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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
SAM
1026
Strategy Asset Managers
California
$1.65M
TCIIS
1027
TIAA-CREF Individual & Institutional Services
New York
$1.65M
EHC
1028
Everett Harris & Co
California
$1.64M
ACM
1029
Alamar Capital Management
California
$1.64M
HI
1030
Harbour Investments
Wisconsin
$1.64M
GWM
1031
Gibbs Wealth Management
Georgia
$1.64M
WP
1032
Westmount Partners
California
$1.63M
OQS
1033
Occudo Quantitative Strategies
Florida
$1.63M
DCM
1034
Davidson Capital Management
Texas
$1.63M
SWP
1035
Sagespring Wealth Partners
Tennessee
$1.62M
IAS
1036
Insigneo Advisory Services
Florida
$1.62M
AIM
1037
Arcadia Investment Management
Michigan
$1.61M
MFS
1038
Mattson Financial Services
Michigan
$1.61M
PWP
1039
Principle Wealth Partners
Connecticut
$1.61M
BCM
1040
BTC Capital Management
Iowa
$1.6M
PFWA
1041
Paces Ferry Wealth Advisors
Georgia
$1.59M
WFA
1042
Wellspring Financial Advisors
Ohio
$1.59M
GCP
1043
GSA Capital Partners
United Kingdom
$1.59M
PDL
1044
Portfolio Design Labs
California
$1.58M
FBT
1045
First Bank & Trust
South Dakota
$1.58M
ET
1046
Equitable Trust
Tennessee
$1.58M
VFA
1047
Valeo Financial Advisors
Indiana
$1.57M
EW
1048
Evoke Wealth
California
$1.56M
WH
1049
Willner & Heller
California
$1.56M
BBA
1050
Baader Bank Aktiengesellschaft
Germany
$1.56M