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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
AAS
1051
Ameritas Advisory Services
Nebraska
$1.52M
KAS
1052
KPP Advisory Services
Kentucky
$1.52M
GCM
1053
Geneva Capital Management
Wisconsin
$1.52M
MC
1054
Machina Capital
France
$1.51M
KWA
1055
Kingswood Wealth Advisors
California
$1.51M
CB
1056
CNB Bank
Pennsylvania
$1.5M
LP
1057
LMR Partners
United Kingdom
$1.5M
CIC
1058
Carnegie Investment Counsel
Ohio
$1.5M
BFC
1059
Bedel Financial Consulting
Indiana
$1.5M
NW
1060
Naviter Wealth
Arkansas
$1.49M
SW
1061
SlateStone Wealth
Florida
$1.49M
LA
1062
Legacy Advisors
Pennsylvania
$1.49M
B
1063
Bensler
Washington
$1.49M
LIM
1064
Leavell Investment Management
Alabama
$1.48M
VNIM
1065
Vaughan Nelson Investment Management
Texas
$1.48M
ATS
1066
Ashton Thomas Securities
New York
$1.47M
NSB
1067
Norway Savings Bank
Maine
$1.46M
WF
1068
WoodTrust Financial
Wisconsin
$1.46M
EAM
1069
Empirical Asset Management
Massachusetts
$1.46M
HIM
1070
Hillsdale Investment Management
Ontario, Canada
$1.46M
SAI
1071
Savvy Advisors Inc
New York
$1.44M
PPWP
1072
Premier Path Wealth Partners
New Jersey
$1.44M
CWM
1073
Circle Wealth Management
New Jersey
$1.43M
SWA
1074
Sax Wealth Advisors
New Jersey
$1.43M
AWM
1075
Arista Wealth Management
Nevada
$1.43M