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Intuitive Surgical

2,248 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,025 increasing their positions, 700 reducing their positions, and 112 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:

1.2% more ownership

Funds ownership: 83.15%84.34% (+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
2,248
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
CT
2151
Coastline Trust
Rhode Island
$16.3K
FW
2152
Fairway Wealth
Ohio
$16.3K
CMA
2153
Cedar Mountain Advisors
Oregon
$16.3K
DI
2154
DAGCO Inc
Ohio
$16.3K
PCM
2155
Penserra Capital Management
California
$16K
JFG
2156
JDM Financial Group
Texas
$15.8K
WCM
2157
WealthTrak Capital Management
Virginia
$15.8K
OW
2158
Olistico Wealth
Oklahoma
$15.2K
PSB
2159
Piscataqua Savings Bank
New Hampshire
$15.2K
AIM
2160
Access Investment Management
Georgia
$14.1K
VWA
2161
Valued Wealth Advisors
Utah
$13.6K
GGI
2162
Godsey & Gibb Inc
Virginia
$13.6K
PFSC
2163
Peoples Financial Services Corp
Pennsylvania
$13.6K
BFS
2164
Burkett Financial Services
South Carolina
$13K
BC
2165
Broadwater Capital
Massachusetts
$12.9K
KGP
2166
Keystone Global Partners
Colorado
$12.5K
CMP
2167
Coston McIsaac & Partners
Maine
$12K
FFC
2168
First Financial Corp
Indiana
$12K
Q1WB
2169
Quest 10 Wealth Builders
Virginia
$11.9K
FDW
2170
Fourth Dimension Wealth
Ohio
$11.4K
PCFFS
2171
Pacific Center for Financial Services
California
$11.4K
MLA
2172
MB, Levis & Associates
Pennsylvania
$11.4K
STB
2173
S&T Bank
Pennsylvania
$11.4K
RWM
2174
Rialto Wealth Management
New York
$10.9K
BFS
2175
Bare Financial Services
Pennsylvania
$10.9K