We are live on ! Find out more
ISRG icon

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
AW
901
Alaethes Wealth
Nevada
$2.94M +$6.39K +12 +0.2%
DWT
902
Dorsey & Whitney Trust
South Dakota
$2.92M +$377K +709 +16%
WDA
903
Wendell David Associates
New Hampshire
$2.92M -$1.13M -2,115 -29%
HBT
904
Hills Bank & Trust
Iowa
$2.92M +$44.7K +84 +2%
BTI
905
Blue Trust Inc
Georgia
$2.91M +$220K +414 +9%
CAMG
906
CWA Asset Management Group
Florida
$2.91M -$26.1K -49 -0.9%
BP
907
Ballentine Partners
Massachusetts
$2.91M +$290K +545 +12%
SCI
908
S&CO Inc
Massachusetts
$2.9M
MCM
909
Mitchell Capital Management
Kansas
$2.89M +$2.72M +5,106 New
EHC
910
Everett Harris & Co
California
$2.88M
MSK
911
Melissa S. Kampmann
$2.85M -$5.32K -10 -0.2%
DAM
912
Draper Asset Management
New York
$2.85M +$791K +1,485 +42%
JPWM
913
Jamison Private Wealth Management
Georgia
$2.85M +$21.8K +41 +0.8%
MGP
914
M&G plc
United Kingdom
$2.84M -$13.3K -25 -0.5%
MOS
915
MGO One Seven
Ohio
$2.84M +$548K +1,030 +26%
MWM
916
Moran Wealth Management
Florida
$2.83M +$762K +1,431 +40%
FM
917
Freemont Management
Switzerland
$2.83M +$2.66M +5,000 New
SCA
918
Stonebridge Capital Advisors
Minnesota
$2.82M +$122K +230 +5%
ONB
919
Old National Bancorp
Indiana
$2.81M +$39.9K +75 +2%
VFA
920
Valeo Financial Advisors
Indiana
$2.8M +$11.2K +21 +0.4%
TFS
921
Thoroughbred Financial Services
Tennessee
$2.79M -$41K -77 -2%
GJWM
922
Gilliland Jeter Wealth Management
Arkansas
$2.79M -$84.1K -158 -3%
HDIM
923
Hanson & Doremus Investment Management
Vermont
$2.79M +$365K +686 +16%
VVP
924
Venture Visionary Partners
Ohio
$2.78M -$98K -184 -4%
CA
925
Cullinan Associates
Kentucky
$2.78M