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Intuitive Surgical

2,299 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 991 increasing their positions, 829 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 (-$36B)

29% less first-time investments, than exits

New positions opened: 175 | Existing positions closed: 245

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,299
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
TTWM
1251
TCV Trust & Wealth Management
Virginia
$909K
BNA
1252
BankChampaign National Association
Illinois
$908K
HWA
1253
HCR Wealth Advisors
California
$908K
AIM
1254
Advyzon Investment Management
Illinois
$907K
DI
1255
Decision Investments
California
$901K
GIA
1256
Gladstone Institutional Advisory
Florida
$901K
AFG
1257
Allegheny Financial Group
Pennsylvania
$898K
FAFN
1258
First Affirmative Financial Network
Colorado
$896K
BFA
1259
Brown Financial Advisors
Ohio
$893K
Kovitz Investment Group Partners
1260
Kovitz Investment Group Partners
Illinois
$893K
C
1261
Certuity
Florida
$891K
MWM
1262
Modern Wealth Management
Kansas
$889K
BOM
1263
Bank of Marin
California
$888K
PPWM
1264
Paragon Private Wealth Management
Kentucky
$887K
NP
1265
NorthRock Partners
Minnesota
$884K
HIP
1266
Harrell Investment Partners
Texas
$880K
CIA
1267
Cladis Investment Advisory
Montana
$878K
LAM
1268
L2 Asset Management
Massachusetts
$876K
HCMG
1269
Howard Capital Management Group
California
$876K
AWP
1270
Atlas Wealth Partners
Pennsylvania
$876K
JAG
1271
Journey Advisory Group
Kentucky
$874K
TWM
1272
Tradition Wealth Management
Minnesota
$871K
HWA
1273
Heritage Wealth Advisors
Virginia
$871K
JFG
1274
Jefferies Financial Group
New York
$870K
PWA
1275
Pitcairn Wealth Advisors
Pennsylvania
$870K