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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
MGP
901
M&G plc
United Kingdom
$2.31M
MCM
902
Mitchell Capital Management
Kansas
$2.31M
JDLA
903
J. Derek Lewis & Associates
California
$2.3M
CPBTD
904
Central Pacific Bank - Trust Division
Hawaii
$2.3M
BAM
905
Belpointe Asset Management
Nevada
$2.3M
TFS
906
Thoroughbred Financial Services
Tennessee
$2.29M
PA
907
Procyon Advisors
Connecticut
$2.29M
ISWM
908
Intesa Sanpaolo Wealth Management
$2.29M
EPAM
909
Evelyn Partners Asset Management
$2.28M
WIM
910
WealthPlan Investment Management
Nebraska
$2.26M
AWA
911
Aaron Wealth Advisors
Illinois
$2.26M
CA
912
Cullinan Associates
Kentucky
$2.26M
AIA
913
AssuredPartners Investment Advisors
Florida
$2.26M
KCM
914
Kornitzer Capital Management
Kansas
$2.25M
AM
915
Account Management
Massachusetts
$2.25M
PIM
916
Platinum Investment Management
Australia
$2.23M
CCAM
917
Codex Capital Asset Management
Texas
$2.22M
ITFISA
918
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.22M
GJWM
919
Gilliland Jeter Wealth Management
Arkansas
$2.22M
HCM
920
Howland Capital Management
Massachusetts
$2.22M
BFC
921
Blue Fin Capital
Rhode Island
$2.21M
1C
922
111 Capital
France
$2.2M
CA
923
Clearstead Advisors
Ohio
$2.2M
AWM
924
Angeles Wealth Management
California
$2.2M
Twin Tree Management
925
Twin Tree Management
Texas
$2.2M