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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
FA
1626
Fiduciary Alliance
South Carolina
$495K -$2.03M -3,812 -81%
EPW
1627
Evolve Private Wealth
California
$490K +$461K +866 New
OHWP
1628
Oak Harbor Wealth Partners
North Carolina
$490K -$60.2K -113 -12%
FF
1629
Foronjy Financial
California
$489K
CA
1630
Callahan Advisors
Texas
$488K
SS
1631
Sunbelt Securities
Texas
$487K -$231K -434 -34%
MEAC
1632
M.E. Allison & Co
Texas
$487K
BCM
1633
Bourgeon Capital Management
Connecticut
$485K
BWP
1634
Burling Wealth Partners
Illinois
$483K -$532 -1 -0.1%
HIC
1635
Holderness Investments Company
North Carolina
$481K
A
1636
Argentarii
Ohio
$480K +$6.39K +12 +1%
FFA
1637
Founders Financial Alliance
North Carolina
$475K -$3.19K -6 -0.7%
FMTC
1638
Farmers & Merchants Trust Company
California
$475K -$5.32K -10 -1%
MFG
1639
Magnus Financial Group
New York
$474K +$45.3K +85 +11%
AMPWP
1640
Alvarez & Marsal Private Wealth Partners
Florida
$471K +$443K +832 New
FNT
1641
First Nebraska Trust
Nebraska
$471K +$442K +831 New
FWP
1642
Forefront Wealth Partners
Texas
$464K +$11.2K +21 +3%
PTP
1643
Platform Technology Partners
New York
$463K +$3.19K +6 +0.7%
AWP
1644
Avid Wealth Partners
Texas
$462K +$37.3K +70 +9%
JC
1645
JM2 Capital
Oklahoma
$462K +$434K +815 New
TSWM
1646
Triangle Securities Wealth Management
North Carolina
$460K
CWM
1647
Cornerstone Wealth Management
Missouri
$459K
AT
1648
Avalon Trust
New Mexico
$458K
TSMHT
1649
Thurston Springer Miller Herd & Titak
Indiana
$456K +$311K +585 +265%
CPC
1650
Congress Park Capital
New York
$455K +$427K +803 New