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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
AI
1176
AXS Investments
New York
$1.06M
GC
1177
Gilbert & Cook
Iowa
$1.05M
VCA
1178
Verdence Capital Advisors
Maryland
$1.05M
BCP
1179
Blue Chip Partners
Michigan
$1.05M
PCM
1180
Parsons Capital Management
Rhode Island
$1.05M
SOAM
1181
SBI Okasan Asset Management
Japan
$1.04M
ANTB
1182
AMG National Trust Bank
Colorado
$1.04M
TCA
1183
Transcend Capital Advisors
New Jersey
$1.04M
AAM
1184
AR Asset Management
California
$1.04M
CT
1185
Caldwell Trust
Florida
$1.03M
JSW
1186
Journey Strategic Wealth
New Jersey
$1.03M
ECM
1187
EagleClaw Capital Management
Massachusetts
$1.03M
AFWM
1188
Arta Finance Wealth Management
California
$1.03M
GM
1189
GeoWealth Management
Illinois
$1.03M
PFA
1190
Pure Financial Advisors
California
$1.03M
APW
1191
Aventura Private Wealth
Florida
$1.03M
MIM
1192
Moseley Investment Management
Florida
$1.02M
CAG
1193
Csenge Advisory Group
Florida
$1.01M
BWG
1194
Boomfish Wealth Group
Georgia
$1.01M
OFS
1195
OneAscent Financial Services
Alabama
$1.01M
TC
1196
Truvestments Capital
Florida
$1.01M
DA
1197
Doliver Advisors
Texas
$1.01M
LI
1198
LRI Investments
Florida
$1.01M
VEM
1199
Vann Equity Management
Texas
$1.01M
PE
1200
PCM Encore
Colorado
$1.01M