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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
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
CWA
2251
Canvas Wealth Advisors
Kansas
MCM
2252
Monument Capital Management
Virginia
CWA
2253
Consilio Wealth Advisors
Washington
SFP
2254
Sandbox Financial Partners
Maryland
BSSFA
2255
Baron Silver Stevens Financial Advisors
Florida
MWM
2256
Marion Wealth Management
Pennsylvania
VCM
2257
Vivaldi Capital Management
Illinois
BOPW
2258
Brandywine Oak Private Wealth
Pennsylvania
FOA
2259
Five Oceans Advisors
California
MWA
2260
Motive Wealth Advisors
Michigan
CMP
2261
Courage Miller Partners
Virginia
QPWM
2262
Quadrant Private Wealth Management
Pennsylvania
AWP
2263
Abacus Wealth Partners
California
MAC
2264
Mason & Associates (California)
California
GAA
2265
Green Alpha Advisors
Colorado
PCS
2266
Private Client Services
Kentucky
AA
2267
Auxano Advisors
Washington
SI
2268
Seeds Investor
New York
DIP
2269
Davis Investment Partners
North Carolina
MHWM
2270
Montz Harcus Wealth Management
Louisiana
LGG
2271
Luts & Greenleigh Group
Maryland
MC
2272
Matisse Capital
Oregon
EW
2273
Element Wealth
Mississippi
AFA
2274
Allium Financial Advisors
Oregon
MF
2275
Manchester Financial
California