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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
MAM
626
Morse Asset Management
Connecticut
$7.31M +$41.5K +78 +0.6%
PF
627
Phoenix Financial
Israel
$7.31M -$680K -1,278 -9%
AF
628
Alerus Financial
North Dakota
$7.29M -$192K -360 -3%
EWA
629
EP Wealth Advisors
California
$7.24M +$6.8M +12,781 New
EIA
630
Eastover Investment Advisors
North Carolina
$7.23M +$134K +252 +2%
UCMOK
631
United Capital Management of KS
Kansas
$7.2M +$225K +422 +3%
BST
632
Bath Savings Trust
Maine
$7.18M -$17.6K -33 -0.3%
AFA
633
Arlington Financial Advisors
California
$7.17M +$49K +92 +0.7%
MYAM
634
Meiji Yasuda Asset Management
Japan
$7.08M -$571K -1,073 -8%
IAA
635
Independent Advisor Alliance
North Carolina
$7.07M -$150K -282 -2%
TMAM
636
Tokio Marine Asset Management
Japan
$7.06M +$223K +418 +3%
CL
637
Choreo LLC
Illinois
$7.04M +$609K +1,143 +10%
NDSIB
638
North Dakota State Investment Board
North Dakota
$6.93M +$6.52M +12,238 New
CUAMC
639
China Universal Asset Management Company
China
$6.92M +$401K +754 +7%
FTWA
640
Fifth Third Wealth Advisors
Ohio
$6.91M +$168K +315 +3%
JF
641
Jump Financial
Illinois
$6.88M -$12.5M -23,495 -66%
SP
642
Saranac Partners
$6.85M +$1.26M +2,363 +24%
KOCAA
643
Knights of Columbus Asset Advisors
Connecticut
$6.85M -$49K -92 -0.8%
RWP
644
RWA Wealth Partners
Massachusetts
$6.8M +$207K +389 +3%
SI
645
Stephens Inc
Arkansas
$6.78M +$1.05M +1,964 +20%
RAM
646
Robocap Asset Management
United Kingdom
$6.73M -$1.42M -2,659 -18%
LT
647
Legacy Trust
Michigan
$6.72M +$306K +575 +5%
VF
648
Vest Financial
Virginia
$6.7M +$1.96M +3,679 +45%
EF
649
Empirical Finance
Pennsylvania
$6.69M -$428K -804 -6%
FT
650
Fiduciary Trust
Massachusetts
$6.68M +$5.86K +11 +0.1%