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Intuitive Surgical

2,230 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, 699 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
2,230
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
RBC
2126
Roble Belko & Company
Pennsylvania
$20K
SWIM
2127
Smallwood Wealth Investment Management
New Jersey
$19.6K
MSWA
2128
Marshall & Sterling Wealth Advisors
New York
$19.6K
BC
2129
Barrett & Company
Rhode Island
$19.6K
1IA
2130
1620 Investment Advisors
Massachusetts
$18.7K
SIS
2131
Sound Income Strategies
Florida
$18.5K
HNW
2132
High Note Wealth
Minnesota
$17.9K
DRS
2133
Deane Retirement Strategies
Louisiana
$16.8K
FW
2134
Fairway Wealth
Ohio
$16.3K
CT
2135
Coastline Trust
Rhode Island
$16.3K
CMA
2136
Cedar Mountain Advisors
Oregon
$16.3K
DI
2137
DAGCO Inc
Ohio
$16.3K
PCM
2138
Penserra Capital Management
California
$16K
JFG
2139
JDM Financial Group
Texas
$15.8K
WCM
2140
WealthTrak Capital Management
Virginia
$15.8K
OW
2141
Olistico Wealth
Oklahoma
$15.2K
PSB
2142
Piscataqua Savings Bank
New Hampshire
$15.2K
AIM
2143
Access Investment Management
Georgia
$14.1K
VWA
2144
Valued Wealth Advisors
Utah
$13.6K
GGI
2145
Godsey & Gibb Inc
Virginia
$13.6K
PFSC
2146
Peoples Financial Services Corp
Pennsylvania
$13.6K
BFS
2147
Burkett Financial Services
South Carolina
$13K
KGP
2148
Keystone Global Partners
Colorado
$12.5K
CMP
2149
Coston McIsaac & Partners
Maine
$12K
FFC
2150
First Financial Corp
Indiana
$12K