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Intuitive Surgical

2,084 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, 835 increasing their positions, 801 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

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: 266

Holders
2,084
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
SA
2301
Stewardship Advisors
Pennsylvania
SPWM
2302
Spartan Planning & Wealth Management
North Carolina
MW
2303
MBL Wealth
North Carolina
IPAM
2304
Investment Partners Asset Management
New Jersey
WAM
2305
Walker Asset Management
Missouri
OFG
2306
Omega Financial Group
California
WCA
2307
Westover Capital Advisors
Delaware
HCWM
2308
Hidden Cove Wealth Management
Washington
MIC
2309
Meridian Investment Counsel
California
KCM
2310
Kathmere Capital Management
Pennsylvania
RTC
2311
Real Talk Capital
Tennessee
WA
2312
Wealth Architects
California
NWWA
2313
New Wave Wealth Advisors
Arkansas
GWM
2314
Gitterman Wealth Management
New Jersey
WA
2315
Whipplewood Advisors
Colorado
TPWA
2316
Twin Peaks Wealth Advisors
California
BDPWM
2317
Barnes Dennig Private Wealth Management
Ohio
GC
2318
Garde Capital
Washington
LIA
2319
Limestone Investment Advisors
New York
BCMLT
2320
Beacon Capital Management LLC (Tennessee)
Tennessee
NC
2321
NewSquare Capital
Pennsylvania
PHK
2322
Point72 Hong Kong
Hong Kong
CIAM
2323
Caitong International Asset Management
Hong Kong
TIM
2324
Total Investment Management
Arizona
SOW
2325
State of Wyoming
Wyoming