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Intuitive Surgical

2,372 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 966 increasing their positions, 708 reducing their positions, and 107 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: $ → $

13% more funds holding

Funds holding: 2,0992,372 (+273)

2.48% more ownership

Funds ownership: 81.59%84.07% (+2.5%)

23% less call options, than puts

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

Holders
2,372
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
MW
1301
Marble Wealth
Alabama
$957K
CIC
1302
Carnegie Investment Counsel
Ohio
$956K
BL
1303
BFSG LLC
California
$954K
QWP
1304
Quotient Wealth Partners
Texas
$951K
HFM
1305
Hartford Financial Management
Connecticut
$946K
SW
1306
Simplicity Wealth
New Jersey
$946K
CCC
1307
Compass Capital Corp
Massachusetts
$944K
RA
1308
Rational Advisors
New York
$943K
PCM
1309
Pincus Capital Management
New York
$943K
CCFM
1310
Clear Creek Financial Management
Washington
$942K
RFS
1311
Richardson Financial Services
Massachusetts
$939K
VWM
1312
Venturi Wealth Management
Texas
$937K
BWP
1313
BSW Wealth Partners
Colorado
$934K
PWMAG
1314
Pinnacle Wealth Management Advisory Group
New Jersey
$929K
EDRH
1315
Edmond de Rothschild Holding
Switzerland
$926K
WA
1316
Win Advisors
Florida
$923K
WB
1317
WesBanco Bank
West Virginia
$920K
NF
1318
Nikulski Financial
Iowa
$919K
RWPA
1319
Richard W. Paul & Associates
Michigan
$917K
ICP
1320
Interchange Capital Partners
Pennsylvania
$915K
CFG
1321
Cooper Financial Group
California
$914K
EG
1322
Ellerson Group
Maryland
$912K
FMP
1323
Financial Management Professionals
Texas
$911K
EFS
1324
Essex Financial Services
Connecticut
$907K
TC
1325
TownSquare Capital
Utah
$907K