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Intuitive Surgical

2,409 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 454 funds opening new positions, 975 increasing their positions, 712 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 454 | Existing positions closed: 108

41% more funds holding in top 10

Funds holding in top 10: 4969 (+20)

37% more repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 712

31% more capital invested

Capital invested by funds: $130B → $171B (+$40.8B)

14% more funds holding

Funds holding: 2,1092,409 (+300)

2.24% more ownership

Funds ownership: 81.8%84.03% (+2.2%)

22% less call options, than puts

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

Holders
2,409
Holders Change
+300
Holders Change %
+14.22%
% of All Funds
29.31%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
0.84%
New
454
Increased
975
Reduced
712
Closed
108
Calls
$2.09B
Puts
$2.69B
Net Calls
-$603M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1476
Cove Private Wealth
New York
$663K +$246K +462 +65%
VC
1477
Veery Capital
Delaware
$662K -$1.6K -3 -0.3%
NGA
1478
Naples Global Advisors
Florida
$660K +$53.2K +100 +9%
KIM
1479
Kestra Investment Management
Texas
$659K -$176K -330 -22%
LOIM
1480
Liberty One Investment Management
Illinois
$658K -$599K -1,125 -49%
DWM
1481
Drive Wealth Management
Utah
$658K +$38.3K +72 +7%
SFO
1482
Stokes Family Office
Louisiana
$656K +$81.5K +153 +15%
RBC
1483
Romano Brothers & Co
Illinois
$655K +$42.6K +80 +7%
RL
1484
Retireful LLC
Michigan
$655K +$609K +1,144 New
ZIC
1485
ZWJ Investment Counsel
Georgia
$654K +$44.7K +84 +8%
AF
1486
Advisornet Financial
Minnesota
$652K -$19.2K -36 -3%
EA
1487
Everpar Advisors
Oklahoma
$650K +$70.3K +132 +13%
CH
1488
Cromwell Holdings
Wyoming
$648K
DIA
1489
Dana Investment Advisors
Wisconsin
$646K +$11.2K +21 +2%
HEM
1490
Henson-Edgewater Management
Ohio
$646K +$607K +1,140 New
TP
1491
TritonPoint Partners
Maryland
$646K +$607K +1,140 New
MWM
1492
Modern Wealth Management
Kansas
$643K +$78.3K +147 +15%
PWMG
1493
Prestige Wealth Management Group
New Jersey
$641K +$559K +1,050 +1,280%
RPC
1494
Rossmore Private Capital
Connecticut
$641K +$70.8K +133 +13%
SGCA
1495
Steel Grove Capital Advisors
Tennessee
$639K +$94.8K +178 +19%
PPW
1496
Parcion Private Wealth
Washington
$638K +$32.5K +61 +6%
NWAG
1497
Net Worth Advisory Group
Utah
$637K -$16K -30 -3%
FNBOH
1498
First National Bank of Hutchinson
Kansas
$635K +$597K +1,121 New
TCM
1499
Tufton Capital Management
Maryland
$634K -$88.9K -167 -13%
MFS
1500
Miller Financial Services
Michigan
$633K -$70.8K -133 -11%