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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
GBT
1101
Grove Bank & Trust
Florida
$1.31M
NFG
1102
Nations Financial Group
Iowa
$1.31M
FCP
1103
Fidelis Capital Partners
Florida
$1.29M
PFG
1104
Prosperity Financial Group
California
$1.29M
CIP
1105
Convergence Investment Partners
Florida
$1.29M
AC
1106
AlphaCore Capital
California
$1.28M
BCWM
1107
Bartlett & Co Wealth Management
Ohio
$1.28M
MPPLM
1108
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M
RMCM
1109
Reynders McVeigh Capital Management
Massachusetts
$1.28M
MAM
1110
McLaughlin Asset Management
Illinois
$1.28M
NI
1111
Natural Investments
California
$1.28M
CFP
1112
Catalyst Financial Partners
Massachusetts
$1.27M
SAM
1113
S.A. Mason
Michigan
$1.27M
WCM
1114
Weaver Capital Management
Georgia
$1.26M
MCC
1115
Money Concepts Capital
Florida
$1.26M
FFS
1116
Founders Financial Securities
Maryland
$1.26M
SIG
1117
Sargent Investment Group
Maryland
$1.26M
SRS
1118
Strong Retirement Solutions
Washington
$1.26M
IAIM
1119
International Assets Investment Management
Florida
$1.25M
CCA
1120
Checchi Capital Advisers
California
$1.25M
UAG
1121
United Advisor Group
Ohio
$1.24M
SF
1122
Symphony Financial
Texas
$1.24M
KA
1123
Kintegral Advisory
New York
$1.23M
PCM
1124
Prelude Capital Management
New York
$1.23M
MG
1125
Mather Group
Illinois
$1.22M