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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
SC
1926
Seldon Capital
California
$262K
VFG
1927
Victory Financial Group
Texas
$262K
RWS
1928
Resolute Wealth Strategies
Mississippi
$261K
AWM
1929
Abound Wealth Management
Tennessee
$261K
KA
1930
Kercheville Advisors
Texas
$260K
WAG
1931
Wallace Advisory Group
California
$260K
CFFP
1932
Center for Financial Planning
Michigan
$259K
COCM
1933
Charter Oak Capital Management
New Hampshire
$259K
ST
1934
Spinnaker Trust
Maine
$259K
CAL
1935
Capital Analysts LLC
Pennsylvania
$259K
WFG
1936
Wills Financial Group
Virginia
$257K
BIM
1937
Breakwater Investment Management
Washington
$255K
BAM
1938
Berkshire Asset Management
Pennsylvania
$255K
LW
1939
Livet Wealth
Utah
$255K
FPW
1940
Flagship Private Wealth
Massachusetts
$255K
MWA
1941
Motive Wealth Advisors
Michigan
$254K
HR
1942
Hardy Reed
Mississippi
$253K
OBWG
1943
Onyx Bridge Wealth Group
New York
$253K
PWAM
1944
Private Wealth Asset Management
Iowa
$252K
T
1945
TrustBank
Illinois
$252K
CWA
1946
Canvas Wealth Advisors
Kansas
$252K
CP
1947
Clarendon Private
Massachusetts
$252K
CG
1948
CFO4Life Group
Texas
$251K
BOPW
1949
Brandywine Oak Private Wealth
Pennsylvania
$251K
GGA
1950
Granite Group Advisors
Connecticut
$251K