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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
IWC
701
Integrated Wealth Concepts
Massachusetts
$4.71M
TFA
702
Transamerica Financial Advisors
Florida
$4.66M
NPT
703
Nixon Peabody Trust
Massachusetts
$4.65M
NL
704
NWAM LLC
Washington
$4.64M
AMCA
705
Arthur M. Cohen & Associates
Illinois
$4.62M
LWM
706
Liberty Wealth Management
California
$4.61M
TCWA
707
Turtle Creek Wealth Advisors
Texas
$4.6M
VT
708
Vise Technologies
New York
$4.6M
TIA
709
Tandem Investment Advisors
South Carolina
$4.6M
EIA
710
Emerald Investment Advisers
Pennsylvania
$4.57M
SFG
711
SevenBridge Financial Group
Pennsylvania
$4.55M
CCM
712
Canal Capital Management
Virginia
$4.55M
SAM
713
Synergy Asset Management
Washington
$4.53M
CWP
714
Cyndeo Wealth Partners
Florida
$4.53M
MSA
715
MUFG Securities Americas
New York
$4.53M
GIM
716
Generali Investments Management
Slovenia
$4.53M
WWM
717
Western Wealth Management
Colorado
$4.53M
HWAM
718
Hennion & Walsh Asset Management
New Jersey
$4.51M
ERWM
719
Elk River Wealth Management
Colorado
$4.5M
SF
720
Summit Financial
New Jersey
$4.45M
SAM
721
Securian Asset Management
Minnesota
$4.44M
OCM
722
Orion Capital Management
California
$4.43M
WFG
723
Wormser Freres Gestion
France
$4.42M
ZBNA
724
Zions Bancorporation, National Association
Utah
$4.37M
GT
725
Greenleaf Trust
Michigan
$4.36M