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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
PWS
2051
Peterson Wealth Services
Utah
$214K
CW
2052
CrossGen Wealth
North Carolina
$214K
MIC
2053
Meridian Investment Counsel
California
$213K
GWM
2054
GK Wealth Management
Nevada
$213K
VBCG
2055
Valley Brook Capital Group
Pennsylvania
$212K
BCM
2056
Blume Capital Management
California
$212K
ACM
2057
Adalta Capital Management
New York
$212K
OFS
2058
OneAscent Financial Services
Alabama
$212K
DWM
2059
Darwin Wealth Management
Florida
$211K
FCM
2060
Fortis Capital Management
Washington
$211K
IPAM
2061
Investment Partners Asset Management
New Jersey
$211K
WFAG
2062
Worth Financial Advisory Group
North Carolina
$211K
AFAS
2063
Acorn Financial Advisory Services
Virginia
$211K
WW
2064
Waterfront Wealth
Kansas
$210K
ISWM
2065
Independent Solutions Wealth Management
New York
$210K
BWM
2066
BAM Wealth Management
Colorado
$210K
RCM
2067
Raleigh Capital Management
North Carolina
$210K
MAC
2068
Mason & Associates (California)
California
$210K
MAG
2069
MRA Advisory Group
New Jersey
$209K
MCM
2070
Monument Capital Management
Virginia
$209K
PA
2071
Prossimo Advisors
California
$209K
RWM
2072
RKL Wealth Management
Pennsylvania
$208K
NA
2073
Nautilus Advisors
California
$208K
SHFP
2074
Second Half Financial Partners
Florida
$208K
RFA
2075
Register Financial Advisors
Georgia
$207K