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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
WFP
1276
Worthington Financial Partners
Ohio
$850K
PFW
1277
Petros Family Wealth
Minnesota
$845K
PWMAG
1278
Pinnacle Wealth Management Advisory Group
New Jersey
$845K
ACM
1279
ADAR1 Capital Management
Texas
$844K
SCI
1280
Stableford Capital II
Arizona
$839K
KIA
1281
KCM Investment Advisors
California
$839K
PHIC
1282
Pine Haven Investment Counsel
Massachusetts
$838K
EG
1283
Ellerson Group
Maryland
$835K
RCM
1284
RB Capital Management
Nevada
$831K
IAN
1285
Integrated Advisors Network
Texas
$830K
CCG
1286
Catalina Capital Group
California
$828K
OC
1287
Oarsman Capital
Wisconsin
$826K
SAM
1288
Secure Asset Management
Michigan
$822K
AWM
1289
Avior Wealth Management
Nebraska
$822K
1CP
1290
17 Capital Partners
Arizona
$815K
JFGLC
1291
Johnson Financial Group LLC (Colorado)
Colorado
$811K
CA
1292
Cache Advisors
California
$811K
MTIC
1293
Missouri Trust & Investment Company
Missouri
$809K
BMCM
1294
Bryn Mawr Capital Management
Pennsylvania
$808K
AA
1295
AlphaCentric Advisors
Puerto Rico
$807K
TIA
1296
Tiemann Investment Advisors
California
$804K
KA
1297
Kovack Advisors
Florida
$803K
FHA
1298
Flagship Harbor Advisors
Massachusetts
$802K
HFM
1299
Hartford Financial Management
Connecticut
$801K
T
1300
TOBAM
France
$794K