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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
GC
2001
Giverny Capital
Quebec, Canada
$229K
WPP
2002
Whalerock Point Partners
Rhode Island
$229K
SNBOSD
2003
Security National Bank of So Dak
Iowa
$229K
CA
2004
Calton & Associates
Florida
$229K
CAM
2005
Concorde Asset Management
Michigan
$229K
TCBWMS
2006
Texas Capital Bank Wealth Management Services
Texas
$229K
RDFA
2007
Ritter Daniher Financial Advisory
Ohio
$228K
PB
2008
Pinnacle Bancorp
Nebraska
$228K
SFG
2009
Synergy Financial Group
California
$228K
GCM
2010
Genus Capital Management
British Columbia, Canada
$228K
RCM
2011
Radnor Capital Management
Pennsylvania
$228K
CWM
2012
Centric Wealth Management
Illinois
$228K
KA
2013
KLCM Advisors
Wisconsin
$227K
DC
2014
Defender Capital
North Carolina
$227K
DWG
2015
Darden Wealth Group
Michigan
$227K
CWA
2016
Centennial Wealth Advisory
Michigan
$226K
OCM
2017
Osterweis Capital Management
California
$225K
KCM
2018
Kanawha Capital Management
Virginia
$225K
TWM
2019
Tanager Wealth Management
United Kingdom
$225K
LWL
2020
Leo Wealth LLC
Texas
$225K
DBIA
2021
Dumont & Blake Investment Advisors
New Jersey
$224K
TFA
2022
Toth Financial Advisory
Virginia
$224K
SSWM
2023
Strait & Sound Wealth Management
California
$224K
PCS
2024
Private Client Services
Kentucky
$223K
JC
2025
JB Capital
Connecticut
$223K