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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
WA
2301
Whipplewood Advisors
Colorado
TPWA
2302
Twin Peaks Wealth Advisors
California
BDPWM
2303
Barnes Dennig Private Wealth Management
Ohio
LIA
2304
Limestone Investment Advisors
New York
BCMLT
2305
Beacon Capital Management LLC (Tennessee)
Tennessee
NC
2306
NewSquare Capital
Pennsylvania
PHK
2307
Point72 Hong Kong
Hong Kong
CIAM
2308
Caitong International Asset Management
Hong Kong
TIM
2309
Total Investment Management
Arizona
SOW
2310
State of Wyoming
Wyoming
IMC
2311
Investment Management Corporation
Virginia
MIA
2312
MeadowBrook Investment Advisors
Michigan
SO
2313
Sierra Ocean
California
RAM
2314
Riggs Asset Management
Pennsylvania
BA
2315
Bellwether Advisors
Nebraska
RI
2316
Ridgewood Investments
New Jersey
GC
2317
GFG Capital
Florida
SWA
2318
SOA Wealth Advisors
New York
DRS
2319
Deane Retirement Strategies
Louisiana
FW
2320
Fairway Wealth
Ohio
WCM
2321
WealthTrak Capital Management
Virginia
OW
2322
Olistico Wealth
Oklahoma
AIM
2323
Access Investment Management
Georgia
KGP
2324
Keystone Global Partners
Colorado
CW
2325
Curio Wealth
Maryland