ISRG icon

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
MBFW
2201
Morton Brown Family Wealth
Pennsylvania
$4.35K
AP
2202
Aspect Partners
Virginia
$4.35K
LFA
2203
LGT Financial Advisors
Texas
$4.35K
PCM
2204
Perritt Capital Management
Illinois
$3.8K
DFA
2205
DHJJ Financial Advisors
Illinois
$3.8K
PWM
2206
Parkworth Wealth Management
California
$3.8K
SRCM
2207
Signature Resources Capital Management
California
$3.8K
SC
2208
Swan Capital
Florida
$3.8K
TCM
2209
Tradewinds Capital Management
Washington
$3.8K
BHWM
2210
Bay Harbor Wealth Management
Maryland
$3.8K
BOJHT
2211
Bank of Jackson Hole Trust
Wyoming
$3.26K
BSB
2212
Bangor Savings Bank
Maine
$3.26K
PS
2213
PayPay Securities
Japan
$2.72K
MWM
2214
Mascoma Wealth Management
New Hampshire
$2.72K
GFL
2215
Granite FO LLC
New Hampshire
$2.17K
CWM
2216
Copia Wealth Management
Oregon
$2.17K
SC
2217
Stephens Consulting
Michigan
$2.17K
CTWM
2218
Cherry Tree Wealth Management
Minnesota
$1.63K
RPA
2219
Redwood Park Advisors
California
$1.63K
GWSA
2220
Global Wealth Strategies & Associates
Colorado
$1.63K
ACM
2221
Accent Capital Management
Ohio
$1.63K
M
2222
MOTCO
Texas
$1.44K
PA
2223
Pineridge Advisors
Missouri
$1.09K
HIA
2224
HFM Investment Advisors
New Jersey
$1.09K
WTFG
2225
Wood Tarver Financial Group
Idaho
$1K