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
WP
1026
Westmount Partners
California
$1.63M
OQS
1027
Occudo Quantitative Strategies
Florida
$1.63M
DCM
1028
Davidson Capital Management
Texas
$1.63M
SWP
1029
Sagespring Wealth Partners
Tennessee
$1.62M
IAS
1030
Insigneo Advisory Services
Florida
$1.62M
AIM
1031
Arcadia Investment Management
Michigan
$1.61M
MFS
1032
Mattson Financial Services
Michigan
$1.61M
PWP
1033
Principle Wealth Partners
Connecticut
$1.61M
BCM
1034
BTC Capital Management
Iowa
$1.6M
PFWA
1035
Paces Ferry Wealth Advisors
Georgia
$1.59M
WFA
1036
Wellspring Financial Advisors
Ohio
$1.59M
GCP
1037
GSA Capital Partners
United Kingdom
$1.59M
PDL
1038
Portfolio Design Labs
California
$1.58M
FBT
1039
First Bank & Trust
South Dakota
$1.58M
ET
1040
Equitable Trust
Tennessee
$1.58M
VFA
1041
Valeo Financial Advisors
Indiana
$1.57M
EW
1042
Evoke Wealth
California
$1.56M
WH
1043
Willner & Heller
California
$1.56M
BBA
1044
Baader Bank Aktiengesellschaft
Germany
$1.56M
FUBT
1045
First United Bank & Trust
Maryland
$1.56M
CI
1046
Cigna Investments
Connecticut
$1.55M
RWB
1047
RMR Wealth Builders
New Jersey
$1.55M
FCA
1048
Fortis Capital Advisors
Kansas
$1.53M
TCP
1049
TMB Capital Partners
Arkansas
$1.53M
LFP
1050
Leeward Financial Partners
Washington
$1.52M