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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 244 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: 244

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
BTI
876
Blue Trust Inc
Georgia
$2.44M
HDIM
877
Hanson & Doremus Investment Management
Vermont
$2.44M
SC
878
Scholtz & Company
Connecticut
$2.44M
SAM
879
Sectoral Asset Management
Quebec, Canada
$2.42M
SC
880
Syon Capital
California
$2.42M
AW
881
Alaethes Wealth
Nevada
$2.4M
SP
882
Stablepoint Partners
Massachusetts
$2.39M
RA
883
RFG Advisory
Alabama
$2.38M
TPA
884
Trivium Point Advisory
Connecticut
$2.37M
WDA
885
Wendell David Associates
New Hampshire
$2.37M
IAA
886
Independent Advisor Alliance
North Carolina
$2.37M
SCI
887
S&CO Inc
Massachusetts
$2.36M
JPWM
888
Jamison Private Wealth Management
Georgia
$2.36M
SC
889
Scotia Capital
Ontario, Canada
$2.34M
SAM
890
Smartleaf Asset Management
Massachusetts
$2.33M
GCM
891
Graham Capital Management
Connecticut
$2.33M
MS
892
Madden Securities
Texas
$2.32M
MGP
893
M&G plc
United Kingdom
$2.31M
MCM
894
Mitchell Capital Management
Kansas
$2.31M
JDLA
895
J. Derek Lewis & Associates
California
$2.3M
CPBTD
896
Central Pacific Bank - Trust Division
Hawaii
$2.3M
BAM
897
Belpointe Asset Management
Nevada
$2.3M
TFS
898
Thoroughbred Financial Services
Tennessee
$2.29M
PA
899
Procyon Advisors
Connecticut
$2.29M
ISWM
900
Intesa Sanpaolo Wealth Management
$2.29M