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Intuitive Surgical

2,387 hedge funds and large institutions have $171B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 440 funds opening new positions, 971 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

13% more funds holding

Funds holding: 2,1042,387 (+283)

2.22% more ownership

Funds ownership: 81.73%83.94% (+2.2%)

22% less call options, than puts

Call options by funds: $2.09B | Put options by funds: $2.69B

Holders
2,387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.09B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$383M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1851
Stonebrook Private
Michigan
$306K
DWM
1852
Dynasty Wealth Management
Florida
$305K
AI
1853
Arvest Investments
Arkansas
$302K
PW
1854
PUREfi Wealth
Massachusetts
$302K
CIS
1855
Continental Investors Services
Washington
$300K
BWM
1856
BlackDiamond Wealth Management
New York
$300K
MCM
1857
MV Capital Management
Maryland
$300K
CG
1858
Corundum Group
Colorado
$298K
AT
1859
Arlington Trust
Alabama
$297K
RAM
1860
Reflection Asset Management
South Carolina
$296K
FG
1861
Foster Group
Iowa
$296K
MCM
1862
Mengis Capital Management
Oregon
$295K
JCM
1863
Jacobi Capital Management
Pennsylvania
$295K
PSP
1864
Principal Street Partners
Tennessee
$293K
KMWM
1865
Keudell/Morrison Wealth Management
Oregon
$293K
LSPW
1866
Lake Street Private Wealth
Illinois
$292K
PUI
1867
Purpose Unlimited Inc
$291K
C
1868
Covestor
United Kingdom
$290K
GAM
1869
Gemmer Asset Management
California
$289K
MSR
1870
Main Street Research
Connecticut
$288K
BW
1871
BIP Wealth
Georgia
$288K
NCM
1872
Novare Capital Management
North Carolina
$287K
TAM
1873
Townsend Asset Management
North Carolina
$285K
SFWC
1874
Strategic Family Wealth Counselors
New Jersey
$285K
EAM
1875
Evanson Asset Management
California
$285K