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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
WFG
1951
Wills Financial Group
Virginia
$257K
BIM
1952
Breakwater Investment Management
Washington
$255K -$532 -1 -0.2%
BAM
1953
Berkshire Asset Management
Pennsylvania
$255K -$1.06K -2 -0.4%
LW
1954
Livet Wealth
Utah
$255K +$240K +451 New
FPW
1955
Flagship Private Wealth
Massachusetts
$255K
MWA
1956
Motive Wealth Advisors
Michigan
$254K +$239K +449 New
VFP
1957
Vilga Financial Planning
New Jersey
$254K +$239K +449 New
HR
1958
Hardy Reed
Mississippi
$253K +$238K +447 New
OBWG
1959
Onyx Bridge Wealth Group
New York
$253K -$12.8K -24 -5%
PWAM
1960
Private Wealth Asset Management
Iowa
$252K
CWA
1961
Canvas Wealth Advisors
Kansas
$252K +$237K +445 New
CP
1962
Clarendon Private
Massachusetts
$252K +$237K +445 New
T
1963
TrustBank
Illinois
$252K +$237K +445 New
CG
1964
CFO4Life Group
Texas
$251K +$236K +444 New
BOPW
1965
Brandywine Oak Private Wealth
Pennsylvania
$251K +$236K +443 New
GGA
1966
Granite Group Advisors
Connecticut
$251K -$4.79K -9 -2%
CWA
1967
Consilio Wealth Advisors
Washington
$250K +$235K +442 New
AGC
1968
Aspen Grove Capital
Colorado
$250K -$6.92K -13 -3%
LI
1969
LifeWealth Investments
Florida
$250K -$295K -554 -56%
OP
1970
ORG Partners
Indiana
$250K +$32.5K +61 +16%
MIFH
1971
Migdal Insurance & Financial Holdings
Israel
$249K -$25K -47 -10%
3IP
1972
3Chopt Investment Partners
Virginia
$249K +$234K +439 New
SCP
1973
Stevens Capital Partners
Nebraska
$248K +$233K +438 New
EW
1974
Evexia Wealth
Wisconsin
$248K +$242K +454 New
BB
1975
Busey Bank
Illinois
$247K +$232K +436 New