ISRG icon

Intuitive Surgical

2,372 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 966 increasing their positions, 708 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

13% more funds holding

Funds holding: 2,0992,372 (+273)

2.48% more ownership

Funds ownership: 81.59%84.07% (+2.5%)

23% less call options, than puts

Call options by funds: $2.08B | Put options by funds: $2.69B

Holders
2,372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.08B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$384M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Synergy Asset Management
Washington
$5.44M
WETS
702
Wealth Enhancement Trust Services
South Dakota
$5.44M
PS
703
Principal Securities
Iowa
$5.43M
MSA
704
MUFG Securities Americas
New York
$5.41M
MAM
705
Mark Asset Management
New York
$5.38M
WFG
706
Wormser Freres Gestion
France
$5.36M
GT
707
Greenleaf Trust
Michigan
$5.34M
AFC
708
AFT Forsyth & Company
Florida
$5.34M
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.32M
TCWA
710
Turtle Creek Wealth Advisors
Texas
$5.29M
WF
711
Welch & Forbes
Massachusetts
$5.27M
CCM
712
Canal Capital Management
Virginia
$5.27M
WI
713
Wahed Invest
New York
$5.26M
BG
714
Bahl & Gaynor
Ohio
$5.24M
AWM
715
Axxcess Wealth Management
California
$5.24M
DSC
716
Duncker Streett & Co
Missouri
$5.21M
OCM
717
Orion Capital Management
California
$5.17M
CLA
718
Carnegie Lake Advisors
New Jersey
$5.14M
MB
719
MidFirst Bank
Oklahoma
$5.14M
LMIM
720
Lockheed Martin Investment Management
Maryland
$5.09M
TAM
721
Tocqueville Asset Management
New York
$5.09M
NAAA
722
New Age Alpha Advisors
New York
$5.08M
PIM
723
Penobscot Investment Management
Massachusetts
$5.05M
FAMI
724
Fideuram Asset Management (Ireland)
$5.04M
VIS
725
Vega Investment Solutions
France
$5.01M