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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
JWM
1001
Jacksonville Wealth Management
Florida
$2.21M -$15.4K -29 -0.7%
ISWM
1002
Intesa Sanpaolo Wealth Management
$2.2M +$2.07M +3,879 New
DSCM
1003
Del-Sette Capital Management
New York
$2.15M +$2.03M +3,804 New
FHC
1004
First Horizon Corporation
Tennessee
$2.14M +$21.3K +40 +1%
AA
1005
Altman Advisors
Illinois
$2.14M +$9.58K +18 +0.5%
BW
1006
Balance Wealth
Ohio
$2.13M +$676K +1,270 +51%
GAG
1007
GM Advisory Group
New York
$2.13M +$8.52K +16 +0.4%
PWP
1008
Principle Wealth Partners
Connecticut
$2.12M +$13.3K +25 +0.7%
IWM
1009
IHT Wealth Management
Illinois
$2.12M +$78.3K +147 +4%
GD
1010
Grandfield & Dodd
New York
$2.12M -$4.26K -8 -0.2%
IB
1011
Iyo Bank
Japan
$2.11M
RA
1012
RiverPark Advisors
New York
$2.09M -$281K -527 -13%
HCM
1013
Highview Capital Management
Illinois
$2.08M +$1.95M +3,672 New
EB
1014
Eastern Bank
Massachusetts
$2.08M -$34.6K -65 -2%
FUBT
1015
First United Bank & Trust
Maryland
$2.07M -$14.9K -28 -0.8%
IEFM
1016
IQ EQ Fund Management
Ireland
$2.06M +$203K +382 +12%
TCM
1017
Twin Capital Management
Pennsylvania
$2.06M +$1.06K +2 +0.1%
SAM
1018
Strategy Asset Managers
California
$2.05M +$84.6K +159 +5%
HCM
1019
Hall Capital Management
Rhode Island
$2.04M -$53.8K -101 -3%
KFA
1020
Krane Funds Advisors
New York
$2.04M +$1.92M +3,600 New
WIM
1021
WealthPlan Investment Management
Nebraska
$2.03M +$914K +1,717 +92%
PG
1022
Patten Group
Tennessee
$2.03M +$1.15M +2,169 +153%
WP
1023
Westmount Partners
California
$2.03M -$140K -263 -7%
KIA
1024
Knollwood Investment Advisory
Maryland
$2.03M
KWA
1025
Kingswood Wealth Advisors
California
$2.02M +$746K +1,402 +65%