We are live on ! Find out more
ISRG icon

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
CBT
1726
Crews Bank & Trust
Florida
$401K
AWA
1727
AGH Wealth Advisors
Kansas
$400K -$6.92K -13 -2%
AA
1728
Armis Advisers
Georgia
$398K +$101K +189 +29%
PPC
1729
Park Place Capital
Alabama
$397K -$399K -750 -52%
PI
1730
Parkside Investments
Illinois
$396K
PA
1731
Promethium Advisors
Maryland
$396K
WSFG
1732
Wall Street Financial Group
Illinois
$394K +$26.1K +49 +8%
PCM
1733
Princeton Capital Management
New Jersey
$391K +$55.4K +104 +18%
OPF
1734
Old Peak Finance
North Carolina
$391K +$367K +690 New
WRPWM
1735
Werba Rubin Papier Wealth Management
California
$390K +$106K +199 +41%
PIA
1736
Pinion Investment Advisors
Kansas
$390K +$49.5K +93 +16%
GSC
1737
Ground Swell Capital
South Carolina
$389K +$365K +686 New
CCWM
1738
Cassaday & Co Wealth Management
Virginia
$388K +$22.9K +43 +7%
TW
1739
Traveka Wealth
California
$388K -$7.45K -14 -2%
HAS
1740
HBW Advisory Services
California
$386K +$363K +682 New
SCM
1741
Schnieders Capital Management
California
$385K -$156K -293 -30%
OCBCO
1742
Oversea-Chinese Banking Corp (OCBC)
Singapore
$385K -$102K -192 -22%
HR
1743
Howe & Rusling
New York
$385K +$362K +680 New
ESB
1744
Essex Savings Bank
Connecticut
$384K -$2.66K -5 -0.7%
VFA
1745
Values First Advisors
Tennessee
$384K -$53.2K -100 -13%
BB
1746
Burford Brothers
Texas
$383K -$532 -1 -0.1%
AW
1747
Avion Wealth
Texas
$383K -$153K -287 -30%
TCM
1748
Teza Capital Management
Illinois
$383K +$360K +676 New
VCM
1749
Viewpoint Capital Management
Washington
$382K
EL
1750
EWA LLC
Pennsylvania
$382K +$35.7K +67 +11%