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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
SW
1301
Simplicity Wealth
New Jersey
$946K
CCC
1302
Compass Capital Corp
Massachusetts
$944K
RA
1303
Rational Advisors
New York
$943K
PCM
1304
Pincus Capital Management
New York
$943K
CCFM
1305
Clear Creek Financial Management
Washington
$942K
RFS
1306
Richardson Financial Services
Massachusetts
$939K
VWM
1307
Venturi Wealth Management
Texas
$937K
BWP
1308
BSW Wealth Partners
Colorado
$934K
PWMAG
1309
Pinnacle Wealth Management Advisory Group
New Jersey
$929K
EDRH
1310
Edmond de Rothschild Holding
Switzerland
$926K
WA
1311
Win Advisors
Florida
$923K
WB
1312
WesBanco Bank
West Virginia
$920K
NF
1313
Nikulski Financial
Iowa
$919K
RWPA
1314
Richard W. Paul & Associates
Michigan
$917K
ICP
1315
Interchange Capital Partners
Pennsylvania
$915K
CFG
1316
Cooper Financial Group
California
$914K
EG
1317
Ellerson Group
Maryland
$912K
FMP
1318
Financial Management Professionals
Texas
$911K
EFS
1319
Essex Financial Services
Connecticut
$907K
TC
1320
TownSquare Capital
Utah
$907K
SC
1321
Saiph Capital
New Jersey
$905K
IFU
1322
iSAM Funds (UK)
United Kingdom
$902K
B
1323
Birchbrook
Maine
$901K
PCA
1324
Pallas Capital Advisors
Massachusetts
$896K
TPI
1325
Trust Point Inc
Wisconsin
$894K