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Intuitive Surgical

2,070 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 829 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,070
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
FWM
2251
Focused Wealth Management
New York
RSWA
2252
Robinson Smith Wealth Advisors
Maine
FPGK
2253
Financial Partners Group (Kansas)
Kansas
WJA
2254
Willis Johnson & Associates
Texas
WCM
2255
Weik Capital Management
Pennsylvania
PWAC
2256
Private Wealth Advisors (California)
California
3IP
2257
3Chopt Investment Partners
Virginia
HCM
2258
Hudson Capital Management
New Jersey
EAM
2259
Everstar Asset Management
North Carolina
PCH
2260
PGIM Custom Harvest
New Jersey
KCM
2261
Kanawha Capital Management
Virginia
1WM
2262
1900 Wealth Management
Texas
CIC
2263
Crawford Investment Counsel
Georgia
SNBOSD
2264
Security National Bank of So Dak
Iowa
GP
2265
Greenline Partners
New York
GC
2266
Giverny Capital
Quebec, Canada
BCM
2267
Buckhead Capital Management
Georgia
WPP
2268
Whalerock Point Partners
Rhode Island
LNB
2269
Ledyard National Bank
CA
2270
Calton & Associates
Florida
MWA
2271
Midland Wealth Advisors
Illinois
PM
2272
Pembroke Management
Quebec, Canada
GCA
2273
Gradient Capital Advisors
California
OWA
2274
Outlook Wealth Advisors
Texas
OFW
2275
Omnia Family Wealth
Florida