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Procept Biorobotics

240 hedge funds and large institutions have $2.06B invested in Procept Biorobotics in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

33% less capital invested

Capital invested by funds: $3.07B → $2.06B (-$1.01B)

40% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 62

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.9M
Puts
$14.5M
Net Calls
Net Calls Change

Top Sellers

1 -$49M
2 -$21.4M
3 -$16M
4
Invesco
Invesco
Georgia
-$13.4M
5
Franklin Resources
Franklin Resources
California
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
201
Optiver Holding
Netherlands
$10.6K
NS
202
NBC Securities
Alabama
$9.31K
WANY
203
Wealthspire Advisors (New York)
New York
$8.67K
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$8.53K
AAP
205
Arax Advisory Partners
Colorado
$7.46K
LFG
206
Larson Financial Group
Missouri
$6.82K
AF
207
Allworth Financial
California
$6.78K
CIAM
208
Caitong International Asset Management
Hong Kong
$6.1K
SWM
209
Spire Wealth Management
Virginia
$5.35K
SWIM
210
Smallwood Wealth Investment Management
New Jersey
$5.35K
SCM
211
Sterling Capital Management
North Carolina
$4.53K
CCM
212
Chilton Capital Management
Texas
$4.46K
GI
213
GAMMA Investing
California
$3.68K
DB
214
Danske Bank
Denmark
$3.57K
GLF
215
Groupe la Francaise
France
$3.11K
FMP
216
Financial Management Professionals
Texas
$2.6K
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$2.53K
FFO
218
Fortitude Family Office
Arizona
$2.25K
CAL
219
Capital Analysts LLC
Pennsylvania
$2K
JSAM
220
J. Safra Asset Management
New York
$2K
EWA
221
EverSource Wealth Advisors
Alabama
$1.61K
FFA
222
Farther Finance Advisors
California
$1.36K
IBOK
223
Independence Bank of Kentucky
Kentucky
$1.28K
BIA
224
Bell Investment Advisors
California
$1.25K
PS
225
Principal Securities
Iowa
$1.21K