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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
FDW
2151
Fourth Dimension Wealth
Ohio
$11.4K
MLA
2152
MB, Levis & Associates
Pennsylvania
$11.4K
PCFFS
2153
Pacific Center for Financial Services
California
$11.4K
STB
2154
S&T Bank
Pennsylvania
$11.4K
RWM
2155
Rialto Wealth Management
New York
$10.9K
BFS
2156
Bare Financial Services
Pennsylvania
$10.9K
HWM
2157
HighMark Wealth Management
Minnesota
$10.9K
DCM
2158
Davidson Capital Management
Texas
$9.78K
BHWM
2159
Beaird Harris Wealth Management
Texas
$9.78K
TH
2160
TCTC Holdings
Texas
$9.78K
IA
2161
IFS Advisors
Kansas
$9.78K
FGC
2162
Financial Gravity Companies
Texas
$9.78K
MAFA
2163
MJT & Associates Financial Advisory
Minnesota
$9.24K
OC
2164
Oakworth Capital
Alabama
$8.7K
CIA
2165
Cape Investment Advisory
Georgia
$8.7K
BGAI
2166
Bruce G. Allen Investments
Colorado
$8.7K
NEWAS
2167
N.E.W. Advisory Services
Wisconsin
$8.7K
WA
2168
WestEnd Advisors
North Carolina
$8.7K
FNWA
2169
Financial Network Wealth Advisors
Utah
$8.7K
PWMG
2170
Private Wealth Management Group
New Jersey
$8.15K
DWS
2171
Dynamic Wealth Strategies
California
$8.15K
PP
2172
Pingora Partners
Wyoming
$8.15K
PWA
2173
Principia Wealth Advisory
Texas
$8.15K
CW
2174
Curio Wealth
Maryland
$8.15K
CTB
2175
Country Trust Bank
Illinois
$8.15K