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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
CAG
851
Crestwood Advisors Group
Massachusetts
$3.35M +$483K +907 +18%
TVWM
852
Tower View Wealth Management
Wisconsin
$3.33M +$30.3K +57 +1%
IWC
853
Integrated Wealth Concepts
Massachusetts
$3.31M -$605K -1,136 -16%
FWP
854
Falcon Wealth Planning
California
$3.3M +$53.8K +101 +2%
EGM
855
Engineers Gate Manager
New York
$3.29M -$37.2M -69,907 -92%
BC
856
Broadwater Capital
Massachusetts
$3.27M
SC
857
Scotia Capital
Ontario, Canada
$3.25M +$28.2K +53 +0.9%
LCAM
858
London & Capital Asset Management
United Kingdom
$3.23M +$3.04M +5,704 New
IPAM
859
ICICI Prudential Asset Management
India
$3.22M +$98K +184 +3%
OAM
860
Oak Asset Management
California
$3.22M
SFS
861
Stiles Financial Services
Minnesota
$3.21M +$86.8K +163 +3%
RMP
862
Richards, Merrill & Peterson
Washington
$3.21M +$486K +912 +19%
1C
863
111 Capital
France
$3.2M +$1.13M +2,116 +60%
ABTD
864
Arvest Bank Trust Division
Oklahoma
$3.2M -$78.3K -147 -3%
PWG
865
Portside Wealth Group
Utah
$3.18M +$1.94M +3,652 +185%
LCM
866
Lattice Capital Management
Washington
$3.17M -$2.34M -4,400 -44%
SWA
867
Stratos Wealth Advisors
Ohio
$3.17M -$3.19K -6 -0.1%
ECM
868
Evergreen Capital Management
Washington
$3.17M +$404K +758 +16%
NICM
869
Neo Ivy Capital Management
New York
$3.17M +$2.98M +5,596 New
AOWM
870
Asset One Wealth Management
Washington
$3.16M +$3.39M +6,359 New
BPA
871
Beacon Pointe Advisors
California
$3.15M +$957K +1,798 +48%
BBHC
872
Brown Brothers Harriman & Co
New York
$3.14M +$808K +1,517 +38%
STP
873
Science & Technology Partners
New York
$3.14M +$2.95M +5,550 New
SWM
874
Segment Wealth Management
Texas
$3.13M +$121K +227 +4%
SC
875
Syon Capital
California
$3.13M +$426K +800 +17%