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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
TAFW
1451
Tred Avon Family Wealth
Maryland
$673K
PFBT
1452
Parkside Financial Bank & Trust
Missouri
$665K
OFP
1453
OLIO Financial Planning
Virginia
$665K
SCP
1454
Sivia Capital Partners
California
$665K
CWM
1455
Centurion Wealth Management
Virginia
$665K
CPW
1456
Cove Private Wealth
New York
$663K
VC
1457
Veery Capital
Delaware
$662K
NGA
1458
Naples Global Advisors
Florida
$660K
KIM
1459
Kestra Investment Management
Texas
$659K
LOIM
1460
Liberty One Investment Management
Illinois
$658K
DWM
1461
Drive Wealth Management
Utah
$658K
SFO
1462
Stokes Family Office
Louisiana
$656K
RBC
1463
Romano Brothers & Co
Illinois
$655K
RL
1464
Retireful LLC
Michigan
$655K
ZIC
1465
ZWJ Investment Counsel
Georgia
$654K
AF
1466
Advisornet Financial
Minnesota
$652K
EA
1467
Everpar Advisors
Oklahoma
$650K
CH
1468
Cromwell Holdings
Wyoming
$648K
DIA
1469
Dana Investment Advisors
Wisconsin
$646K
TP
1470
TritonPoint Partners
Maryland
$646K
MWM
1471
Modern Wealth Management
Kansas
$643K
PWMG
1472
Prestige Wealth Management Group
New Jersey
$641K
RPC
1473
Rossmore Private Capital
Connecticut
$641K
SGCA
1474
Steel Grove Capital Advisors
Tennessee
$639K
PPW
1475
Parcion Private Wealth
Washington
$638K