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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
RCM
2026
Radnor Capital Management
Pennsylvania
$228K +$215K +403 New
SFG
2027
Synergy Financial Group
California
$228K +$215K +403 New
CWM
2028
Centric Wealth Management
Illinois
$228K +$1.6K +3 +0.7%
DWG
2029
Darden Wealth Group
Michigan
$227K +$213K +400 New
DC
2030
Defender Capital
North Carolina
$227K +$213K +400 New
KA
2031
KLCM Advisors
Wisconsin
$227K +$213K +400 New
CWA
2032
Centennial Wealth Advisory
Michigan
$226K +$212K +399 New
OCM
2033
Osterweis Capital Management
California
$225K +$16K +30 +8%
KCM
2034
Kanawha Capital Management
Virginia
$225K +$212K +398 New
TWM
2035
Tanager Wealth Management
United Kingdom
$225K +$211K +397 New
LWL
2036
Leo Wealth LLC
Texas
$225K +$211K +397 New
DBIA
2037
Dumont & Blake Investment Advisors
New Jersey
$224K +$210K +395 New
TFA
2038
Toth Financial Advisory
Virginia
$224K +$7.99K +15 +4%
SSWM
2039
Strait & Sound Wealth Management
California
$224K -$31.4K -59 -13%
PCS
2040
Private Client Services
Kentucky
$223K +$210K +394 New
JC
2041
JB Capital
Connecticut
$223K +$209K +393 New
NA
2042
Navellier & Associates
Nevada
$223K +$209K +393 New
WAM
2043
Walker Asset Management
Missouri
$222K +$209K +392 New
OFG
2044
Omega Financial Group
California
$221K +$208K +391 New
RA
2045
Rise Advisors
New York
$221K -$4.26K -8 -2%
FFP
2046
FourThought Financial Partners
Florida
$221K +$208K +390 New
AIA
2047
AssuredPartners Investment Advisors
Florida
$220K +$207K +389 New
FPGK
2048
Financial Partners Group (Kansas)
Kansas
$220K +$232K +436 New
CWM
2049
Collaborative Wealth Management
Florida
$220K +$207K +388 New
CIA
2050
CCM Investment Advisers
South Carolina
$220K +$207K +388 New