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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
EWM
1651
Evermay Wealth Management
Virginia
$441K
VPP
1652
Vertex Planning Partners
Illinois
$441K
LJAC
1653
L.J. Altfest & Co
New York
$439K
VDI
1654
Vaughan David Investments
Illinois
$438K
MC
1655
Middleton & Co
Massachusetts
$437K
LG
1656
LaFleur & Godfrey
Michigan
$437K
RS
1657
R Squared
Hong Kong
$436K
BEW
1658
Burton Enright Welch
California
$435K
WCFA
1659
Walkner Condon Financial Advisors
Wisconsin
$434K
YWM
1660
Yukon Wealth Management
Kansas
$432K
SAM
1661
Secure Asset Management
Michigan
$432K
AWP
1662
Abacus Wealth Partners
California
$431K
RPWA
1663
Regent Peak Wealth Advisors
Georgia
$430K
GMA
1664
Glassy Mountain Advisors
Maryland
$429K
SF
1665
SWP Financial
California
$428K
FM
1666
Family Management
New York
$427K
4WM
1667
44 Wealth Management
Oregon
$424K
HBW
1668
Hazlett, Burt & Watson
West Virginia
$424K
CWA
1669
Cura Wealth Advisors
Illinois
$424K
TPF
1670
Tribridge Partners Financial
Maryland
$423K
OWG
1671
Oxford Wealth Group
Florida
$422K
TPWA
1672
TRUE Private Wealth Advisors
Oregon
$421K
ICP
1673
Impact Capital Partners
Colorado
$421K
JGGDR
1674
JGP Global Gestao de Recursos
Brazil
$421K
AAIM
1675
Asset Advisors Investment Management
Georgia
$420K