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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
NAAA
726
New Age Alpha Advisors
New York
$5.08M -$433K -813 -8%
PIM
727
Penobscot Investment Management
Massachusetts
$5.05M +$405K +761 +9%
FAMI
728
Fideuram Asset Management (Ireland)
$5.04M +$4.69M +8,815 New
VIS
729
Vega Investment Solutions
France
$5.01M +$4.71M +8,843 New
SPC
730
Sigma Planning Corp
Michigan
$4.93M +$437K +820 +10%
GLA
731
Great Lakes Advisors
Illinois
$4.93M +$184K +346 +4%
PCM
732
Penserra Capital Management
California
$4.92M +$4.09M +7,682 +764%
CIC
733
Crawford Investment Counsel
Georgia
$4.92M +$4.62M +8,682 New
OA
734
Oak Associates
Ohio
$4.91M -$45.8K -86 -1%
LFAS
735
Level Four Advisory Services
Texas
$4.86M +$3.93M +7,385 +613%
FRA
736
Frank Rimerman Advisors
California
$4.86M -$361K -679 -7%
GH
737
GAM Holding
Switzerland
$4.84M -$4.15M -7,798 -48%
UF
738
Univest Financial
Pennsylvania
$4.84M -$129K -242 -3%
LCM
739
Legato Capital Management
California
$4.81M -$1.7M -3,200 -27%
SS
740
SBI Securities
Japan
$4.81M +$36.7K +69 +0.8%
SFG
741
SevenBridge Financial Group
Pennsylvania
$4.79M +$598K +1,123 +14%
SCA
742
Snowden Capital Advisors
New York
$4.79M +$519K +974 +13%
MAS
743
Meeder Advisory Services
Ohio
$4.79M +$383K +720 +9%
CK
744
Cohen Klingenstein
New York
$4.79M
CWP
745
Cyndeo Wealth Partners
Florida
$4.79M +$778K +1,462 +21%
S
746
SignatureFD
Georgia
$4.79M +$559K +1,050 +14%
CAAS
747
Capital Asset Advisory Services
Michigan
$4.77M +$55.4K +104 +1%
LSA
748
L & S Advisors
California
$4.77M +$43.7K +82 +1%
RWA
749
Roberts Wealth Advisors
California
$4.77M +$139K +262 +3%
GIM
750
Generali Investments Management
Slovenia
$4.76M +$533K +1,002 +14%