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Intuitive Surgical

2,242 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,019 increasing their positions, 702 reducing their positions, and 111 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: 83.07%84.27% (+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
2,242
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
RTC
2326
Riverview Trust Company
Washington
EW
2327
Elyxium Wealth
California
CG
2328
Clifford Group
Massachusetts
GWM
2329
Graybill Wealth Management
Illinois
FLP
2330
Financial Life Planners
Arizona
WF
2331
Wayfinding Financial
Washington
SCB
2332
Saudi Central Bank
Saudi Arabia
MS
2333
Mizuho Securities
Japan
CWM
2334
Compass Wealth Management
Connecticut
EF
2335
Elite Financial
Idaho
GFPC
2336
Global Financial Private Client
Florida
LWANC
2337
Laurel Wealth Advisors (North Carolina)
North Carolina
AF
2338
Atala Financial
California
SMFG
2339
Sumitomo Mitsui Financial Group
Japan
MFA
2340
McClarren Financial Advisors
Pennsylvania
VBA
2341
von Borstel & Associates
Oregon
SIS
2342
Strategic Investment Solutions
Illinois
FAM
2343
Flaharty Asset Management
Florida
HCP
2344
Hexagon Capital Partners
Arkansas
WW
2345
Winnow Wealth
Texas
TCPG
2346
Trivant Custom Portfolio Group
California
TCM
2347
TruNorth Capital Management
Michigan
FMTCOCP
2348
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
RJA
2349
Ross\Johnson & Associates
Minnesota
WAG
2350
Wiser Advisor Group
Arizona