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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
AIC
2201
Archer Investment Corporation
Indiana
$7.39K
NWM
2202
Nova Wealth Management
Florida
$7.28K
LWMI
2203
Legacy Wealth Management (Idaho)
Idaho
$7.07K
LIS
2204
Legacy Investment Solutions
Idaho
$7.07K
CSC
2205
Caldwell Sutter Capital
California
$7.06K
MIM
2206
MTM Investment Management
South Carolina
$7.06K
JGIA
2207
Jackson Grant Investment Advisers
Connecticut
$6.52K
CAC
2208
Core Alternative Capital
Georgia
$6.52K
GWP
2209
Gen-Wealth Partners
Michigan
$6.52K
PPA
2210
Painted Porch Advisors
California
$5.98K
WSC
2211
Wellington Shields & Co
New York
$5.98K
IHWM
2212
Iron Horse Wealth Management
Iowa
$5.98K
LIM
2213
Longfellow Investment Management
Massachusetts
$5.43K
DF
2214
DecisionPoint Financial
Arizona
$5.38K
API
2215
Asset Planning Inc
California
$4.89K
CWA
2216
Carolina Wealth Advisors
South Carolina
$4.89K
RFG
2217
REAP Financial Group
Texas
$4.35K
PSFG
2218
Park Square Financial Group
Georgia
$4.35K
MBFW
2219
Morton Brown Family Wealth
Pennsylvania
$4.35K
AP
2220
Aspect Partners
Virginia
$4.35K
LFA
2221
LGT Financial Advisors
Texas
$4.35K
PCM
2222
Perritt Capital Management
Illinois
$3.8K
PWM
2223
Parkworth Wealth Management
California
$3.8K
DFA
2224
DHJJ Financial Advisors
Illinois
$3.8K
SRCM
2225
Signature Resources Capital Management
California
$3.8K