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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
FA
1601
Fiduciary Alliance
South Carolina
$495K
EPW
1602
Evolve Private Wealth
California
$490K
OHWP
1603
Oak Harbor Wealth Partners
North Carolina
$490K
FF
1604
Foronjy Financial
California
$489K
CA
1605
Callahan Advisors
Texas
$488K
SS
1606
Sunbelt Securities
Texas
$487K
MEAC
1607
M.E. Allison & Co
Texas
$487K
BCM
1608
Bourgeon Capital Management
Connecticut
$485K
BWP
1609
Burling Wealth Partners
Illinois
$483K
HIC
1610
Holderness Investments Company
North Carolina
$481K
A
1611
Argentarii
Ohio
$480K
FFA
1612
Founders Financial Alliance
North Carolina
$475K
FMTC
1613
Farmers & Merchants Trust Company
California
$475K
MFG
1614
Magnus Financial Group
New York
$474K
AMPWP
1615
Alvarez & Marsal Private Wealth Partners
Florida
$471K
FWP
1616
Forefront Wealth Partners
Texas
$464K
PTP
1617
Platform Technology Partners
New York
$463K
AWP
1618
Avid Wealth Partners
Texas
$462K
JC
1619
JM2 Capital
Oklahoma
$462K
TSWM
1620
Triangle Securities Wealth Management
North Carolina
$460K
CWM
1621
Cornerstone Wealth Management
Missouri
$459K
AT
1622
Avalon Trust
New Mexico
$458K
TSMHT
1623
Thurston Springer Miller Herd & Titak
Indiana
$456K
CPC
1624
Congress Park Capital
New York
$455K
VAG
1625
VisionPoint Advisory Group
Texas
$455K