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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
DJSG
2176
D.J. St. Germain
Massachusetts
$89.5K +$21.3K +40 +34%
SIC
2177
SJS Investment Consulting
Ohio
$88.9K +$6.92K +13 +9%
FA
2178
FSA Advisors
Michigan
$88.9K +$26.4M +49,549 New
MWPCG
2179
Measured Wealth Private Client Group
New Hampshire
$88.4K
GFA
2180
Godfrey Financial Associates
New York
$87.8K +$82.5K +155 New
HWA
2181
HHM Wealth Advisors
Tennessee
$87.2K
SC
2182
Solstein Capital
California
$85.5K
BBPWM
2183
Blue Bell Private Wealth Management
Pennsylvania
$85K +$2.66K +5 +3%
FDCP
2184
Foster Dykema Cabot & Partners
Massachusetts
$83.3K
AFC
2185
Ares Financial Consulting
California
$81.6K +$76.7K +144 New
HPWM
2186
High Point Wealth Management
New Jersey
$81.6K +$76.7K +144 New
ME
2187
McIlrath & Eck
Washington
$80.4K
S
2188
Sachetta
Massachusetts
$79.9K +$6.39K +12 +9%
KAS
2189
Kemnay Advisory Services
New York
$79.3K +$74.5K +140 New
SIS
2190
Sound Income Strategies
Florida
$77.6K +$58.6K +110 +314%
SA
2191
SRH Advisors
Kansas
$76.5K
CCM
2192
Chilton Capital Management
Texas
$75.3K -$46.8K -88 -40%
POIA
2193
Pin Oak Investment Advisors
Texas
$75K +$46.8K +88 +133%
CIAS
2194
CBIZ Investment Advisory Services
Ohio
$74.2K +$18.6K +35 +36%
WWA
2195
Wealth Watch Advisors
Colorado
$73.6K +$6.92K +13 +11%
TCM
2196
Triumph Capital Management
Colorado
$72.5K +$68.1K +128 New
AWM
2197
Activest Wealth Management
Florida
$70.9K +$6.92K +13 +12%
MCA
2198
Maryland Capital Advisors
Maryland
$70.8K +$13.3K +25 +25%
BAM
2199
Byrne Asset Management
New Jersey
$69.1K -$1.06K -2 -2%
OAJ
2200
Ogorek Anthony Joseph
New York
$69K -$2.13K -4 -3%