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Intuitive Surgical

2,409 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 454 funds opening new positions, 975 increasing their positions, 712 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 454 | Existing positions closed: 108

41% more funds holding in top 10

Funds holding in top 10: 4969 (+20)

37% more repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 712

31% more capital invested

Capital invested by funds: $130B → $171B (+$40.8B)

14% more funds holding

Funds holding: 2,1092,409 (+300)

2.24% more ownership

Funds ownership: 81.8%84.03% (+2.2%)

22% less call options, than puts

Call options by funds: $2.09B | Put options by funds: $2.69B

Holders
2,409
Holders Change
+300
Holders Change %
+14.22%
% of All Funds
29.31%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
0.84%
New
454
Increased
975
Reduced
712
Closed
108
Calls
$2.09B
Puts
$2.69B
Net Calls
-$603M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
501
E. Ohman J:or Asset Management
Sweden
$13.4M -$2.46M -4,626 -16%
NSAM
502
North Star Asset Management
Wisconsin
$13.4M +$236K +443 +2%
AUB
503
Atlantic Union Bankshares
Virginia
$13.4M +$435K +818 +4%
AAM
504
Advisors Asset Management
Colorado
$13.3M -$1.26M -2,362 -9%
CCM
505
Connective Capital Management
California
$13.2M +$779K +1,463 +7%
EWA
506
Exencial Wealth Advisors
Oklahoma
$13.2M +$11.9M +22,433 +2,766%
AIP
507
Ameritas Investment Partners
Nebraska
$13.2M +$94.8K +178 +0.8%
KAS
508
Kestra Advisory Services
Texas
$13M +$1.99M +3,742 +19%
SLI
509
Sumitomo Life Insurance
Japan
$13M -$1.47M -2,769 -11%
A
510
Allianz
Germany
$12.9M -$1.51M -2,836 -11%
BPWM
511
Badgley Phelps Wealth Managers
Washington
$12.9M +$1.07M +2,011 +10%
CPCPP
512
Canada Post Corporation Pension Plan
Canada
$12.8M +$1.14M +2,150 +11%
VAS
513
Vestmark Advisory Solutions
Massachusetts
$12.8M +$6.08M +11,419 +103%
FG
514
Fiduciary Group
Georgia
$12.8M -$157K -295 -1%
KRS
515
Kentucky Retirement Systems
Kentucky
$12.7M
HP
516
HealthInvest Partners
Sweden
$12.6M +$1.39M +2,615 +13%
EPIMS
517
Evelyn Partners Investment Management Services
$12.6M +$777K +1,460 +7%
YIA
518
YHB Investment Advisors
Connecticut
$12.6M +$103K +194 +0.9%
NAM
519
NorthCrest Asset Manangement
Minnesota
$12.4M +$469K +881 +4%
AHB
520
Abner Herrman & Brock
New Jersey
$12.3M -$80.9K -152 -0.7%
GAM
521
Generali Asset Management
Italy
$12.2M +$616K +1,157 +6%
BAAM
522
Baker Avenue Asset Management
California
$12.1M +$1.39M +2,611 +14%
PFPG
523
Pinnacle Financial Partners (Georgia)
Georgia
$11.9M +$11.2M +20,985 New
AAF
524
Andra AP-fonden
Sweden
$11.8M -$6.13M -11,518 -36%
TAM
525
Trillium Asset Management
Massachusetts
$11.8M -$1.43M -2,684 -12%