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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
AWA
1576
Argos Wealth Advisors
California
$551K +$518K +973 New
ILI
1577
Invesco LLC (Illinois)
Illinois
$550K
FFA
1578
Fragasso Financial Advisors
Pennsylvania
$549K +$63.4K +119 +14%
MA
1579
Mutual Advisors
Nebraska
$547K +$40.5K +76 +9%
SIA
1580
Soltis Investment Advisors
Utah
$547K +$91.6K +172 +22%
BA
1581
Bridgewater Advisors
New York
$546K +$28.2K +53 +5%
CWL
1582
Causey Wealth LLC
Colorado
$545K +$165K +310 +47%
CWG
1583
Cornerstone Wealth Group
North Carolina
$545K +$109K +204 +27%
AG
1584
AmeriFlex Group
Nevada
$545K +$489K +918 +2,086%
PW
1585
Paladin Wealth
Minnesota
$545K +$512K +962 New
RFA
1586
Resurgent Financial Advisors
Georgia
$541K -$1.6K -3 -0.3%
FAG
1587
Fortitude Advisory Group
Washington
$541K -$19.7K -37 -4%
BCA
1588
Bay Capital Advisors
Virginia
$541K +$532 +1 +0.1%
FC
1589
Financial Consulate
Maryland
$540K -$122K -229 -19%
LWA
1590
Ledgewood Wealth Advisors
New Hampshire
$538K
CBB
1591
Citizens Business Bank
California
$537K
CSP
1592
Cary Street Partners
Virginia
$534K +$361K +679 +257%
GB
1593
Goepper Burkhardt
South Carolina
$534K
AGA
1594
Accuvest Global Advisors
Utah
$532K +$500K +939 New
FFA
1595
Fortune Financial Advisors
Kansas
$531K -$9.58K -18 -2%
FWCM
1596
Ferguson Wellman Capital Management
Oregon
$531K
CSI
1597
Cross Staff Investments
New York
$530K
SCM
1598
SCS Capital Management
Massachusetts
$530K +$23.4K +44 +5%
AWM
1599
Aprio Wealth Management
Georgia
$527K +$211K +396 +74%
FWI
1600
Facet Wealth Inc
Maryland
$527K +$182K +341 +51%