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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
2326
Leo Wealth LLC
Texas
-$209K -385 Closed
SA
2327
Stewardship Advisors
Pennsylvania
-$209K -385 Closed
MW
2328
MBL Wealth
North Carolina
-$209K -384 Closed
SPWM
2329
Spartan Planning & Wealth Management
North Carolina
-$209K -384 Closed
IPAM
2330
Investment Partners Asset Management
New Jersey
-$208K -383 Closed
WAM
2331
Walker Asset Management
Missouri
-$208K -382 Closed
OFG
2332
Omega Financial Group
California
-$207K -381 Closed
WCA
2333
Westover Capital Advisors
Delaware
-$206K -379 Closed
HCWM
2334
Hidden Cove Wealth Management
Washington
-$205K -378 Closed
MIC
2335
Meridian Investment Counsel
California
-$204K -375 Closed
KCM
2336
Kathmere Capital Management
Pennsylvania
-$203K -373 Closed
RTC
2337
Real Talk Capital
Tennessee
-$202K -371 Closed
WA
2338
Wealth Architects
California
-$202K -371 Closed
NWWA
2339
New Wave Wealth Advisors
Arkansas
-$201K -370 Closed
GWM
2340
Gitterman Wealth Management
New Jersey
-$189K -348 Closed
WA
2341
Whipplewood Advisors
Colorado
-$168K -310 Closed
TPWA
2342
Twin Peaks Wealth Advisors
California
-$142K -298 Closed
BDPWM
2343
Barnes Dennig Private Wealth Management
Ohio
-$149K -274 Closed
GC
2344
Garde Capital
Washington
-$114K -210 Closed
LIA
2345
Limestone Investment Advisors
New York
-$114K -210 Closed
BCMLT
2346
Beacon Capital Management LLC (Tennessee)
Tennessee
-$111K -205 Closed
NC
2347
NewSquare Capital
Pennsylvania
-$110K -202 Closed
PHK
2348
Point72 Hong Kong
Hong Kong
-$106K -196 Closed
CIAM
2349
Caitong International Asset Management
Hong Kong
-$97.8K -180 Closed
TIM
2350
Total Investment Management
Arizona
-$81.5K -150 Closed