ISRG icon

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, 980 increasing their positions, 821 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
2,277
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
HHGA
951
Halbert Hargrove Global Advisors
California
$2.01M
VR
952
Vision Retirement
New Jersey
$1.99M
RFP
953
Root Financial Partners
California
$1.99M
VSQM
954
V-Square Quantitative Management
Illinois
$1.98M
TPCW
955
TD Private Client Wealth
New York
$1.97M
BCM
956
Brookstone Capital Management
Illinois
$1.97M
SWASL
957
Spartan Wealth Advisory Services LLC
Michigan
$1.96M
HCM
958
Howard Capital Management
Georgia
$1.96M
PG
959
Patten Group
Tennessee
$1.95M
EFG
960
Everhart Financial Group
Ohio
$1.94M
GP
961
GLR Partners
Maryland
$1.94M
HCM
962
Hollencrest Capital Management
California
$1.94M
HT
963
Headlands Technologies
Illinois
$1.93M
GIPW
964
Granite Islands Private Wealth
Connecticut
$1.92M
JSC
965
J. Stern & Co
United Kingdom
$1.92M
LB
966
Legacy Bridge
Iowa
$1.92M
AWM
967
Aviso Wealth Management
Washington
$1.91M
CS
968
Cannell & Spears
New York
$1.9M
SC
969
Sepio Capital
Utah
$1.9M
DCU
970
Dara Capital US
Florida
$1.9M
MNBTD
971
Moody National Bank Trust Division
Texas
$1.9M
PCG
972
Prosperity Consulting Group
Maryland
$1.89M
DI
973
Dalton Investments
Nevada
$1.89M
SDIC
974
South Dakota Investment Council
South Dakota
$1.89M
CPIG
975
Chicago Partners Investment Group
Illinois
$1.87M