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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2226
EPG Wealth Management
Georgia
-$370K -681 Closed
CT
2227
ClearAlpha Technologies
Connecticut
-$367K -676 Closed
TCOO
2228
Trust Company of Oklahoma
Oklahoma
-$363K -668 Closed
MM
2229
MQS Management
New York
-$354K -651 Closed
IA
2230
Integrity Alliance
Iowa
-$353K -650 Closed
HAS
2231
HBW Advisory Services
California
-$349K -642 Closed
FIM
2232
FWL Investment Management
Texas
-$346K -636 Closed
TAM
2233
Titleist Asset Management
Texas
-$345K -635 Closed
SC
2234
Saturna Capital
Washington
-$339K -623 Closed
PAG
2235
Private Advisory Group
Washington
-$338K -622 Closed
CPRC
2236
Consolidated Portfolio Review Corp
New York
-$328K -603 Closed
PWM
2237
Pines Wealth Management
North Carolina
-$328K -603 Closed
Alyeska Investment Group
2238
Alyeska Investment Group
Illinois
-$318K -585 Closed
SIM
2239
Stratos Investment Management
Ohio
-$306K -564 Closed
RP
2240
Rice Partnership
Hawaii
-$298K -549 Closed
IFU
2241
iSAM Funds (UK)
United Kingdom
-$293K -539 Closed
WFA
2242
Wellspring Financial Advisors
Ohio
-$292K -537 Closed
SIC
2243
SFE Investment Counsel
California
-$286K -527 Closed
MPM
2244
MBB Public Markets
Illinois
-$285K -525 Closed
DWG
2245
Darden Wealth Group
Michigan
-$277K -510 Closed
FG
2246
Foster Group
Iowa
-$276K -508 Closed
FFA
2247
Fi3 Financial Advisors
Indiana
-$273K -502 Closed
CWIG
2248
Chung Wu Investment Group
Texas
-$272K -500 Closed
MWM
2249
MinichMacGregor Wealth Management
New York
-$271K -498 Closed
GFA
2250
Gallagher Fiduciary Advisors
Illinois
-$263K -484 Closed