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Intuitive Surgical

2,357 hedge funds and large institutions have $170B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 961 increasing their positions, 707 reducing their positions, and 106 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: $ → $

12% more funds holding

Funds holding: 2,0982,357 (+259)

2.01% more ownership

Funds ownership: 81.59%83.6% (+2%)

23% less call options, than puts

Call options by funds: $2.08B | Put options by funds: $2.69B

Holders
2,357
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
$2.08B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$384M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1101
International Assets Investment Management
Florida
$1.56M
EWM
1102
Empirical Wealth Management
Washington
$1.56M
DE
1103
Diversified Enterprises
Delaware
$1.56M
EW
1104
Evoke Wealth
California
$1.55M
HT
1105
Heritage Trust
Oklahoma
$1.55M
IIA
1106
IPG Investment Advisors
California
$1.55M
BLC
1107
Brown, Lisle/Cummings
Rhode Island
$1.55M
PA
1108
Pinnacle Associates
New York
$1.55M
RFP
1109
Root Financial Partners
California
$1.54M
AU
1110
Algebris (UK)
United Kingdom
$1.53M
JSW
1111
Journey Strategic Wealth
New Jersey
$1.53M
CIA
1112
Choate Investment Advisors
Massachusetts
$1.52M
UAG
1113
United Advisor Group
Ohio
$1.5M
UAS
1114
United Asset Strategies
New York
$1.5M
MG
1115
Mather Group
Illinois
$1.49M
JIC
1116
Joel Isaacson & Co
New York
$1.49M
SVWAG
1117
Sound View Wealth Advisors Group
Georgia
$1.49M
PWPS
1118
Pinnacle Wealth Planning Services
Ohio
$1.48M
GVAG
1119
Great Valley Advisor Group
Delaware
$1.48M
FFM
1120
Forum Financial Management
Illinois
$1.48M
AA
1121
ALPS Advisors
Colorado
$1.46M
CCA
1122
Checchi Capital Advisers
California
$1.45M
SIG
1123
Sargent Investment Group
Maryland
$1.44M
SF
1124
Symphony Financial
Texas
$1.44M
GWANC
1125
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.44M