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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
OL
1351
Optas LLC
Texas
$851K
NIA
1352
NIA Impact Advisors
California
$851K
AAI
1353
American Assets Inc
California
$850K
WA
1354
WBH Advisory
Maryland
$850K
AA
1355
AlphaCentric Advisors
Puerto Rico
$850K
KIA
1356
Kraematon Investment Advisors
Massachusetts
$841K
PWA
1357
Pitcairn Wealth Advisors
Pennsylvania
$838K
BEC
1358
Blue Edge Capital
Virginia
$838K
PJSIMP
1359
P.J. Schmidt Investment Management (PJS)
Wisconsin
$837K
BHWM
1360
Bar Harbor Wealth Management
New Hampshire
$835K
FHA
1361
Flagship Harbor Advisors
Massachusetts
$834K
MC
1362
Machina Capital
France
$833K
KCM
1363
KRS Capital Management
Michigan
$832K
FBB
1364
Fulton Breakefield Broenniman
Maryland
$831K
GFP
1365
Guardian Financial Partners
California
$830K
HIM
1366
Hillsdale Investment Management
Ontario, Canada
$827K
WPC
1367
Waters Parkerson & Co
Louisiana
$826K
1IA
1368
1834 Investment Advisors
Wisconsin
$825K
BOS
1369
Bank of Stockton
California
$825K
CWA
1370
CM Wealth Advisors
Ohio
$823K
LCWP
1371
Legacy Capital Wealth Partners
Arkansas
$823K
LAM
1372
Lewis Asset Management
California
$822K
FM
1373
Foster & Motley
Ohio
$819K
SFA
1374
Souders Financial Advisors
Ohio
$818K
PFG
1375
Prosperity Financial Group
California
$818K