.3K
PCM
2149
Penserra Capital Management
California
$16K
JFG
2150
JDM Financial Group
Texas
$15.8K