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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
LWM
701
Liberty Wealth Management
California
$4.61M
TCWA
702
Turtle Creek Wealth Advisors
Texas
$4.6M
VT
703
Vise Technologies
New York
$4.6M
TIA
704
Tandem Investment Advisors
South Carolina
$4.6M
EIA
705
Emerald Investment Advisers
Pennsylvania
$4.57M
SFG
706
SevenBridge Financial Group
Pennsylvania
$4.55M
CCM
707
Canal Capital Management
Virginia
$4.55M
SAM
708
Synergy Asset Management
Washington
$4.53M
CWP
709
Cyndeo Wealth Partners
Florida
$4.53M
MSA
710
MUFG Securities Americas
New York
$4.53M
GIM
711
Generali Investments Management
Slovenia
$4.53M
WWM
712
Western Wealth Management
Colorado
$4.53M
HWAM
713
Hennion & Walsh Asset Management
New Jersey
$4.51M
ERWM
714
Elk River Wealth Management
Colorado
$4.5M
SF
715
Summit Financial
New Jersey
$4.45M
SAM
716
Securian Asset Management
Minnesota
$4.44M
OCM
717
Orion Capital Management
California
$4.43M
WFG
718
Wormser Freres Gestion
France
$4.42M
ZBNA
719
Zions Bancorporation, National Association
Utah
$4.37M
GT
720
Greenleaf Trust
Michigan
$4.36M
AFC
721
AFT Forsyth & Company
Florida
$4.33M
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.33M
WF
723
Welch & Forbes
Massachusetts
$4.28M
SVCP
724
Silicon Valley Capital Partners
California
$4.26M
PIM
725
Penobscot Investment Management
Massachusetts
$4.25M