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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
SIM
1201
Samara Investment Management
Oregon
$1M
FNBOO
1202
First National Bank of Omaha
Nebraska
$1M
PWS
1203
Proactive Wealth Strategies
Georgia
$998K
SWM
1204
Sendero Wealth Management
Texas
$990K
BBES
1205
Buffalo Business & Estate Services
New York
$988K
WMP
1206
Wealth Management Partners
Arizona
$984K
DI
1207
Diligent Investors
California
$983K
AFT
1208
Alpha Family Trust
California
$980K
JWM
1209
JGP Wealth Management
Oregon
$978K
GPA
1210
Guerra Pan Advisors
New Jersey
$978K
MGIA
1211
Moneta Group Investment Advisors
Missouri
$976K
FLPIM
1212
F.L. Putnam Investment Management
Massachusetts
$975K
BWP
1213
Balboa Wealth Partners
Arizona
$973K
SWA
1214
SFMG Wealth Advisors
Texas
$972K
SPWM
1215
Schrum Private Wealth Management
Florida
$968K
WSA
1216
Warm Springs Advisors
California
$968K
LFA
1217
Legacy Financial Advisors
Kentucky
$966K
PL
1218
Perpetual Ltd
Australia
$961K
EWA
1219
EverSource Wealth Advisors
Alabama
$959K
SLT
1220
St Louis Trust
Missouri
$957K
I
1221
INVST
Indiana
$953K
XWL
1222
XXI Wealth LLC
Illinois
$952K
GLAM
1223
Gardner Lewis Asset Management
Pennsylvania
$952K
WC
1224
Waterloo Capital
Texas
$951K
DWA
1225
Douglass Winthrop Advisors
New York
$938K