ISRG icon

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
GCA
2301
Gradient Capital Advisors
California
PM
2302
Pembroke Management
Quebec, Canada
OWA
2303
Outlook Wealth Advisors
Texas
OFW
2304
Omnia Family Wealth
Florida
DBIA
2305
Dumont & Blake Investment Advisors
New Jersey
FFP
2306
FourThought Financial Partners
Florida
SMC
2307
Smith, Moore & Co
Missouri
BB
2308
Busey Bank
Illinois
TI
2309
TTP Investments
California
HR
2310
Hardy Reed
Mississippi
EFA
2311
Edge Financial Advisors
Illinois
PWP
2312
Precedent Wealth Partners
Texas
NA
2313
Nautilus Advisors
California
FA
2314
Fagan Associates
New York
LWL
2315
Leo Wealth LLC
Texas
SA
2316
Stewardship Advisors
Pennsylvania
MW
2317
MBL Wealth
North Carolina
SPWM
2318
Spartan Planning & Wealth Management
North Carolina
IPAM
2319
Investment Partners Asset Management
New Jersey
WAM
2320
Walker Asset Management
Missouri
OFG
2321
Omega Financial Group
California
WCA
2322
Westover Capital Advisors
Delaware
HCWM
2323
Hidden Cove Wealth Management
Washington
MIC
2324
Meridian Investment Counsel
California
KCM
2325
Kathmere Capital Management
Pennsylvania