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Intuitive Surgical

2,086 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 837 increasing their positions, 801 reducing their positions, and 267 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 267

Holders
2,086
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
PWP
2301
Precedent Wealth Partners
Texas
FA
2302
Fagan Associates
New York
SA
2303
Stewardship Advisors
Pennsylvania
LWL
2304
Leo Wealth LLC
Texas
MW
2305
MBL Wealth
North Carolina
SPWM
2306
Spartan Planning & Wealth Management
North Carolina
IPAM
2307
Investment Partners Asset Management
New Jersey
WAM
2308
Walker Asset Management
Missouri
OFG
2309
Omega Financial Group
California
WCA
2310
Westover Capital Advisors
Delaware
HCWM
2311
Hidden Cove Wealth Management
Washington
MIC
2312
Meridian Investment Counsel
California
KCM
2313
Kathmere Capital Management
Pennsylvania
WA
2314
Wealth Architects
California
RTC
2315
Real Talk Capital
Tennessee
NWWA
2316
New Wave Wealth Advisors
Arkansas
GWM
2317
Gitterman Wealth Management
New Jersey
WA
2318
Whipplewood Advisors
Colorado
TPWA
2319
Twin Peaks Wealth Advisors
California
BDPWM
2320
Barnes Dennig Private Wealth Management
Ohio
LIA
2321
Limestone Investment Advisors
New York
GC
2322
Garde Capital
Washington
BCMLT
2323
Beacon Capital Management LLC (Tennessee)
Tennessee
NC
2324
NewSquare Capital
Pennsylvania
PHK
2325
Point72 Hong Kong
Hong Kong