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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
IFG
701
Independent Financial Group
California
$5.51M -$539K -1,013 -9%
AIM
702
Achmea Investment Management
Netherlands
$5.49M
SAM
703
Securian Asset Management
Minnesota
$5.46M -$4.77M -8,965 -48%
JG
704
Jain Global
New York
$5.44M +$5.12M +9,613 New
SAM
705
Synergy Asset Management
Washington
$5.44M +$5.11M +9,602 New
WETS
706
Wealth Enhancement Trust Services
South Dakota
$5.44M +$5.11M +9,599 New
PS
707
Principal Securities
Iowa
$5.43M +$228K +429 +5%
MSA
708
MUFG Securities Americas
New York
$5.41M -$62.3K -117 -1%
MAM
709
Mark Asset Management
New York
$5.38M +$5.06M +9,497 New
WFG
710
Wormser Freres Gestion
France
$5.36M +$106K +200 +2%
GT
711
Greenleaf Trust
Michigan
$5.34M -$1.1M -2,063 -18%
AFC
712
AFT Forsyth & Company
Florida
$5.34M +$24K +45 +0.5%
KRSITF
713
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.32M
TCWA
714
Turtle Creek Wealth Advisors
Texas
$5.29M +$1.05M +1,975 +27%
WF
715
Welch & Forbes
Massachusetts
$5.27M -$38.9K -73 -0.8%
CCM
716
Canal Capital Management
Virginia
$5.27M +$645K +1,211 +15%
WI
717
Wahed Invest
New York
$5.26M -$236K -444 -5%
BG
718
Bahl & Gaynor
Ohio
$5.24M -$38.3K -72 -0.8%
AWM
719
Axxcess Wealth Management
California
$5.24M +$714K +1,341 +17%
DSC
720
Duncker Streett & Co
Missouri
$5.21M +$2.45M +4,605 +100%
OCM
721
Orion Capital Management
California
$5.17M -$160K -300 -3%
CLA
722
Carnegie Lake Advisors
New Jersey
$5.14M
MB
723
MidFirst Bank
Oklahoma
$5.14M +$4.95M +9,289 New
LMIM
724
Lockheed Martin Investment Management
Maryland
$5.09M +$506K +950 +12%
TAM
725
Tocqueville Asset Management
New York
$5.09M -$8.66M -16,274 -64%