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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
MW
1576
MBL Wealth
North Carolina
$527K
LJHT
1577
Laurie J. Hall Trustee
$524K
KCP
1578
Kera Capital Partners
California
$523K
OF
1579
Optimize Financial
California
$521K
FFG
1580
Fiduciary Financial Group
California
$521K
PPWM
1581
Perissos Private Wealth Management
Oklahoma
$519K
CG
1582
Clarus Group
Texas
$518K
NL
1583
Navalign LLC
California
$517K
AP
1584
Anchyra Partners
Georgia
$517K
FWA
1585
FSM Wealth Advisors
Ohio
$515K
IAS
1586
Integrity Advisory Solutions
Texas
$515K
HGA
1587
Hobbs Group Advisors
South Carolina
$513K
CBA
1588
Coastal Bridge Advisors
Connecticut
$513K
RFW
1589
Rainier Family Wealth
Washington
$511K
WMA
1590
Wealth Management Associates
New Jersey
$511K
RA
1591
Riversedge Advisors
Delaware
$510K
AWE
1592
Avidian Wealth Enterprises
Texas
$510K
NAMP
1593
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$510K
PCM
1594
Praxis Capital Management
Illinois
$510K
IFA
1595
Index Fund Advisors
California
$502K
ESC
1596
Eurizon SLJ Capital
$502K
VFA
1597
Voya Financial Advisors
Connecticut
$502K
SFGM
1598
Stonebridge Financial Group (Missouri)
Missouri
$498K
AWM
1599
Ariadne Wealth Management
California
$498K
YP
1600
YANKCOM Partnership
South Dakota
$497K