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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
BTD
2151
BankPlus Trust Department
Mississippi
$124K +$26.6K +50 +30%
DWA
2152
Delos Wealth Advisors
Texas
$119K
GKIM
2153
GW&K Investment Management
Massachusetts
$116K +$14.9K +28 +16%
WG
2154
Wellington Group
Indiana
$114K +$108K +202 New
HWP
2155
Highline Wealth Partners
California
$110K +$16K +30 +18%
MAM
2156
Meeder Asset Management
Ohio
$110K +$62.8K +118 +153%
GWSG
2157
GPS Wealth Strategies Group
Colorado
$109K -$223K -419 -69%
FGA
2158
Fortis Group Advisors
New Jersey
$108K
GG
2159
Gleason Group
Kentucky
$108K
CPG
2160
Cornerstone Planning Group
New Jersey
$106K +$11.2K +21 +12%
BIA
2161
Bell Investment Advisors
California
$104K +$21.3K +40 +28%
GA
2162
GoalVest Advisory
New York
$104K +$31.4K +59 +48%
MWA
2163
Medallion Wealth Advisors
Connecticut
$103K
BFPW
2164
BOK Financial Private Wealth
Colorado
$102K
JWA
2165
JFS Wealth Advisors
Pennsylvania
$101K +$17K +32 +22%
PWA
2166
Physician Wealth Advisors
Utah
$101K -$371K -697 -80%
LWM
2167
Lodestone Wealth Management
Washington
$101K +$94.8K +178 New
CSB
2168
City State Bank
Iowa
$100K -$12.2K -23 -12%
TWD
2169
True Wealth Design
Ohio
$99.7K +$3.73K +7 +4%
AP
2170
Atwood & Palmer
Missouri
$97.4K +$532 +1 +0.6%
KFAS
2171
Keating Financial Advisory Services
Kansas
$97.4K +$91.6K +172 New
CHC
2172
City Holding Co
West Virginia
$92.9K
CCP
2173
Caden Capital Partners
California
$92.3K +$86.8K +163 New
WPWM
2174
Western Pacific Wealth Management
Illinois
$90.6K
PPA
2175
Pilgrim Partners Asia
Singapore
$90.6K +$31.9K +60 +60%