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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
DBIA
2276
Dumont & Blake Investment Advisors
New Jersey
FFP
2277
FourThought Financial Partners
Florida
SMC
2278
Smith, Moore & Co
Missouri
BB
2279
Busey Bank
Illinois
TI
2280
TTP Investments
California
HR
2281
Hardy Reed
Mississippi
EFA
2282
Edge Financial Advisors
Illinois
PWP
2283
Precedent Wealth Partners
Texas
FA
2284
Fagan Associates
New York
NA
2285
Nautilus Advisors
California
SA
2286
Stewardship Advisors
Pennsylvania
LWL
2287
Leo Wealth LLC
Texas
MW
2288
MBL Wealth
North Carolina
SPWM
2289
Spartan Planning & Wealth Management
North Carolina
IPAM
2290
Investment Partners Asset Management
New Jersey
WAM
2291
Walker Asset Management
Missouri
OFG
2292
Omega Financial Group
California
WCA
2293
Westover Capital Advisors
Delaware
HCWM
2294
Hidden Cove Wealth Management
Washington
MIC
2295
Meridian Investment Counsel
California
KCM
2296
Kathmere Capital Management
Pennsylvania
WA
2297
Wealth Architects
California
RTC
2298
Real Talk Capital
Tennessee
NWWA
2299
New Wave Wealth Advisors
Arkansas
GWM
2300
Gitterman Wealth Management
New Jersey