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Intuitive Surgical

2,290 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, 986 increasing their positions, 827 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 (-$36.1B)

29% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 245

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,290
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
SWM
851
Segment Wealth Management
Texas
$2.66M
QIM
852
Quantitative Investment Management
Virginia
$2.64M
TLP
853
Trinity Legacy Partners
Texas
$2.64M
BC
854
Bridgefront Capital
Texas
$2.64M
ECM
855
Evergreen Capital Management
Washington
$2.63M
TVWM
856
Tower View Wealth Management
Wisconsin
$2.61M
FWP
857
Falcon Wealth Planning
California
$2.61M
LCM
858
Lattice Capital Management
Washington
$2.6M
MIM
859
Marco Investment Management
Georgia
$2.59M
SWA
860
Stratos Wealth Advisors
Ohio
$2.58M
EGM
861
Engineers Gate Manager
New York
$2.58M
AC
862
Avestar Capital
New York
$2.56M
OAM
863
Oak Asset Management
California
$2.56M
KWM
864
Keebeck Wealth Management
Illinois
$2.56M
ABTD
865
Arvest Bank Trust Division
Oklahoma
$2.56M
CMI
866
Clare Market Investments
Texas
$2.56M
CAM
867
Cresset Asset Management
Illinois
$2.55M
LFG
868
Larson Financial Group
Missouri
$2.54M
PWS
869
Peloton Wealth Strategists
Indiana
$2.53M
NG
870
Norden Group
Utah
$2.53M
CRC
871
Curi RMB Capital
Illinois
$2.52M
USCWA
872
U.S. Capital Wealth Advisors
Texas
$2.51M
MSK
873
Melissa S. Kampmann
$2.51M
B
874
Bellecapital
Switzerland
$2.51M
BP
875
Ballentine Partners
Massachusetts
$2.5M