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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
RZH
1676
Relyea Zuckerberg Hanson
Connecticut
$442K +$139K +261 +50%
EWM
1677
Evermay Wealth Management
Virginia
$441K +$25.6K +48 +7%
VPP
1678
Vertex Planning Partners
Illinois
$441K -$58K -109 -12%
LJAC
1679
L.J. Altfest & Co
New York
$439K -$3.73K -7 -0.9%
VDI
1680
Vaughan David Investments
Illinois
$438K
MC
1681
Middleton & Co
Massachusetts
$437K
LG
1682
LaFleur & Godfrey
Michigan
$437K +$18.6K +35 +5%
RS
1683
R Squared
Hong Kong
$436K -$1.59M -2,979 -79%
BEW
1684
Burton Enright Welch
California
$435K +$29.3K +55 +8%
WCFA
1685
Walkner Condon Financial Advisors
Wisconsin
$434K +$109K +205 +37%
YWM
1686
Yukon Wealth Management
Kansas
$432K -$13.3K -25 -3%
SAM
1687
Secure Asset Management
Michigan
$432K +$16K +30 +4%
AWP
1688
Abacus Wealth Partners
California
$431K +$405K +761 New
RPWA
1689
Regent Peak Wealth Advisors
Georgia
$430K +$21.3K +40 +6%
GMA
1690
Glassy Mountain Advisors
Maryland
$429K
SF
1691
SWP Financial
California
$428K
FM
1692
Family Management
New York
$427K +$50.6K +95 +14%
BHFP
1693
Blom & Howell Financial Planning
California
$426K +$400K +752 New
4WM
1694
44 Wealth Management
Oregon
$424K -$137K -257 -26%
HBW
1695
Hazlett, Burt & Watson
West Virginia
$424K -$9.58K -18 -2%
CWA
1696
Cura Wealth Advisors
Illinois
$424K +$398K +748 New
TPF
1697
Tribridge Partners Financial
Maryland
$423K
OWG
1698
Oxford Wealth Group
Florida
$422K +$397K +745 New
TPWA
1699
TRUE Private Wealth Advisors
Oregon
$421K
ICP
1700
Impact Capital Partners
Colorado
$421K +$60.2K +113 +18%