ISRG icon

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
FMN
1501
Financial Management Network
California
$603K
AA
1502
Apriem Advisors
California
$603K
WAOTB
1503
Wealth Advisors of Tampa Bay
Florida
$601K
LWM
1504
LJI Wealth Management
Indiana
$600K
SHGA
1505
Sand Hill Global Advisors
California
$599K
VWA
1506
Visionary Wealth Advisors
Illinois
$598K
XT
1507
XTX Topco
Cayman Islands
$598K
LRWM
1508
Lord & Richards Wealth Management
Colorado
$596K
TCWM
1509
Total Clarity Wealth Management
Illinois
$593K
EWM
1510
Evercore Wealth Management
New York
$592K
NS
1511
NBC Securities
Alabama
$591K
BWP
1512
BlueStem Wealth Partners
Minnesota
$590K
1W
1513
1776 Wealth
Georgia
$586K
PAM
1514
Palisade Asset Management
Minnesota
$585K
CI
1515
Carroll Investors
South Carolina
$585K
SAI
1516
Systematic Alpha Investments
New Jersey
$583K
AI
1517
Accredited Investors
Minnesota
$582K
MWM
1518
Mosley Wealth Management
California
$582K
SFS
1519
Sharp Financial Services
Pennsylvania
$582K
SIM
1520
Sentry Investment Management
Wisconsin
$581K
GIM
1521
Goelzer Investment Management
Indiana
$579K
OL
1522
OneFund LLC
Florida
$579K
FIA
1523
Foundations Investment Advisors
Arizona
$578K
VFG
1524
V2 Financial group
Illinois
$578K
ACM
1525
ADAR1 Capital Management
Texas
$578K