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Intuitive Surgical

2,161 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
2226
Linscomb Wealth
Texas
WEG
2227
World Equity Group
Illinois
BMM
2228
Buffington Mohr McNeal
Idaho
AC
2229
AXQ Capital
New Jersey
BCM
2230
Barometer Capital Management
Ontario, Canada
LAM
2231
Longboard Asset Management
Arizona
NWWA
2232
New Wave Wealth Advisors
Arkansas
VI
2233
Versor Investments
New York
GFA
2234
Gallagher Fiduciary Advisors
Illinois
MCWA
2235
Meadow Creek Wealth Advisors
Georgia
TWP
2236
Triad Wealth Partners
Kansas
OF
2237
Optimize Financial
California
TIA
2238
Trust Investment Advisors
Indiana
AIA
2239
Angeles Investment Advisors
California
WCM
2240
Weik Capital Management
Pennsylvania
OWA
2241
Outlook Wealth Advisors
Texas
SMC
2242
Smith, Moore & Co
Missouri
BCA
2243
Bay Colony Advisors
Massachusetts
CIP
2244
Convergence Investment Partners
Florida
FPCP
2245
Fort Point Capital Partners
California
TA
2246
TruWealth Advisors
Louisiana
SGI
2247
Summit Global Investments
Utah
NAS
2248
NWF Advisory Services
California
SIM
2249
Stratos Investment Management
Ohio
MW
2250
MBL Wealth
North Carolina