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
CCWM
1851
Correct Capital Wealth Management
Missouri
$314K +$28.7K +54 +11%
LNB
1852
Ledyard National Bank
$314K +$295K +554 New
WKSWA
1853
White Knight Strategic Wealth Advisors
New Jersey
$314K +$295K +554 New
FRM
1854
Fox Run Management
Connecticut
$313K -$1.21M -2,271 -80%
NAMNJ
1855
NorthStar Asset Management (New Jersey)
New Jersey
$313K
SIG
1856
Spinnaker Investment Group
California
$313K +$17.6K +33 +6%
HKIMG
1857
Hutchens & Kramer Investment Management Group
Indiana
$311K -$4.79K -9 -2%
GCM
1858
G2 Capital Management
Ohio
$309K -$14.9K -28 -5%
IA
1859
IFG Advisory
Georgia
$309K +$1.6K +3 +0.6%
NHC
1860
Nicholas Hoffman & Company
Georgia
$308K -$85.2K -160 -23%
WH
1861
Wallace Hart
Kentucky
$307K -$9.58K -18 -3%
BC
1862
Burney Company
Virginia
$307K +$289K +542 New
NWM
1863
Northwest Wealth Management
Iowa
$306K -$4.26K -8 -1%
BCA
1864
Bay Colony Advisors
Massachusetts
$306K +$288K +541 New
SHWM
1865
Smith & Howard Wealth Management
Georgia
$306K -$38.3K -72 -12%
SP
1866
Stonebrook Private
Michigan
$306K +$30.9K +58 +12%
DWM
1867
Dynasty Wealth Management
Florida
$305K +$287K +539 New
AI
1868
Arvest Investments
Arkansas
$302K -$2.13K -4 -0.7%
PW
1869
PUREfi Wealth
Massachusetts
$302K +$16K +30 +6%
CIS
1870
Continental Investors Services
Washington
$300K +$23.4K +44 +8%
BWM
1871
BlackDiamond Wealth Management
New York
$300K +$10.1K +19 +3%
MCM
1872
MV Capital Management
Maryland
$300K +$3.19K +6 +1%
CG
1873
Corundum Group
Colorado
$298K +$281K +527 New
AT
1874
Arlington Trust
Alabama
$297K -$119K -224 -30%
FG
1875
Foster Group
Iowa
$296K +$278K +523 New