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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, 1,019 increasing their positions, 702 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:

1.2% more ownership

Funds ownership: 83.07%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
WCM
2151
WealthTrak Capital Management
Virginia
$15.8K
OW
2152
Olistico Wealth
Oklahoma
$15.2K
PSB
2153
Piscataqua Savings Bank
New Hampshire
$15.2K
AIM
2154
Access Investment Management
Georgia
$14.1K
VWA
2155
Valued Wealth Advisors
Utah
$13.6K
GGI
2156
Godsey & Gibb Inc
Virginia
$13.6K
PFSC
2157
Peoples Financial Services Corp
Pennsylvania
$13.6K
BFS
2158
Burkett Financial Services
South Carolina
$13K
BC
2159
Broadwater Capital
Massachusetts
$12.9K
KGP
2160
Keystone Global Partners
Colorado
$12.5K
CMP
2161
Coston McIsaac & Partners
Maine
$12K
FFC
2162
First Financial Corp
Indiana
$12K
Q1WB
2163
Quest 10 Wealth Builders
Virginia
$11.9K
FDW
2164
Fourth Dimension Wealth
Ohio
$11.4K
PCFFS
2165
Pacific Center for Financial Services
California
$11.4K
MLA
2166
MB, Levis & Associates
Pennsylvania
$11.4K
STB
2167
S&T Bank
Pennsylvania
$11.4K
RWM
2168
Rialto Wealth Management
New York
$10.9K
BFS
2169
Bare Financial Services
Pennsylvania
$10.9K
HWM
2170
HighMark Wealth Management
Minnesota
$10.9K
DCM
2171
Davidson Capital Management
Texas
$9.78K
BHWM
2172
Beaird Harris Wealth Management
Texas
$9.78K
IA
2173
IFS Advisors
Kansas
$9.78K
TH
2174
TCTC Holdings
Texas
$9.78K
FGC
2175
Financial Gravity Companies
Texas
$9.78K