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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
LGA
2176
Lebenthal Global Advisors
New York
-$1.54M -2,827 Closed
IIA
2177
IPG Investment Advisors
California
-$1.45M -2,669 Closed
SC
2178
Stance Capital
Massachusetts
-$1.37M -2,524 Closed
RIA
2179
Realta Investment Advisors
Delaware
-$1.28M -2,352 Closed
SIG
2180
Sargent Investment Group
Maryland
-$1.09M -2,290 Closed
SFC
2181
SYM Financial Corp
Indiana
-$1.24M -2,288 Closed
PCP
2182
Proficio Capital Partners
Massachusetts
-$1.21M -2,235 Closed
OFS
2183
OneAscent Financial Services
Alabama
-$1.16M -2,156 Closed
ARG
2184
Advisory Resource Group
Oklahoma
-$1.11M -2,050 Closed
TSS
2185
Two Sigma Securities
New York
-$1.11M -2,036 Closed
FIM
2186
Freedom Investment Management
Connecticut
-$1M -1,849 Closed
CWA
2187
Consilium Wealth Advisory
Texas
-$975K -1,794 Closed
MFS
2188
Monetta Financial Services
Illinois
-$924K -1,700 Closed
SCM
2189
Stevens Capital Management
Pennsylvania
-$912K -1,679 Closed
T
2190
Tableaux
Massachusetts
-$910K -1,675 Closed
ICCON
2191
Investment Counsel Company of Nevada
Nevada
-$882K -1,624 Closed
TCM
2192
Teza Capital Management
Illinois
-$858K -1,578 Closed
FNBOH
2193
First National Bank of Hutchinson
Kansas
-$792K -1,458 Closed
SP
2194
SWS Partners
Ohio
-$760K -1,399 Closed
IC
2195
Iconiq Capital
California
-$758K -1,395 Closed
LJCM
2196
Lee Johnson Capital Management
Texas
-$747K -1,375 Closed
GGS
2197
Galvin Gaustad & Stein
Arizona
-$717K -1,319 Closed
AIP
2198
Almanack Investment Partners
Pennsylvania
-$713K -1,313 Closed
Westfield Capital Management
2199
Westfield Capital Management
Massachusetts
-$696K -1,280 Closed
CP
2200
Clarendon Private
Massachusetts
-$659K -1,212 Closed