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Intuitive Surgical

2,357 hedge funds and large institutions have $170B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 961 increasing their positions, 707 reducing their positions, and 106 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: $ → $

12% more funds holding

Funds holding: 2,0982,357 (+259)

2.01% more ownership

Funds ownership: 81.59%83.6% (+2%)

23% less call options, than puts

Call options by funds: $2.08B | Put options by funds: $2.69B

Holders
2,357
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
$2.08B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$384M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1926
Private Wealth Asset Management
Iowa
$252K
T
1927
TrustBank
Illinois
$252K
CWA
1928
Canvas Wealth Advisors
Kansas
$252K
CP
1929
Clarendon Private
Massachusetts
$252K
CG
1930
CFO4Life Group
Texas
$251K
BOPW
1931
Brandywine Oak Private Wealth
Pennsylvania
$251K
GGA
1932
Granite Group Advisors
Connecticut
$251K
AGC
1933
Aspen Grove Capital
Colorado
$250K
LI
1934
LifeWealth Investments
Florida
$250K
OP
1935
ORG Partners
Indiana
$250K
MIFH
1936
Migdal Insurance & Financial Holdings
Israel
$249K
3IP
1937
3Chopt Investment Partners
Virginia
$249K
SCP
1938
Stevens Capital Partners
Nebraska
$248K
EW
1939
Evexia Wealth
Wisconsin
$248K
BB
1940
Busey Bank
Illinois
$247K
WFAG
1941
Wescott Financial Advisory Group
Pennsylvania
$247K
VCM
1942
Vision Capital Management
Oregon
$246K
WP
1943
WealthPLAN Partners
Nebraska
$246K
PFA
1944
Pathway Financial Advisors
Vermont
$245K
FOA
1945
Five Oceans Advisors
California
$245K
TWP
1946
Triad Wealth Partners
Kansas
$245K
DWM
1947
Daner Wealth Management
Georgia
$245K
PL
1948
Plancorp LLC
Missouri
$243K
ADL
1949
Asset Dedication LLC
California
$241K
SEIA
1950
Signature Estate & Investment Advisors
California
$241K