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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
CCG
2126
Ceeto Capital Group
Florida
$177K
TCOT
2127
Trust Company of Toledo
Ohio
$174K
UIA
2128
Ulland Investment Advisors
Minnesota
$170K
PAM
2129
Paradigm Asset Management
New York
$170K
QA
2130
Quattro Advisors
Pennsylvania
$167K +$157K +294 New
ANBT
2131
American National Bank & Trust
Texas
$163K
QWM
2132
Quaker Wealth Management
New Jersey
$162K -$117K -219 -43%
BG
2133
Bollard Group
Massachusetts
$161K +$151K +284 New
MHR
2134
Matthew Hamilton Rosenberg
$160K
SWP
2135
Strategic Wealth Partners
Ohio
$160K +$6.39K +12 +4%
JEST
2136
JTC Employer Solutions Trustee
Jersey
$157K +$213K +400 New
FMII
2137
Farmers & Merchants Investments Inc
Nebraska
$153K -$532 -1 -0.4%
RF
2138
Rossby Financial
Florida
$152K -$22.9K -43 -14%
NSIM
2139
North Star Investment Management
Illinois
$152K +$11.2K +21 +8%
OCM
2140
Osbon Capital Management
Massachusetts
$148K +$139K +262 New
WIM
2141
Westside Investment Management
California
$148K +$3.19K +6 +2%
CT
2142
Clearstead Trust
Maine
$147K -$7.99K -15 -5%
CFD
2143
Creative Financial Designs
Indiana
$140K +$6.39K +12 +5%
CWM
2144
Cranbrook Wealth Management
Michigan
$138K
MA
2145
MCF Advisors
Kentucky
$133K +$76.1K +143 +157%
CA
2146
Crewe Advisors
Utah
$131K +$5.86K +11 +5%
SFS
2147
Sunrise Financial Services
Washington
$130K +$122K +229 New
SL
2148
Salomon & Ludwin
Virginia
$127K +$18.6K +35 +18%
IWM
2149
Inlight Wealth Management
Georgia
$125K
CTA
2150
Colonial Trust Advisors
South Carolina
$125K +$34.1K +64 +41%