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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
FAC
1901
Financial Advisory Corporation
Michigan
$280K
BCM
1902
Buckhead Capital Management
Georgia
$280K +$264K +495 New
TWM
1903
Tripletail Wealth Management
Florida
$280K -$17K -32 -6%
VWM
1904
Vigilare Wealth Management
Arizona
$279K
AA
1905
Acorns Advisers
California
$278K -$2.66K -5 -1%
DBRC
1906
D.B. Root & Company
Pennsylvania
$278K -$127K -239 -33%
CFP
1907
Cascade Financial Partners
California
$278K
CT
1908
Colonial Trust
South Carolina
$276K +$70.8K +133 +38%
MWM
1909
MGB Wealth Management
Texas
$275K
SFG
1910
Sunburst Financial Group
Alabama
$275K +$10.6K +20 +4%
PWA
1911
Provenance Wealth Advisors
Florida
$274K -$11.7K -22 -4%
DM
1912
Deerfield Management
New York
$274K -$2.64M -4,955 -91%
AW
1913
Alteri Wealth
California
$274K +$12.2K +23 +5%
CP
1914
Castleview Partners
Texas
$274K +$257K +483 New
NWMG
1915
National Wealth Management Group
Ohio
$274K +$257K +483 New
BSI
1916
Bennett Selby Investments
Maine
$273K
CWG
1917
Crown Wealth Group
North Carolina
$272K -$2.66K -5 -1%
NAM
1918
NTV Asset Management
West Virginia
$272K
FFO
1919
Fortitude Family Office
Arizona
$271K -$87.3K -164 -26%
SWP
1920
Semus Wealth Partners
Florida
$270K -$47.4K -89 -16%
MFC
1921
Morris Financial Concepts
South Carolina
$270K -$3.73K -7 -1%
AC
1922
AXQ Capital
New Jersey
$268K -$930K -1,746 -79%
NC
1923
nVerses Capital
Florida
$268K +$252K +474 New
CWM
1924
Cherrydale Wealth Management
New Jersey
$268K +$5.86K +11 +2%
WLIM
1925
White Lighthouse Investment Management
Massachusetts
$268K +$12.2K +23 +5%