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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
ASBI
1401
American State Bank (Iowa)
Iowa
$784K
FCM
1402
FirstWave Capital Management
Florida
$783K
TFGT
1403
TS Financial Group (TSFG)
Illinois
$782K
CPIA
1404
Cornell Pochily Investment Advisors
New York
$781K
APW
1405
Aventura Private Wealth
Florida
$780K
AT
1406
American Trust
Kentucky
$779K
PHWA
1407
Petersen Hastings Wealth Advisors
Washington
$779K
JAG
1408
Journey Advisory Group
Kentucky
$778K
GSIAS
1409
Garden State Investment Advisory Services
New Jersey
$773K
AWM
1410
Atticus Wealth Management
Florida
$767K
TWM
1411
Trueblood Wealth Management
Ohio
$767K
WA
1412
Winter & Associates
Minnesota
$767K
MSFS
1413
Main Street Financial Solutions
Pennsylvania
$766K
RMC
1414
Resources Management Corp
Connecticut
$765K
NIP
1415
Nicholas Investment Partners
California
$759K
PA
1416
Planning Alternatives
Michigan
$759K
MWM
1417
Modera Wealth Management
New Jersey
$758K
OAM
1418
Occidental Asset Management
California
$758K
PTC
1419
Private Trust Company
Ohio
$758K
FI
1420
Finivi Inc
Massachusetts
$750K
VCM
1421
Virtue Capital Management
Tennessee
$750K
WFI
1422
West Family Investments
California
$749K
PWA
1423
Prairie Wealth Advisors
Nebraska
$748K
MWM
1424
Mindset Wealth Management
Indiana
$748K
CCM
1425
Condor Capital Management
New Jersey
$747K