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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
BF
601
BOK Financial
Oklahoma
$8.39M -$1.72M -3,239 -18%
SAM
602
Simplify Asset Management
Nevada
$8.35M +$3.78M +7,100 +93%
FCH
603
Freestone Capital Holdings
Washington
$8.23M +$286K +537 +4%
BIP
604
Bouvel Investment Partners
Pennsylvania
$8.21M +$134K +251 +2%
TCA
605
Trifecta Capital Advisors
Illinois
$8.19M +$238K +447 +3%
PHM
606
Prospect Hill Management
New Jersey
$8.18M -$200K -375 -3%
SF
607
Summit Financial
New Jersey
$8.17M -$20.2K -38 -0.3%
FNT
608
First National Trust
Pennsylvania
$8.11M +$125K +235 +2%
CGIM
609
Capital Group Investment Management
Singapore
$8.11M +$157K +294 +2%
ALMGDA
610
AG2R La Mondiale Gestion d'Actifs
France
$8.1M +$473K +889 +7%
PIMJS
611
PKO Investment Management Joint-Stock
Poland
$8.1M -$7.88M -14,805 -51%
AG
612
Ascent Group
Virginia
$8.07M +$376K +707 +5%
BTW
613
Boston Trust Walden
Massachusetts
$7.91M -$90.5K -170 -1%
WS
614
Wedbush Securities
California
$7.85M +$38.9K +73 +0.5%
GSCM
615
Greenfield Seitz Capital Management
Texas
$7.83M -$35.1K -66 -0.5%
BFG
616
Bleakley Financial Group
New Jersey
$7.77M -$11.7K -22 -0.2%
SW
617
SVB Wealth
Massachusetts
$7.58M -$524K -985 -7%
HWAM
618
Hennion & Walsh Asset Management
New Jersey
$7.58M -$138K -259 -2%
RFC
619
Regions Financial Corp
Alabama
$7.56M -$292K -549 -4%
LNWTC
620
Laird Norton Wetherby Trust Company
Washington
$7.55M +$7.1M +13,339 New
SPG
621
Strategic Planning Group
Utah
$7.5M -$4.67M -8,774 -40%
SWM
622
Spire Wealth Management
Virginia
$7.45M +$2.72M +5,117 +64%
NEI
623
Northwest & Ethical Investments
Ontario, Canada
$7.4M -$553K -1,038 -7%
PTC
624
Philadelphia Trust Company
Pennsylvania
$7.33M +$6.9M +12,952 New
BSAM
625
Blue Square Asset Management
New York
$7.32M +$100K +188 +1%