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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
APWM
1426
Argonautica Private Wealth Management
Massachusetts
$728K
AIM
1427
Acropolis Investment Management
Missouri
$727K
IBOK
1428
Independence Bank of Kentucky
Kentucky
$726K
AHL
1429
Abel Hall LLC
Louisiana
$726K
ACA
1430
Arsenal Capital Advisors
Pennsylvania
$726K
PEA
1431
Park Edge Advisors
Ohio
$721K
UWPG
1432
Ullmann Wealth Partners Group
Florida
$718K
CF
1433
Claris Financial
Virginia
$714K
ALAM
1434
Asahi Life Asset Management
Japan
$713K
VCM
1435
Versant Capital Management
Arizona
$712K
ACG
1436
Allen Capital Group
Nebraska
$710K
JSC
1437
Jackson Square Capital
California
$708K
KFA
1438
Kapstone Financial Advisors
Ohio
$707K
NAS
1439
Nicolet Advisory Services
Wisconsin
$706K
IAG
1440
Investmark Advisory Group
Connecticut
$703K
FBFS
1441
First Business Financial Services
Wisconsin
$702K
KA
1442
Klingman & Associates
New York
$692K
TC
1443
Trust Company
Kansas
$686K
MWP
1444
Meriwether Wealth & Planning
Louisiana
$681K
PCI
1445
Planning Center Inc
Illinois
$680K
CM
1446
Castleark Management
Illinois
$680K
IP
1447
Investment Partners
Ohio
$678K
GTAM
1448
Global Trust Asset Management
Florida
$675K
7WCP
1449
71 West Capital Partners
Massachusetts
$675K
YC
1450
Yarbrough Capital
Tennessee
$674K