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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
TIA
676
Tandem Investment Advisors
South Carolina
$6.1M +$823K +1,546 +17%
CCM
677
Coldstream Capital Management
Washington
$6.09M -$382K -718 -6%
PIM
678
Plato Investment Management
Australia
$6.07M
RIG
679
RiverFront Investment Group
Virginia
$6.05M +$7.99K +15 +0.1%
TFA
680
Transamerica Financial Advisors
Florida
$6.04M -$99.6K -187 -2%
CS
681
Clear Street
New York
$6.03M +$5.66M +10,640 New
GI
682
GAMCO Investors
Connecticut
$6.02M +$21.3K +40 +0.4%
BIM
683
Baldwin Investment Management
Pennsylvania
$5.98M +$2.13K +4 +0%
DLCIG
684
D.L. Carlson Investment Group
New Hampshire
$5.94M -$98K -184 -2%
HAG
685
HighPoint Advisor Group
Illinois
$5.93M -$2.52M -4,736 -31%
AMCA
686
Arthur M. Cohen & Associates
Illinois
$5.86M -$50K -94 -0.9%
EH
687
Equitable Holdings
New York
$5.81M +$1.5M +2,816 +38%
PWM
688
Perigon Wealth Management
California
$5.79M +$6.92K +13 +0.1%
BEI
689
Benjamin Edwards Inc
Missouri
$5.79M +$267K +502 +5%
SW
690
SteelPeak Wealth
California
$5.74M -$17M -31,864 -76%
HCM
691
Howard Capital Management
Georgia
$5.69M +$107K +201 +2%
DWM
692
Diversify Wealth Management
Utah
$5.69M +$280K +526 +5%
STA
693
Summit Trail Advisors
New York
$5.67M -$328K -616 -6%
SGH
694
Sivik Global Healthcare
Connecticut
$5.66M -$1.6M -3,000 -23%
FFA
695
Farther Finance Advisors
California
$5.64M +$1.39M +2,617 +36%
MK
696
MASTERINVEST Kapitalanlage
$5.62M
LWM
697
Liberty Wealth Management
California
$5.62M
AWCI
698
Alpine Woods Capital Investors
New York
$5.6M -$6.39K -12 -0.1%
WG
699
Winton Group
United Kingdom
$5.51M +$3.82M +7,168 +280%
MFG
700
Merit Financial Group
Georgia
$5.51M +$642K +1,206 +14%