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
ATFA
1076
All Terrain Financial Advisors
Minnesota
$1.7M +$692K +1,300 +77%
SB
1077
Strategic Blueprint
Georgia
$1.7M -$242K -455 -13%
PWS
1078
Peloton Wealth Strategists
Indiana
$1.69M +$952K +1,788 +149%
AFP
1079
Ausdal Financial Partners
Iowa
$1.69M -$90.5K -170 -5%
ETCM
1080
Evolutionary Tree Capital Management
Virginia
$1.68M -$41.5K -78 -3%
ET
1081
Equitable Trust
Tennessee
$1.67M +$24.5K +46 +2%
AA
1082
Advisory Alpha
Michigan
$1.67M +$349K +655 +29%
WANY
1083
Wealthspire Advisors (New York)
New York
$1.67M +$948K +1,780 +153%
QWM
1084
Quadcap Wealth Management
Texas
$1.67M +$22.4K +42 +1%
GBT
1085
Grove Bank & Trust
Florida
$1.66M +$882K +1,656 +129%
CTC
1086
Central Trust Company
Missouri
$1.66M +$62.8K +118 +4%
LWAM
1087
Legacy Wealth Asset Management
Minnesota
$1.65M +$24K +45 +2%
MCM
1088
McRae Capital Management
New Jersey
$1.65M -$13.3K -25 -0.9%
LA
1089
Lifeworks Advisors
Michigan
$1.65M +$205K +386 +15%
CIA
1090
Capital Investment Advisors
Georgia
$1.65M +$221K +415 +17%
PPWP
1091
Premier Path Wealth Partners
New Jersey
$1.64M +$28.2K +53 +2%
FMLI
1092
Fukoku Mutual Life Insurance
Japan
$1.64M +$629K +1,181 +69%
MYIA
1093
Mount Yale Investment Advisors
Colorado
$1.63M +$458K +861 +43%
NB
1094
NBT Bank
New York
$1.62M -$72.4K -136 -4%
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$1.61M -$216K -405 -12%
NI
1096
Natural Investments
California
$1.61M +$172K +324 +13%
MAM
1097
McLaughlin Asset Management
Illinois
$1.6M +$1.51M +2,828 New
BCWM
1098
Bartlett & Co Wealth Management
Ohio
$1.6M +$16.5K +31 +1%
AWA
1099
Arete Wealth Advisors
Illinois
$1.6M +$353K +664 +31%
FCP
1100
Fidelis Capital Partners
Florida
$1.6M +$251K +471 +20%