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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
HT
1001
Heritage Trust
Oklahoma
$1.74M
RA
1002
RiverPark Advisors
New York
$1.74M
GPWM
1003
Grant Private Wealth Management
California
$1.73M
CIM
1004
Chapman Investment Management
California
$1.72M
IB
1005
Iyo Bank
Japan
$1.71M
HIA
1006
Harbor Investment Advisory
Maryland
$1.71M
WAP
1007
Wealthcare Advisory Partners
Pennsylvania
$1.71M
AAM
1008
Alphadyne Asset Management
New York
$1.71M
GD
1009
Grandfield & Dodd
New York
$1.7M
TCM
1010
Twin Capital Management
Pennsylvania
$1.7M
SCTC
1011
Sanibel Captiva Trust Company
Florida
$1.69M
EB
1012
Eastern Bank
Massachusetts
$1.69M
BFP
1013
Beacon Financial Planning
Massachusetts
$1.69M
HCM
1014
Hall Capital Management
Rhode Island
$1.69M
DTL
1015
Dynamic Technology Lab
Singapore
$1.68M
FMI
1016
Frec Markets Inc
California
$1.67M
HA
1017
Harfst & Associates
Wyoming
$1.66M
KIA
1018
Knollwood Investment Advisory
Maryland
$1.65M
FMB
1019
Field & Main Bank
Kentucky
$1.65M
SAM
1020
Strategy Asset Managers
California
$1.65M
TCIIS
1021
TIAA-CREF Individual & Institutional Services
New York
$1.65M
EHC
1022
Everett Harris & Co
California
$1.64M
ACM
1023
Alamar Capital Management
California
$1.64M
HI
1024
Harbour Investments
Wisconsin
$1.64M
GWM
1025
Gibbs Wealth Management
Georgia
$1.64M