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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
2201
First Dallas Securities
Texas
TBWA
2202
Three Bridge Wealth Advisors
California
LAM
2203
LECAP Asset Management
United Kingdom
GPW
2204
Gentry Private Wealth
Kansas
FAIM
2205
Financial Advocates Investment Management
Washington
SI
2206
Severin Investments
Missouri
GSC
2207
Ground Swell Capital
South Carolina
NWM
2208
Napa Wealth Management
California
FC
2209
Farringdon Capital
United Kingdom
CWP
2210
Capital Wealth Planning
Florida
TVM
2211
True Vision MN
Minnesota
LFG
2212
Lockerman Financial Group
California
DTL
2213
Dynamic Technology Lab
Singapore
LMKC
2214
L.M. Kohn & Company
Ohio
EWM
2215
EPG Wealth Management
Georgia
CT
2216
ClearAlpha Technologies
Connecticut
TCOO
2217
Trust Company of Oklahoma
Oklahoma
MM
2218
MQS Management
New York
IA
2219
Integrity Alliance
Iowa
HAS
2220
HBW Advisory Services
California
FIM
2221
FWL Investment Management
Texas
TAM
2222
Titleist Asset Management
Texas
SC
2223
Saturna Capital
Washington
PAG
2224
Private Advisory Group
Washington
PWM
2225
Pines Wealth Management
North Carolina