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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
SSCA
1826
South Shore Capital Advisors
Massachusetts
$326K +$306K +575 New
CFO
1827
CVA Family Office
Colorado
$325K +$42.6K +80 +16%
IIA
1828
Integral Investment Advisors
California
$325K +$306K +574 New
RWM
1829
Reston Wealth Management
Virginia
$324K +$305K +573 New
TSW
1830
Thompson Siegel & Walmsley
Virginia
$323K
HFP
1831
Holistic Financial Partners
Indiana
$323K +$6.39K +12 +2%
CA
1832
Cornerstone Advisory
Maryland
$322K +$303K +569 New
ABC
1833
Associated Banc-Corp
Wisconsin
$322K
AB
1834
Atlas Brown
Kentucky
$321K -$49K -92 -14%
TWA
1835
TCI Wealth Advisors
Arizona
$321K -$26.1K -49 -8%
WA
1836
Waystone Advisors
Washington
$321K +$302K +567 New
WPW
1837
Waldron Private Wealth
Pennsylvania
$320K -$25K -47 -8%
SG
1838
Somerset Group
Minnesota
$320K
SP
1839
Successful Portfolios
Florida
$320K +$7.99K +15 +3%
JSAM
1840
J. Safra Asset Management
New York
$319K +$1.6K +3 +0.5%
CSA
1841
Cornerstone Select Advisors
Missouri
$319K +$4.79K +9 +2%
TWM
1842
Topsail Wealth Management
North Carolina
$319K +$10.6K +20 +4%
KCM
1843
Kathmere Capital Management
Pennsylvania
$319K +$300K +563 New
Q
1844
QVR
California
$319K +$300K +563 New
HPM
1845
Hoxton Planning & Management
West Virginia
$318K +$5.32K +10 +2%
RTC
1846
Real Talk Capital
Tennessee
$317K +$298K +560 New
CWS
1847
Confluence Wealth Services
Pennsylvania
$316K -$9.58K -18 -3%
RIL
1848
Rothschild Investment LLC
Illinois
$316K +$34.6K +65 +13%
EWM
1849
Elevatus Welath Management
New York
$315K -$79.3K -149 -21%
BCM
1850
Boreal Capital Management
Florida
$314K +$41.5K +78 +16%