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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
CWM
2126
Cranbrook Wealth Management
Michigan
$138K
MA
2127
MCF Advisors
Kentucky
$133K
CA
2128
Crewe Advisors
Utah
$131K
SFS
2129
Sunrise Financial Services
Washington
$130K
SL
2130
Salomon & Ludwin
Virginia
$127K
IWM
2131
Inlight Wealth Management
Georgia
$125K
CTA
2132
Colonial Trust Advisors
South Carolina
$125K
BTD
2133
BankPlus Trust Department
Mississippi
$124K
DWA
2134
Delos Wealth Advisors
Texas
$119K
GKIM
2135
GW&K Investment Management
Massachusetts
$116K
HWP
2136
Highline Wealth Partners
California
$110K
MAM
2137
Meeder Asset Management
Ohio
$110K
GWSG
2138
GPS Wealth Strategies Group
Colorado
$109K
FGA
2139
Fortis Group Advisors
New Jersey
$108K
GG
2140
Gleason Group
Kentucky
$108K
CPG
2141
Cornerstone Planning Group
New Jersey
$106K
BIA
2142
Bell Investment Advisors
California
$104K
GA
2143
GoalVest Advisory
New York
$104K
MWAL
2144
Medallion Wealth Advisors, LLC
Connecticut
$103K
BFPW
2145
BOK Financial Private Wealth
Colorado
$102K
JWA
2146
JFS Wealth Advisors
Pennsylvania
$101K
PWA
2147
Physician Wealth Advisors
Utah
$101K
LWM
2148
Lodestone Wealth Management
Washington
$101K
CSB
2149
City State Bank
Iowa
$100K
TWD
2150
True Wealth Design
Ohio
$99.7K