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Intuitive Surgical

2,357 hedge funds and large institutions have $170B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 961 increasing their positions, 707 reducing their positions, and 106 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: $ → $

12% more funds holding

Funds holding: 2,0982,357 (+259)

2.01% more ownership

Funds ownership: 81.59%83.6% (+2%)

23% less call options, than puts

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

Holders
2,357
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
PS
701
Principal Securities
Iowa
$5.43M
MSA
702
MUFG Securities Americas
New York
$5.41M
MAM
703
Mark Asset Management
New York
$5.38M
WFG
704
Wormser Freres Gestion
France
$5.36M
GT
705
Greenleaf Trust
Michigan
$5.34M
AFC
706
AFT Forsyth & Company
Florida
$5.34M
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.32M
TCWA
708
Turtle Creek Wealth Advisors
Texas
$5.29M
WF
709
Welch & Forbes
Massachusetts
$5.27M
CCM
710
Canal Capital Management
Virginia
$5.27M
WI
711
Wahed Invest
New York
$5.26M
BG
712
Bahl & Gaynor
Ohio
$5.24M
AWM
713
Axxcess Wealth Management
California
$5.24M
DSC
714
Duncker Streett & Co
Missouri
$5.21M
OCM
715
Orion Capital Management
California
$5.17M
CLA
716
Carnegie Lake Advisors
New Jersey
$5.14M
MB
717
MidFirst Bank
Oklahoma
$5.14M
LMIM
718
Lockheed Martin Investment Management
Maryland
$5.09M
TAM
719
Tocqueville Asset Management
New York
$5.09M
NAAA
720
New Age Alpha Advisors
New York
$5.08M
PIM
721
Penobscot Investment Management
Massachusetts
$5.05M
FAMI
722
Fideuram Asset Management (Ireland)
$5.04M
VIS
723
Vega Investment Solutions
France
$5.01M
SPC
724
Sigma Planning Corp
Michigan
$4.93M
GLA
725
Great Lakes Advisors
Illinois
$4.93M