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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
LWA
1976
Legacy Wealth Advisors
Florida
$239K
MHWM
1977
Montz Harcus Wealth Management
Louisiana
$238K
SA
1978
Stewardship Advisors
Pennsylvania
$238K
PIN
1979
Prudent Investors Network
California
$238K
OPW
1980
Osprey Private Wealth
New York
$238K
HCWM
1981
Hidden Cove Wealth Management
Washington
$238K
HI
1982
Hendershot Investments
Virginia
$237K
FWM
1983
Focused Wealth Management
New York
$237K
SGWP
1984
Sun Group Wealth Partners
California
$236K
MF
1985
Manchester Financial
California
$236K
PWP
1986
Ponta Wealth Partners
Florida
$234K
SL
1987
Summitry LLC
California
$233K
JF
1988
JSF Financial
California
$233K
MWA
1989
Midland Wealth Advisors
Illinois
$233K
GAM
1990
Griffin Asset Management
New York
$233K
OFW
1991
Omnia Family Wealth
Florida
$233K
VC
1992
Vestor Capital
Illinois
$233K
KFS
1993
Kaizen Financial Strategies
California
$233K
WA
1994
WPG Advisers
Maryland
$233K
PWAC
1995
Private Wealth Advisors (California)
California
$233K
GP
1996
Greenline Partners
New York
$232K
MFIM
1997
Mesirow Financial Investment Management
Illinois
$232K
M1FG
1998
Mach-1 Financial Group
Arkansas
$232K
HCM
1999
Hudson Capital Management
New Jersey
$232K
EAM
2000
Everstar Asset Management
North Carolina
$230K