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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
JGGDR
1701
JGP Global Gestao de Recursos
Brazil
$421K -$40.5K -76 -9%
AAIM
1702
Asset Advisors Investment Management
Georgia
$420K +$395K +742 New
BBA
1703
BLB&B Advisors
Pennsylvania
$420K -$532 -1 -0.1%
SB
1704
Sunflower Bank
Texas
$418K +$16K +30 +4%
CWM
1705
Calamos Wealth Management
Illinois
$417K +$392K +736 New
DF
1706
Dunhill Financial
United Kingdom
$416K +$10.1K +19 +3%
STA
1707
Smith Thornton Advisors
Alabama
$415K -$1.6K -3 -0.4%
WRM
1708
Weybosset Research & Management
Rhode Island
$413K
CIAS
1709
Capital Investment Advisory Services
North Carolina
$413K +$19.7K +37 +5%
MA
1710
MONECO Advisors
Connecticut
$413K -$14.9K -28 -4%
WBC
1711
West Branch Capital
Massachusetts
$412K -$4.26K -8 -1%
NHT
1712
New Hampshire Trust
New Hampshire
$412K -$49.5K -93 -11%
SICM
1713
Sustainable Insight Capital Management
New York
$411K +$386K +725 New
SWM
1714
Salvus Wealth Management
New Jersey
$410K +$385K +724 New
PWM
1715
Prentice Wealth Management
New York
$409K +$14.4K +27 +4%
FFA
1716
Florida Financial Advisors
Florida
$408K +$99.6K +187 +35%
CA
1717
Claro Advisors
Massachusetts
$407K +$7.45K +14 +2%
QPWM
1718
Quadrant Private Wealth Management
Pennsylvania
$407K +$382K +718 New
JFGIW
1719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$406K -$134K -252 -26%
SPWM
1720
Spartan Planning & Wealth Management
North Carolina
$406K +$382K +717 New
ES
1721
Eagle Strategies
New York
$405K +$55.9K +105 +17%
DP
1722
Dearborn Partners
Illinois
$404K
WKWM
1723
Walter & Keenan Wealth Management
Indiana
$404K +$36.7K +69 +11%
MFA
1724
Morling Financial Advisors
California
$403K +$3.73K +7 +1%
BDF
1725
Black Diamond Financial
Maryland
$402K +$121K +228 +47%