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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
SAF
2251
Smith Anglin Financial
Texas
CG
2252
Corundum Group
Colorado
PCS
2253
Private Client Services
Kentucky
WPP
2254
Whalerock Point Partners
Rhode Island
KFS
2255
Kaizen Financial Strategies
California
PFA
2256
Petra Financial Advisors
Colorado
TI
2257
TTP Investments
California
DBIA
2258
Dumont & Blake Investment Advisors
New Jersey
BPAMU
2259
BTG Pactual Asset Management US
New York
SFP
2260
Sandbox Financial Partners
Maryland
PWP
2261
Perfromance Wealth Partners
Illinois
FMC
2262
First Merchants Corp
Indiana
BCP
2263
Blue Chip Partners
Michigan
ST
2264
Spinnaker Trust
Maine
BF
2265
Brucke Financial
Indiana
EFP
2266
EnRich Financial Partners
Wisconsin
VHAM
2267
Van Hulzen Asset Management
California
EBA
2268
Eagle Bay Advisors
New York
CAS
2269
Coppell Advisory Solutions
Texas
KI
2270
Kapitalo Investimentos
Brazil
CJ
2271
Caitlin John
Michigan
FF
2272
Friedenthal Financial
New Jersey
PCWA
2273
Pacific Capital Wealth Advisors
California
DRP
2274
Decker Retirement Planning
Utah
MCM
2275
MidAtlantic Capital Management
Virginia