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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
MW
1601
MBL Wealth
North Carolina
$527K +$495K +930 New
LJHT
1602
Laurie J. Hall Trustee
$524K
KCP
1603
Kera Capital Partners
California
$523K +$178K +335 +48%
OF
1604
Optimize Financial
California
$521K +$6.39K +12 +1%
FFG
1605
Fiduciary Financial Group
California
$521K +$10.1K +19 +2%
PPWM
1606
Perissos Private Wealth Management
Oklahoma
$519K
CG
1607
Clarus Group
Texas
$518K
NL
1608
Navalign LLC
California
$517K
AP
1609
Anchyra Partners
Georgia
$517K +$486K +913 New
FWA
1610
FSM Wealth Advisors
Ohio
$515K -$10.6K -20 -2%
IAS
1611
Integrity Advisory Solutions
Texas
$515K +$44.2K +83 +10%
HGA
1612
Hobbs Group Advisors
South Carolina
$513K -$51.6K -97 -10%
CBA
1613
Coastal Bridge Advisors
Connecticut
$513K -$6.92K -13 -1%
RFW
1614
Rainier Family Wealth
Washington
$511K -$98.5K -185 -17%
WMA
1615
Wealth Management Associates
New Jersey
$511K +$27.7K +52 +6%
RA
1616
Riversedge Advisors
Delaware
$510K +$9.05K +17 +2%
AWE
1617
Avidian Wealth Enterprises
Texas
$510K -$57.5K -108 -11%
NAMP
1618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$510K
PCM
1619
Praxis Capital Management
Illinois
$510K +$479K +900 New
IFA
1620
Index Fund Advisors
California
$502K
ESC
1621
Eurizon SLJ Capital
$502K +$472K +887 New
VFA
1622
Voya Financial Advisors
Connecticut
$502K -$67.6K -127 -13%
SFGM
1623
Stonebridge Financial Group (Missouri)
Missouri
$498K +$468K +880 New
AWM
1624
Ariadne Wealth Management
California
$498K -$43.7K -82 -7%
YP
1625
YANKCOM Partnership
South Dakota
$497K +$27.7K +52 +6%