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Intuitive Surgical

2,248 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,025 increasing their positions, 700 reducing their positions, and 112 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.15%84.34% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
2301
Petrus Trust Company
Texas
VNIM
2302
Vaughan Nelson Investment Management
Texas
CF
2303
Cantor Fitzgerald
New York
JWM
2304
Jackson Wealth Management
Florida
SW
2305
SMART Wealth
Nebraska
WWM
2306
Whalen Wealth Management
Nevada
BCM
2307
Bayesian Capital Management
New York
4A
2308
4Wealth Advisors
Illinois
ACP
2309
Aveo Capital Partners
Colorado
ACM
2310
ADAR1 Capital Management
Texas
BWM
2311
Baron Wealth Management
Michigan
AWA
2312
AmeriServ Wealth Advisors
Pennsylvania
CM
2313
Capula Management
Cayman Islands
DS
2314
DRW Securities
Illinois
PFM
2315
Peak Financial Management
Massachusetts
VC
2316
Veracity Capital
Georgia
Optiver Holding
2317
Optiver Holding
Netherlands
PFG
2318
PAX Financial Group
Texas
Flossbach Von Storch
2319
Flossbach Von Storch
Germany
SFG
2320
Stonebridge Financial Group
Pennsylvania
FWP
2321
Forefront Wealth Partners
Texas
CWC
2322
Carolinas Wealth Consulting
North Carolina
RRA
2323
Round Rock Advisors
Connecticut
CFG
2324
CMC Financial Group
Georgia
WFMPM
2325
Woodley Farra Manion Portfolio Management
Indiana