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Intuitive Surgical

2,277 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, 981 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 (-$36.1B)

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
2,277
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
SSWM
826
Smith Salley Wealth Management
North Carolina
$2.92M
PCH
827
Polar Capital Holdings
United Kingdom
$2.91M
WPC
828
Wedmont Private Capital
Pennsylvania
$2.9M
PA
829
PFG Advisors
Arizona
$2.89M
WCM
830
Whitener Capital Management
North Carolina
$2.88M
WIA
831
World Investment Advisors
California
$2.88M
SCA
832
Stonebridge Capital Advisors
Minnesota
$2.87M
NP
833
Nilsine Partners
Colorado
$2.86M
FFA
834
Fairfield Financial Advisors
Massachusetts
$2.83M
BRWA
835
B. Riley Wealth Advisors
Florida
$2.82M
PFS
836
Prospera Financial Services
Texas
$2.78M
TFIPS
837
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.76M
RMP
838
Richards, Merrill & Peterson
Washington
$2.73M
IPAM
839
ICICI Prudential Asset Management
India
$2.71M
LCM
840
Landscape Capital Management
New Jersey
$2.71M
PFGIA
841
Patriot Financial Group Insurance Agency
Massachusetts
$2.69M
CAG
842
Crestwood Advisors Group
Massachusetts
$2.69M
OCA
843
OpenArc Corporate Advisory
Georgia
$2.69M
MGWM
844
Marks Group Wealth Management
Minnesota
$2.68M
AAM
845
Azzad Asset Management
Virginia
$2.67M
SFS
846
Stiles Financial Services
Minnesota
$2.67M
ONB
847
Old National Bancorp
Indiana
$2.66M
SWM
848
Segment Wealth Management
Texas
$2.66M
QIM
849
Quantitative Investment Management
Virginia
$2.64M
TLP
850
Trinity Legacy Partners
Texas
$2.64M