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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
AA
1526
Apriem Advisors
California
$603K -$7.45K -14 -1%
WAOTB
1527
Wealth Advisors of Tampa Bay
Florida
$601K +$82.5K +155 +17%
LWM
1528
LJI Wealth Management
Indiana
$600K +$3.19K +6 +0.6%
SHGA
1529
Sand Hill Global Advisors
California
$599K +$16K +30 +3%
VWA
1530
Visionary Wealth Advisors
Illinois
$598K +$13.3K +25 +2%
XT
1531
XTX Topco
Cayman Islands
$598K -$1.36M -2,554 -71%
LRWM
1532
Lord & Richards Wealth Management
Colorado
$596K +$54.3K +102 +11%
TCWM
1533
Total Clarity Wealth Management
Illinois
$593K +$17.6K +33 +3%
EWM
1534
Evercore Wealth Management
New York
$592K -$7.99K -15 -1%
NS
1535
NBC Securities
Alabama
$591K +$402K +756 +263%
BWP
1536
BlueStem Wealth Partners
Minnesota
$590K +$15.4K +29 +3%
1W
1537
1776 Wealth
Georgia
$586K +$3.73K +7 +0.7%
PAM
1538
Palisade Asset Management
Minnesota
$585K -$4.79K -9 -0.9%
CI
1539
Carroll Investors
South Carolina
$585K
SAI
1540
Systematic Alpha Investments
New Jersey
$583K
AI
1541
Accredited Investors
Minnesota
$582K -$17K -32 -3%
MWM
1542
Mosley Wealth Management
California
$582K +$692K +1,299 New
SFS
1543
Sharp Financial Services
Pennsylvania
$582K -$68.7K -129 -11%
SIM
1544
Sentry Investment Management
Wisconsin
$581K
GIM
1545
Goelzer Investment Management
Indiana
$579K -$32.5K -61 -6%
OL
1546
OneFund LLC
Florida
$579K +$32.5K +61 +6%
FIA
1547
Foundations Investment Advisors
Arizona
$578K -$902K -1,694 -62%
VFG
1548
V2 Financial group
Illinois
$578K +$224K +421 +70%
ACM
1549
ADAR1 Capital Management
Texas
$578K +$543K +1,020 New
SA
1550
Sylvest Advisors
Texas
$577K