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Intuitive Surgical

2,387 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 440 funds opening new positions, 971 increasing their positions, 708 reducing their positions, and 108 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: $ → $

13% more funds holding

Funds holding: 2,1042,387 (+283)

2.22% more ownership

Funds ownership: 81.73%83.94% (+2.2%)

22% less call options, than puts

Call options by funds: $2.09B | Put options by funds: $2.69B

Holders
2,387
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
$2.09B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$383M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Capital Wealth Planning
Florida
$2.75M
SAM
927
Sectoral Asset Management
Quebec, Canada
$2.75M
PIM
928
Platinum Investment Management
Australia
$2.74M
HCM
929
Howland Capital Management
Massachusetts
$2.73M
AAP
930
Arax Advisory Partners
Colorado
$2.72M
CCM
931
Conway Capital Management
California
$2.72M
PA
932
Procyon Advisors
Connecticut
$2.72M
BFC
933
Blue Fin Capital
Rhode Island
$2.7M
EPAM
934
Evelyn Partners Asset Management
$2.69M
GCA
935
Gallagher Capital Advisors
Texas
$2.69M
CCAM
936
Codex Capital Asset Management
Texas
$2.68M
WI
937
Westbourne Investments
Virginia
$2.68M
TCOV
938
Trust Company of Vermont
Vermont
$2.66M
WBC
939
Westpac Banking Corp
Australia
$2.64M
BAM
940
Belpointe Asset Management
Nevada
$2.63M
AWM
941
Angeles Wealth Management
California
$2.62M
SC
942
SummitTX Capital
Texas
$2.62M
GWM
943
Geneos Wealth Management
Colorado
$2.61M
RP
944
Rowlandmiller & Partners
Georgia
$2.6M
SFS
945
Sowell Financial Services
Arkansas
$2.59M
HCG
946
Haven Capital Group
California
$2.58M
GS
947
GTS Securities
New York
$2.57M
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$2.57M
TS
949
Triglav Skladi
Slovenia
$2.56M
AIM
950
Alhambra Investment Management
Florida
$2.55M