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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
NIG
551
NFJ Investment Group
Texas
$10.3M -$2.5M -4,704 -21%
EF
552
Empowered Funds
Pennsylvania
$10.2M +$1.34M +2,508 +16%
EP
553
Eversept Partners
New York
$10.2M +$1.94M +3,636 +25%
MGP
554
Metis Global Partners
California
$10.2M -$981K -1,843 -9%
CFO
555
Cambient Family Office
Michigan
$10.2M +$9.55M +17,947 New
SCM
556
Sterling Capital Management
North Carolina
$10.2M -$161K -303 -2%
WA
557
Waverly Advisors
Alabama
$10.1M +$2.03M +3,808 +27%
SPIA
558
Steward Partners Investment Advisory
New York
$10.1M +$881K +1,655 +10%
MLCM
559
M & L Capital Management
United Kingdom
$10M
MSRPS
560
Maryland State Retirement & Pension System
Maryland
$10M -$63.9K -120 -0.7%
ZBNA
561
Zions Bancorporation, National Association
Utah
$10M +$169K +318 +2%
GWMR
562
GC Wealth Management RIA
Massachusetts
$9.91M -$1.33M -2,502 -13%
WTA
563
Washington Trust Advisors
Massachusetts
$9.87M -$157K -295 -2%
M
564
Mirova
France
$9.84M -$43.7K -82 -0.5%
SB
565
Simmons Bank
Arkansas
$9.8M +$737K +1,385 +9%
LOAMS
566
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.79M +$3.16M +5,940 +52%
JWBC
567
J.W. Burns & Co
New York
$9.72M +$114K +215 +1%
HWM
568
Heirloom Wealth Management
Colorado
$9.68M +$8.86M +16,650 +3,700%
DILIC
569
Dai-ichi Life Insurance Company
Japan
$9.68M -$36.7K -69 -0.4%
BHCM
570
Brevan Howard Capital Management
Jersey
$9.64M +$3.21M +6,037 +55%
SIC
571
Sigma Investment Counselors
Michigan
$9.61M -$179K -337 -2%
BG
572
BDF Gestion
France
$9.61M -$602K -1,131 -6%
AWM
573
AE Wealth Management
Kansas
$9.56M +$2.83M +5,324 +46%
NMERB
574
New Mexico Educational Retirement Board
New Mexico
$9.54M +$373K +700 +4%
SLG
575
Stanley-Laman Group
Pennsylvania
$9.47M +$1.74M +3,271 +24%