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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
BWG
1201
Boomfish Wealth Group
Georgia
$1.01M
OFS
1202
OneAscent Financial Services
Alabama
$1.01M
TC
1203
Truvestments Capital
Florida
$1.01M
DA
1204
Doliver Advisors
Texas
$1.01M
LI
1205
LRI Investments
Florida
$1.01M
VEM
1206
Vann Equity Management
Texas
$1.01M
PE
1207
PCM Encore
Colorado
$1.01M
SIM
1208
Samara Investment Management
Oregon
$1M
FNBOO
1209
First National Bank of Omaha
Nebraska
$1M
PWS
1210
Proactive Wealth Strategies
Georgia
$998K
SWM
1211
Sendero Wealth Management
Texas
$990K
BBES
1212
Buffalo Business & Estate Services
New York
$988K
WMP
1213
Wealth Management Partners
Arizona
$984K
DI
1214
Diligent Investors
California
$983K
AFT
1215
Alpha Family Trust
California
$980K
JWM
1216
JGP Wealth Management
Oregon
$978K
GPA
1217
Guerra Pan Advisors
New Jersey
$978K
MGIA
1218
Moneta Group Investment Advisors
Missouri
$976K
FLPIM
1219
F.L. Putnam Investment Management
Massachusetts
$975K
BWP
1220
Balboa Wealth Partners
Arizona
$973K
SWA
1221
SFMG Wealth Advisors
Texas
$972K
SPWM
1222
Schrum Private Wealth Management
Florida
$968K
WSA
1223
Warm Springs Advisors
California
$968K
LFA
1224
Legacy Financial Advisors
Kentucky
$966K
PL
1225
Perpetual Ltd
Australia
$961K