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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
TW
2051
ticino wealth
California
$220K +$207K +388 New
MMPW
2052
Mitchell McLeod Pugh & Williams
Alabama
$220K +$5.32K +10 +2%
HCM
2053
Hodges Capital Management
Texas
$219K +$206K +387 New
SIMG
2054
Stephens Investment Management Group
Texas
$219K +$206K +387 New
FA
2055
Fagan Associates
New York
$219K +$205K +386 New
AAM
2056
Aureus Asset Management
Massachusetts
$218K +$205K +385 New
PAG
2057
Private Advisory Group
Washington
$218K +$205K +385 New
N
2058
Numerai
California
$217K -$1.66M -3,119 -89%
AFA
2059
AA Financial Advisors
Ohio
$217K +$204K +384 New
DIP
2060
DT Investment Partners
Pennsylvania
$217K +$161K +302 +373%
SLP
2061
Storen Legacy Partners
Indiana
$217K +$204K +383 New
WA
2062
Wealth Architects
California
$217K +$204K +383 New
AGWCA
2063
Annis Gardner Whiting Capital Advisors
Florida
$216K +$57.5K +108 +40%
SL
2064
Sentinus LLC
Illinois
$216K +$203K +381 New
VCM
2065
Vivaldi Capital Management
Illinois
$215K +$202K +380 New
ITG
2066
Index Technologies Group
New York
$214K +$201K +378 New
PWS
2067
Peterson Wealth Services
Utah
$214K +$199K +373 +9,325%
CW
2068
CrossGen Wealth
North Carolina
$214K +$201K +377 New
MIC
2069
Meridian Investment Counsel
California
$213K +$200K +376 New
GWM
2070
GK Wealth Management
Nevada
$213K +$200K +376 New
VBCG
2071
Valley Brook Capital Group
Pennsylvania
$212K -$58.6K -110 -23%
BCM
2072
Blume Capital Management
California
$212K -$21.3K -40 -10%
ACM
2073
Adalta Capital Management
New York
$212K
OFS
2074
OneAscent Financial Services
Alabama
$212K +$199K +374 New
DWM
2075
Darwin Wealth Management
Florida
$211K -$25K -47 -11%