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Intuitive Surgical

2,276 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 980 increasing their positions, 820 reducing their positions, and 243 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 (-$36.2B)

29% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 243

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,276
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
AFA
626
Arlington Financial Advisors
California
$6M
MAM
627
Morse Asset Management
Connecticut
$5.98M
CCMG
628
Clark Capital Management Group
Pennsylvania
$5.93M
CHAM
629
Clear Harbor Asset Management
Connecticut
$5.92M
TMAM
630
Tokio Marine Asset Management
Japan
$5.91M
KOCAA
631
Knights of Columbus Asset Advisors
Connecticut
$5.86M
QCG
632
Quadrant Capital Group
Ohio
$5.83M
WAM
633
Weiss Asset Management
Massachusetts
$5.81M
IFG
634
Independent Financial Group
California
$5.8M
BPA
635
Beacon Pointe Advisors
California
$5.79M
RFC
636
Regions Financial Corp
Alabama
$5.78M
CS
637
Clear Street
New York
$5.76M
BST
638
Bath Savings Trust
Maine
$5.75M
SP
639
Saranac Partners
$5.61M
LT
640
Legacy Trust
Michigan
$5.61M
AP
641
Americana Partners
Texas
$5.59M
MYAM
642
Meiji Yasuda Asset Management
Japan
$5.54M
AWM
643
Apollon Wealth Management
South Carolina
$5.53M
EF
644
Empirical Finance
Pennsylvania
$5.44M
FT
645
Fiduciary Trust
Massachusetts
$5.44M
CL
646
Choreo LLC
Illinois
$5.43M
GCC
647
Guardian Capital (Canada)
Ontario, Canada
$5.41M
GI
648
GAMCO Investors
Connecticut
$5.41M
CC
649
Cornerstone Capital
California
$5.39M
FCM
650
Fourpath Capital Management
Oklahoma
$5.38M