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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
MF
2001
Manchester Financial
California
$236K +$221K +416 New
PWP
2002
Ponta Wealth Partners
Florida
$234K +$220K +414 New
SL
2003
Summitry LLC
California
$233K +$219K +412 New
JF
2004
JSF Financial
California
$233K -$80.4K -151 -27%
GAM
2005
Griffin Asset Management
New York
$233K +$219K +412 New
MWA
2006
Midland Wealth Advisors
Illinois
$233K +$219K +412 New
OFW
2007
Omnia Family Wealth
Florida
$233K +$219K +412 New
VC
2008
Vestor Capital
Illinois
$233K +$2.76M +5,184 +1,186%
KFS
2009
Kaizen Financial Strategies
California
$233K +$1.06K +2 +0.5%
WA
2010
WPG Advisers
Maryland
$233K +$9.05K +17 +4%
PWAC
2011
Private Wealth Advisors (California)
California
$233K +$219K +411 New
GP
2012
Greenline Partners
New York
$232K +$218K +410 New
MFIM
2013
Mesirow Financial Investment Management
Illinois
$232K -$82.5K -155 -27%
M1FG
2014
Mach-1 Financial Group
Arkansas
$232K -$222K -417 -50%
HCM
2015
Hudson Capital Management
New Jersey
$232K +$218K +409 New
EAM
2016
Everstar Asset Management
North Carolina
$230K +$216K +406 New
GC
2017
Giverny Capital
Quebec, Canada
$229K +$216K +405 New
SNBOSD
2018
Security National Bank of So Dak
Iowa
$229K +$216K +405 New
WPP
2019
Whalerock Point Partners
Rhode Island
$229K +$216K +405 New
CA
2020
Calton & Associates
Florida
$229K +$215K +404 New
CAM
2021
Concorde Asset Management
Michigan
$229K +$215K +404 New
TCBWMS
2022
Texas Capital Bank Wealth Management Services
Texas
$229K +$215K +404 New
RDFA
2023
Ritter Daniher Financial Advisory
Ohio
$228K -$43.1K -81 -17%
PB
2024
Pinnacle Bancorp
Nebraska
$228K -$71.9K -135 -25%
GCM
2025
Genus Capital Management
British Columbia, Canada
$228K +$215K +403 New