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Intuitive Surgical

2,355 hedge funds and large institutions have $170B invested in Intuitive Surgical in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 960 increasing their positions, 707 reducing their positions, and 106 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: $ → $

12% more funds holding

Funds holding: 2,0982,355 (+257)

2% more ownership

Funds ownership: 81.59%83.59% (+2%)

23% less call options, than puts

Call options by funds: $2.08B | Put options by funds: $2.69B

Holders
2,355
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
$2.08B
Puts
$2.69B
Net Calls
Net Calls Change

Top Sellers

1 -$547M
2 -$528M
3 -$427M
4
Goldman Sachs
Goldman Sachs
New York
-$384M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2001
Toth Financial Advisory
Virginia
$224K
SSWM
2002
Strait & Sound Wealth Management
California
$224K
PCS
2003
Private Client Services
Kentucky
$223K
JC
2004
JB Capital
Connecticut
$223K
NA
2005
Navellier & Associates
Nevada
$223K
WAM
2006
Walker Asset Management
Missouri
$222K
OFG
2007
Omega Financial Group
California
$221K
RA
2008
Rise Advisors
New York
$221K
FFP
2009
FourThought Financial Partners
Florida
$221K
AIA
2010
AssuredPartners Investment Advisors
Florida
$220K
FPGK
2011
Financial Partners Group (Kansas)
Kansas
$220K
CWM
2012
Collaborative Wealth Management
Florida
$220K
CIA
2013
CCM Investment Advisers
South Carolina
$220K
TW
2014
ticino wealth
California
$220K
MMPW
2015
Mitchell McLeod Pugh & Williams
Alabama
$220K
SIMG
2016
Stephens Investment Management Group
Texas
$219K
HCM
2017
Hodges Capital Management
Texas
$219K
FA
2018
Fagan Associates
New York
$219K
AAM
2019
Aureus Asset Management
Massachusetts
$218K
PAG
2020
Private Advisory Group
Washington
$218K
N
2021
Numerai
California
$217K
AFA
2022
AA Financial Advisors
Ohio
$217K
DIP
2023
DT Investment Partners
Pennsylvania
$217K
WA
2024
Wealth Architects
California
$217K
AGWCA
2025
Annis Gardner Whiting Capital Advisors
Florida
$216K