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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
SWP
1026
Sagespring Wealth Partners
Tennessee
$2.01M +$382K +718 +25%
RA
1027
RFG Advisory
Alabama
$2.01M +$110K +206 +6%
PDL
1028
Portfolio Design Labs
California
$2.01M +$201K +378 +12%
FMB
1029
Field & Main Bank
Kentucky
$2.01M +$91K +171 +5%
CIM
1030
Chapman Investment Management
California
$2.01M +$324K +608 +21%
MCCP
1031
Mission Creek Capital Partners
California
$1.97M +$55.9K +105 +3%
B
1032
Bensler
Washington
$1.97M -$42.1K -79 -2%
IAS
1033
Insigneo Advisory Services
Florida
$1.96M +$257K +482 +16%
PFWA
1034
Paces Ferry Wealth Advisors
Georgia
$1.96M -$3.73K -7 -0.2%
AIM
1035
Arcadia Investment Management
Michigan
$1.95M +$664K +1,248 +57%
SAG
1036
SageView Advisory Group
California
$1.95M +$57K +107 +3%
GPWM
1037
Grant Private Wealth Management
California
$1.94M -$119K -223 -6%
LIP
1038
Lighthouse Investment Partners
Florida
$1.94M +$1.82M +3,426 New
HSA
1039
HBK Sorce Advisory
Pennsylvania
$1.94M +$117K +219 +6%
CI
1040
Cigna Investments
Connecticut
$1.94M -$31.4K -59 -2%
BAM
1041
BOCHK Asset Management
Hong Kong
$1.93M +$1.81M +3,400 New
MFS
1042
Mattson Financial Services
Michigan
$1.92M +$1.81M +3,392 New
SW
1043
SlateStone Wealth
Florida
$1.92M -$11.7K -22 -0.6%
BBA
1044
Baader Bank Aktiengesellschaft
Germany
$1.92M +$446K +837 +33%
WH
1045
Willner & Heller
California
$1.91M -$37.8K -71 -2%
AAS
1046
Ameritas Advisory Services
Nebraska
$1.9M +$1.39M +2,607 +347%
FPAS
1047
Focus Partners Advisor Solutions
Missouri
$1.89M -$689K -1,295 -28%
TCP
1048
TMB Capital Partners
Arkansas
$1.88M +$1.76M +3,314 New
CB
1049
CNB Bank
Pennsylvania
$1.87M -$66K -124 -4%
ATS
1050
Ashton Thomas Securities
New York
$1.85M -$24.5K -46 -1%