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Intuitive Surgical

2,387 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 440 funds opening new positions, 971 increasing their positions, 708 reducing their positions, and 108 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: 2,1042,387 (+283)

2.22% more ownership

Funds ownership: 81.73%83.94% (+2.2%)

22% less call options, than puts

Call options by funds: $2.09B | Put options by funds: $2.69B

Holders
2,387
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
$2.09B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$383M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1426
MJP Associates
Connecticut
$747K
TFM
1427
TFC Financial Management
Massachusetts
$746K
LSA
1428
Lansing Street Advisors
Pennsylvania
$744K
KAM
1429
Karani Asset Management
New York
$744K
CJ
1430
Caitlin John
Michigan
$742K
MMG
1431
Monetary Management Group
Missouri
$742K
CWM
1432
Connecticut Wealth Management
Connecticut
$741K
SPC
1433
Spirepoint Private Client
Florida
$735K
APWM
1434
Argonautica Private Wealth Management
Massachusetts
$728K
AIM
1435
Acropolis Investment Management
Missouri
$727K
IBOK
1436
Independence Bank of Kentucky
Kentucky
$726K
AHL
1437
Abel Hall LLC
Louisiana
$726K
ACA
1438
Arsenal Capital Advisors
Pennsylvania
$726K
PEA
1439
Park Edge Advisors
Ohio
$721K
UWPG
1440
Ullmann Wealth Partners Group
Florida
$718K
CF
1441
Claris Financial
Virginia
$714K
ALAM
1442
Asahi Life Asset Management
Japan
$713K
VCM
1443
Versant Capital Management
Arizona
$712K
ACG
1444
Allen Capital Group
Nebraska
$710K
JSC
1445
Jackson Square Capital
California
$708K
KFA
1446
Kapstone Financial Advisors
Ohio
$707K
NAS
1447
Nicolet Advisory Services
Wisconsin
$706K
IAG
1448
Investmark Advisory Group
Connecticut
$703K
FBFS
1449
First Business Financial Services
Wisconsin
$702K
KA
1450
Klingman & Associates
New York
$692K