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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
PCI
1451
Planning Center Inc
Illinois
$680K
CM
1452
Castleark Management
Illinois
$680K
IP
1453
Investment Partners
Ohio
$678K
GTAM
1454
Global Trust Asset Management
Florida
$675K
7WCP
1455
71 West Capital Partners
Massachusetts
$675K
YC
1456
Yarbrough Capital
Tennessee
$674K
TAFW
1457
Tred Avon Family Wealth
Maryland
$673K
PFBT
1458
Parkside Financial Bank & Trust
Missouri
$665K
OFP
1459
OLIO Financial Planning
Virginia
$665K
SCP
1460
Sivia Capital Partners
California
$665K
CWM
1461
Centurion Wealth Management
Virginia
$665K
CPW
1462
Cove Private Wealth
New York
$663K
VC
1463
Veery Capital
Delaware
$662K
NGA
1464
Naples Global Advisors
Florida
$660K
KIM
1465
Kestra Investment Management
Texas
$659K
LOIM
1466
Liberty One Investment Management
Illinois
$658K
DWM
1467
Drive Wealth Management
Utah
$658K
SFO
1468
Stokes Family Office
Louisiana
$656K
RBC
1469
Romano Brothers & Co
Illinois
$655K
RL
1470
Retireful LLC
Michigan
$655K
ZIC
1471
ZWJ Investment Counsel
Georgia
$654K
AF
1472
Advisornet Financial
Minnesota
$652K
EA
1473
Everpar Advisors
Oklahoma
$650K
CH
1474
Cromwell Holdings
Wyoming
$648K
DIA
1475
Dana Investment Advisors
Wisconsin
$646K