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
HCG
951
Haven Capital Group
California
$2.58M -$867K -1,629 -26%
GS
952
GTS Securities
New York
$2.57M -$1.84M -3,453 -43%
WAP
953
Wealthcare Advisory Partners
Pennsylvania
$2.57M -$110K -206 -4%
TS
954
Triglav Skladi
Slovenia
$2.56M
AIM
955
Alhambra Investment Management
Florida
$2.55M
PI
956
PFG Investments
New York
$2.53M -$3.19K -6 -0.1%
VSQM
957
V-Square Quantitative Management
Illinois
$2.52M +$2.37M +4,443 New
HHGA
958
Halbert Hargrove Global Advisors
California
$2.51M -$38.9K -73 -2%
LC
959
Lavaca Capital
Texas
$2.51M
CAM
960
Close Asset Management
United Kingdom
$2.5M -$285K -536 -11%
KWM
961
Kingsview Wealth Management
Oregon
$2.49M +$74K +139 +3%
PCG
962
Prosperity Consulting Group
Maryland
$2.49M +$192K +361 +9%
EHI
963
Eagle Health Investments
Connecticut
$2.49M
CPBTD
964
Central Pacific Bank - Trust Division
Hawaii
$2.48M +$11.2K +21 +0.5%
VR
965
Vision Retirement
New Jersey
$2.48M +$2.33M +4,380 New
TNAM
966
Terra Nova Asset Management
New York
$2.46M -$112K -210 -5%
VA
967
VestGen Advisors
Illinois
$2.44M +$392K +737 +21%
MCC
968
Malaga Cove Capital
California
$2.44M -$105K -197 -4%
WC
969
Waterloo Capital
Texas
$2.42M +$144K +271 +7%
1WA
970
180 Wealth Advisors
Washington
$2.42M +$63.9K +120 +3%
CW
971
CreativeOne Wealth
Kansas
$2.4M -$25K -47 -1%
ELI
972
Empire Life Investments
Ontario, Canada
$2.39M -$161K -303 -7%
HCM
973
Hollencrest Capital Management
California
$2.39M
WF
974
WoodTrust Financial
Wisconsin
$2.37M +$10.6K +20 +0.5%
AWM
975
Aviso Wealth Management
Washington
$2.36M +$818K +1,536 +59%