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Intuitive Surgical

2,291 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
2,291
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
GAG
1001
GM Advisory Group
New York
$1.77M
SA
1002
Sovran Advisors
California
$1.75M
AC
1003
AXQ Capital
New Jersey
$1.75M
ELI
1004
Empire Life Investments
Ontario, Canada
$1.75M
BW
1005
Balance Wealth
Ohio
$1.75M
FHC
1006
First Horizon Corporation
Tennessee
$1.74M
HT
1007
Heritage Trust
Oklahoma
$1.74M
RA
1008
RiverPark Advisors
New York
$1.74M
GPWM
1009
Grant Private Wealth Management
California
$1.73M
CIM
1010
Chapman Investment Management
California
$1.72M
IB
1011
Iyo Bank
Japan
$1.71M
HIA
1012
Harbor Investment Advisory
Maryland
$1.71M
WAP
1013
Wealthcare Advisory Partners
Pennsylvania
$1.71M
AAM
1014
Alphadyne Asset Management
New York
$1.71M
GD
1015
Grandfield & Dodd
New York
$1.7M
TCM
1016
Twin Capital Management
Pennsylvania
$1.7M
SCTC
1017
Sanibel Captiva Trust Company
Florida
$1.69M
EB
1018
Eastern Bank
Massachusetts
$1.69M
BFP
1019
Beacon Financial Planning
Massachusetts
$1.69M
HCM
1020
Hall Capital Management
Rhode Island
$1.69M
DTL
1021
Dynamic Technology Lab
Singapore
$1.68M
FMI
1022
Frec Markets Inc
California
$1.67M
HA
1023
Harfst & Associates
Wyoming
$1.66M
KIA
1024
Knollwood Investment Advisory
Maryland
$1.65M
FMB
1025
Field & Main Bank
Kentucky
$1.65M