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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
VAG
1651
VisionPoint Advisory Group
Texas
$455K +$8.52K +16 +2%
GKFF
1652
George Kaiser Family Foundation
Oklahoma
$454K
PGCM
1653
Prescott Group Capital Management
Oklahoma
$454K
OCM
1654
One Capital Management
California
$454K -$40.5K -76 -9%
ACM
1655
Advance Capital Management
Michigan
$454K
ACM
1656
Arcataur Capital Management
Wisconsin
$454K
PMG
1657
ProVise Management Group
Florida
$454K
SN
1658
Sittner & Nelson
Oregon
$453K +$9.58K +18 +2%
AL
1659
Arnhold LLC
New York
$453K
RWA
1660
River Wealth Advisors
Pennsylvania
$453K +$426K +800 New
FAT
1661
First American Trust
California
$453K -$4.26K -8 -1%
FF
1662
Francis Financial
$453K +$22.9K +43 +6%
AGP
1663
Autumn Glory Partners
Texas
$453K
RA
1664
Riverstone Advisors
Texas
$453K +$36.7K +69 +9%
RI
1665
Ruggiero Investments
Florida
$453K +$425K +799 New
CPA
1666
Capital Performance Advisors
California
$451K +$117K +220 +38%
FFA
1667
First Foundation Advisors
California
$450K -$130K -245 -24%
BWS
1668
Buck Wealth Strategies
Colorado
$449K +$422K +793 New
OIMU
1669
Osmosis Investment Management UK
United Kingdom
$449K +$422K +792 New
WAS
1670
WESPAC Advisors SoCal
California
$447K -$5.86K -11 -1%
AWM
1671
Aries Wealth Management
Maine
$445K +$74.5K +140 +22%
SG
1672
StoneX Group
New York
$444K -$207K -389 -33%
SC
1673
Saturna Capital
Washington
$443K +$417K +783 New
MCWS
1674
McKinley Carter Wealth Services
West Virginia
$443K -$532 -1 -0.1%
CCMI
1675
Creative Capital Management Investments
California
$442K