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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
CWA
1951
Consilio Wealth Advisors
Washington
$250K
AGC
1952
Aspen Grove Capital
Colorado
$250K
LI
1953
LifeWealth Investments
Florida
$250K
OP
1954
ORG Partners
Indiana
$250K
MIFH
1955
Migdal Insurance & Financial Holdings
Israel
$249K
3IP
1956
3Chopt Investment Partners
Virginia
$249K
SCP
1957
Stevens Capital Partners
Nebraska
$248K
EW
1958
Evexia Wealth
Wisconsin
$248K
BB
1959
Busey Bank
Illinois
$247K
WFAG
1960
Wescott Financial Advisory Group
Pennsylvania
$247K
VCM
1961
Vision Capital Management
Oregon
$246K
WP
1962
WealthPLAN Partners
Nebraska
$246K
PFA
1963
Pathway Financial Advisors
Vermont
$245K
TWP
1964
Triad Wealth Partners
Kansas
$245K
FOA
1965
Five Oceans Advisors
California
$245K
DWM
1966
Daner Wealth Management
Georgia
$245K
PL
1967
Plancorp LLC
Missouri
$243K
ADL
1968
Asset Dedication LLC
California
$241K
SEIA
1969
Signature Estate & Investment Advisors
California
$241K
LGG
1970
Luts & Greenleigh Group
Maryland
$241K
GCA
1971
Gradient Capital Advisors
California
$241K
WWM
1972
WT Wealth Management
Arizona
$240K
MC
1973
Matisse Capital
Oregon
$240K
GGS
1974
Galvin Gaustad & Stein
Arizona
$240K
CWP
1975
Curated Wealth Partners
California
$240K