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Intuitive Surgical

2,299 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 991 increasing their positions, 829 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $171B → $135B (-$36B)

29% less first-time investments, than exits

New positions opened: 175 | Existing positions closed: 245

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49B
Puts
$1.65B
Net Calls
Net Calls Change

Top Sellers

1 -$1.07B
2 -$557M
3 -$369M
4
Barclays
Barclays
United Kingdom
-$325M
5
Millennium Management
Millennium Management
New York
-$292M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Carderock Capital Management
Maryland
$8.55M
CCM
552
Cinctive Capital Management
New York
$8.5M
SPG
553
Strategic Planning Group
Utah
$8.47M
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.45M
BP
555
Broadleaf Partners
Ohio
$8.38M
GAM
556
Generali Asset Management
Italy
$8.36M
WA
557
Waverly Advisors
Alabama
$8.22M
SB
558
Simmons Bank
Arkansas
$8.2M
MLCM
559
M & L Capital Management
United Kingdom
$8.16M
MSRPS
560
Maryland State Retirement & Pension System
Maryland
$8.15M
SLG
561
Stanley-Laman Group
Pennsylvania
$8.05M
EI
562
EFG International
$8.05M
MGP
563
Metis Global Partners
California
$8M
BA
564
Bridgewater Associates
Connecticut
$7.97M
LMIM
565
Lockheed Martin Investment Management
Maryland
$7.92M
JWBC
566
J.W. Burns & Co
New York
$7.87M
EH
567
Equitable Holdings
New York
$7.87M
OCAM
568
Owl Creek Asset Management
New York
$7.87M
WTA
569
Washington Trust Advisors
Massachusetts
$7.82M
NMERB
570
New Mexico Educational Retirement Board
New Mexico
$7.76M
GWMR
571
GC Wealth Management RIA
Massachusetts
$7.74M
JG
572
Jain Global
New York
$7.73M
MA
573
McBroom & Associates
Nevada
$7.72M
AG
574
Algert Global
California
$7.68M
PAS
575
Park Avenue Securities
New York
$7.67M