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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
PFG
1776
Putney Financial Group
California
$362K -$5.32K -10 -2%
WG
1777
Welch Group
Alabama
$362K +$71.3K +134 +27%
NWM
1778
Navigoe Wealth Management
California
$361K -$8.52K -16 -2%
KJHP
1779
K.J. Harrison & Partners
Ontario, Canada
$361K -$1.6M -3,001 -82%
MAG
1780
Mokosak Advisory Group
Iowa
$360K
EWP
1781
Equity Wealth Partners
Missouri
$359K
RSS
1782
Rosenblum Silverman Sutton
California
$356K +$15.4K +29 +5%
ITIM
1783
Indiana Trust & Investment Management
Indiana
$354K
CIS
1784
Custom Index Systems
New York
$353K -$174K -326 -34%
FC
1785
Fairscale Capital
New Hampshire
$353K -$111K -208 -25%
PCM
1786
Permanent Capital Management
Illinois
$353K +$4.79K +9 +1%
CM
1787
Cercano Management
Washington
$352K -$4.59M -8,614 -93%
CIAM
1788
Caitong International Asset Management
Hong Kong
$350K +$329K +618 New
BIG
1789
Brookwood Investment Group
Arizona
$349K -$290K -544 -47%
SLC
1790
Second Line Capital
Louisiana
$349K +$16K +30 +5%
ACM
1791
Alessandra Capital Management
California
$349K +$328K +616 New
AFS
1792
Anderson Financial Strategies
Ohio
$348K
APW
1793
Austin Private Wealth
Texas
$348K -$12.8K -24 -4%
BWM
1794
Bulltick Wealth Management
Florida
$348K +$327K +614 New
TAM
1795
Titleist Asset Management
Texas
$347K +$326K +613 New
SFCL
1796
Strengthening Families & Communities LLC
Massachusetts
$347K
FBT
1797
First Bankers Trust
Kentucky
$347K -$27.7K -52 -8%
JHC
1798
J. Hagan Capital
Kentucky
$347K +$6.39K +12 +2%
WPA
1799
West Paces Advisors
Georgia
$346K +$21.3K +40 +7%
WB
1800
Webster Bank
Connecticut
$343K -$30.3K -57 -9%