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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
WFAG
1976
Wescott Financial Advisory Group
Pennsylvania
$247K +$232K +436 New
VCM
1977
Vision Capital Management
Oregon
$246K +$232K +435 New
WP
1978
WealthPLAN Partners
Nebraska
$246K +$231K +434 New
PFA
1979
Pathway Financial Advisors
Vermont
$245K +$220K +414 New
FOA
1980
Five Oceans Advisors
California
$245K +$231K +433 New
TWP
1981
Triad Wealth Partners
Kansas
$245K +$231K +433 New
DWM
1982
Daner Wealth Management
Georgia
$245K +$20.2K +38 +8%
PL
1983
Plancorp LLC
Missouri
$243K +$228K +429 New
ADL
1984
Asset Dedication LLC
California
$241K -$48.4K -91 -18%
SEIA
1985
Signature Estate & Investment Advisors
California
$241K -$659K -1,238 -74%
GCA
1986
Gradient Capital Advisors
California
$241K +$226K +425 New
LGG
1987
Luts & Greenleigh Group
Maryland
$241K +$226K +425 New
WWM
1988
WT Wealth Management
Arizona
$240K +$226K +424 New
MC
1989
Matisse Capital
Oregon
$240K +$226K +424 New
GGS
1990
Galvin Gaustad & Stein
Arizona
$240K +$226K +424 New
CWP
1991
Curated Wealth Partners
California
$240K +$225K +423 New
LWA
1992
Legacy Wealth Advisors
Florida
$239K +$225K +422 New
MHWM
1993
Montz Harcus Wealth Management
Louisiana
$238K +$224K +421 New
PIN
1994
Prudent Investors Network
California
$238K +$224K +421 New
SA
1995
Stewardship Advisors
Pennsylvania
$238K +$224K +421 New
HCWM
1996
Hidden Cove Wealth Management
Washington
$238K +$224K +420 New
OPW
1997
Osprey Private Wealth
New York
$238K +$224K +420 New
HI
1998
Hendershot Investments
Virginia
$237K +$9.05K +17 +4%
FWM
1999
Focused Wealth Management
New York
$237K +$223K +418 New
SGWP
2000
Sun Group Wealth Partners
California
$236K +$222K +417 New