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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
AIM
1251
Advyzon Investment Management
Illinois
$907K
DI
1252
Decision Investments
California
$901K
GIA
1253
Gladstone Institutional Advisory
Florida
$901K
AFG
1254
Allegheny Financial Group
Pennsylvania
$898K
FAFN
1255
First Affirmative Financial Network
Colorado
$896K
BFA
1256
Brown Financial Advisors
Ohio
$893K
Kovitz Investment Group Partners
1257
Kovitz Investment Group Partners
Illinois
$893K
C
1258
Certuity
Florida
$891K
MWM
1259
Modern Wealth Management
Kansas
$889K
BOM
1260
Bank of Marin
California
$888K
PPWM
1261
Paragon Private Wealth Management
Kentucky
$887K
NP
1262
NorthRock Partners
Minnesota
$884K
HIP
1263
Harrell Investment Partners
Texas
$880K
CIA
1264
Cladis Investment Advisory
Montana
$878K
LAM
1265
L2 Asset Management
Massachusetts
$876K
HCMG
1266
Howard Capital Management Group
California
$876K
AWP
1267
Atlas Wealth Partners
Pennsylvania
$876K
JAG
1268
Journey Advisory Group
Kentucky
$874K
TWM
1269
Tradition Wealth Management
Minnesota
$871K
HWA
1270
Heritage Wealth Advisors
Virginia
$871K
JFG
1271
Jefferies Financial Group
New York
$870K
PWA
1272
Pitcairn Wealth Advisors
Pennsylvania
$870K
Empower Advisory Group
1273
Empower Advisory Group
Colorado
$869K
OFS
1274
Orrstown Financial Services
Pennsylvania
$867K
LOIM
1275
Liberty One Investment Management
Illinois
$864K