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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 148 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: 2,2642,110 (-154)

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)

44% less first-time investments, than exits

New positions opened: 148 | Existing positions closed: 266

Holders
2,110
Holders Change
-154
Holders Change %
-6.8%
% 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
148
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
SOW
2351
State of Wyoming
Wyoming
-$62.5K -115 Closed
IMC
2352
Investment Management Corporation
Virginia
-$56.5K -104 Closed
MIA
2353
MeadowBrook Investment Advisors
Michigan
-$48.9K -90 Closed
SO
2354
Sierra Ocean
California
-$44.6K -82 Closed
RAM
2355
Riggs Asset Management
Pennsylvania
-$38K -70 Closed
BA
2356
Bellwether Advisors
Nebraska
-$34.8K -64 Closed
RI
2357
Ridgewood Investments
New Jersey
-$28.8K -53 Closed
GC
2358
GFG Capital
Florida
-$21.2K -39 Closed
SWA
2359
SOA Wealth Advisors
New York
-$20.1K -37 Closed
DRS
2360
Deane Retirement Strategies
Louisiana
-$16.8K -31 Closed
FW
2361
Fairway Wealth
Ohio
-$16.3K -30 Closed
WCM
2362
WealthTrak Capital Management
Virginia
-$15.8K -29 Closed
OW
2363
Olistico Wealth
Oklahoma
-$15.2K -28 Closed
AIM
2364
Access Investment Management
Georgia
-$14.1K -26 Closed
KGP
2365
Keystone Global Partners
Colorado
-$12.5K -23 Closed
CW
2366
Curio Wealth
Maryland
-$8.15K -15 Closed
WSC
2367
Wellington Shields & Co
New York
-$5.98K -11 Closed
CWA
2368
Carolina Wealth Advisors
South Carolina
-$4.89K -9 Closed
LFA
2369
LGT Financial Advisors
Texas
-$4.35K -8 Closed
MBFW
2370
Morton Brown Family Wealth
Pennsylvania
-$4.35K -8 Closed
PSFG
2371
Park Square Financial Group
Georgia
-$4.35K -8 Closed
SC
2372
Swan Capital
Florida
-$3.8K -7 Closed
BOJHT
2373
Bank of Jackson Hole Trust
Wyoming
-$3.26K -6 Closed
SC
2374
Stephens Consulting
Michigan
-$2.17K -4 Closed
PA
2375
Pineridge Advisors
Missouri
-$1.09K -2 Closed