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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
AA
1376
Alta Advisers
United Kingdom
$655K
UWPG
1377
Ullmann Wealth Partners Group
Florida
$654K
GIC
1378
Generali Investments CEE
Czech Republic
$653K
TWM
1379
Trueblood Wealth Management
Ohio
$652K
AZ
1380
Alpha Zero
Florida
$652K
ACP
1381
Aviance Capital Partners
Florida
$649K
CPIA
1382
Cornell Pochily Investment Advisors
New York
$645K
BTWM
1383
Baker Tilly Wealth Management
Wisconsin
$644K
EWM
1384
Empirical Wealth Management
Washington
$640K
VWM
1385
Venturi Wealth Management
Texas
$639K
LWA
1386
Lineweaver Wealth Advisors
Ohio
$639K
FFN
1387
Focus Financial Network
Minnesota
$637K
TFGT
1388
TS Financial Group (TSFG)
Illinois
$636K
PHWA
1389
Petersen Hastings Wealth Advisors
Washington
$634K
LAM
1390
Lewis Asset Management
California
$633K
OWM
1391
OneAscent Wealth Management
Alabama
$632K
PTC
1392
Private Trust Company
Ohio
$627K
EPW
1393
Evolve Private Wealth
California
$626K
PWP
1394
Private Wealth Partners
California
$622K
RMC
1395
Resources Management Corp
Connecticut
$622K
DIA
1396
Dana Investment Advisors
Wisconsin
$621K
PCP
1397
Perbak Capital Partners
United Kingdom
$619K
JRPIM
1398
Journey Retirement Planning & Investment Management
Idaho
$618K
NIP
1399
Nicholas Investment Partners
California
$618K
FBFS
1400
First Business Financial Services
Wisconsin
$618K