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Intuitive Surgical

2,086 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 837 increasing their positions, 801 reducing their positions, and 267 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 267

Holders
2,086
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
MWM
2226
MinichMacGregor Wealth Management
New York
GFA
2227
Gallagher Fiduciary Advisors
Illinois
PL
2228
Plancorp LLC
Missouri
TCM
2229
TABR Capital Management
California
HIIFS
2230
Harel Insurance Investments & Financial Services
Israel
SWM
2231
Sagace Wealth Management
Florida
GPW
2232
Genesis Private Wealth
Virginia
PIN
2233
Prudent Investors Network
California
SIMG
2234
Stephens Investment Management Group
Texas
S
2235
Sunpointe
Missouri
CG
2236
CFO4Life Group
Texas
RWM
2237
Reston Wealth Management
Virginia
JC
2238
JB Capital
Connecticut
CWA
2239
Canvas Wealth Advisors
Kansas
MCM
2240
Monument Capital Management
Virginia
CWA
2241
Consilio Wealth Advisors
Washington
BSSFA
2242
Baron Silver Stevens Financial Advisors
Florida
SFP
2243
Sandbox Financial Partners
Maryland
VCM
2244
Vivaldi Capital Management
Illinois
MWM
2245
Marion Wealth Management
Pennsylvania
BOPW
2246
Brandywine Oak Private Wealth
Pennsylvania
FOA
2247
Five Oceans Advisors
California
MWA
2248
Motive Wealth Advisors
Michigan
CMP
2249
Courage Miller Partners
Virginia
QPWM
2250
Quadrant Private Wealth Management
Pennsylvania