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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
FCM
2076
Fortis Capital Management
Washington
$211K +$199K +373 New
AFAS
2077
Acorn Financial Advisory Services
Virginia
$211K +$198K +372 New
IPAM
2078
Investment Partners Asset Management
New Jersey
$211K +$198K +372 New
WFAG
2079
Worth Financial Advisory Group
North Carolina
$211K +$198K +372 New
WW
2080
Waterfront Wealth
Kansas
$210K
ISWM
2081
Independent Solutions Wealth Management
New York
$210K +$198K +371 New
BWM
2082
BAM Wealth Management
Colorado
$210K +$198K +371 New
RCM
2083
Raleigh Capital Management
North Carolina
$210K +$14.9K +28 +8%
MAC
2084
Mason & Associates (California)
California
$210K +$197K +370 New
MAG
2085
MRA Advisory Group
New Jersey
$209K -$319K -599 -62%
MCM
2086
Monument Capital Management
Virginia
$209K +$196K +369 New
PA
2087
Prossimo Advisors
California
$209K +$196K +369 New
RWM
2088
RKL Wealth Management
Pennsylvania
$208K +$195K +367 New
NA
2089
Nautilus Advisors
California
$208K +$195K +367 New
SHFP
2090
Second Half Financial Partners
Florida
$208K +$195K +367 New
RFA
2091
Register Financial Advisors
Georgia
$207K -$59.6K -112 -23%
RFN
2092
Redwood Financial Network
Ohio
$207K +$195K +366 New
RP
2093
Rice Partnership
Hawaii
$207K +$195K +366 New
CAM
2094
CPA Asset Management
Florida
$207K +$194K +365 New
PFG
2095
PAX Financial Group
Texas
$207K +$194K +365 New
AFO
2096
Arrowroot Family Office
California
$206K +$193K +363 New
CCS
2097
Concentric Capital Strategies
Connecticut
$206K +$193K +363 New
SFC
2098
SYM Financial Corp
Indiana
$206K +$193K +363 New
WIM
2099
Warwick Investment Management
Texas
$206K +$193K +363 New
PCMNC
2100
Piedmont Capital Management (North Carolina)
North Carolina
$205K +$193K +362 New