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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
OWM
1401
OneAscent Wealth Management
Alabama
$632K
PTC
1402
Private Trust Company
Ohio
$627K
EPW
1403
Evolve Private Wealth
California
$626K
PWP
1404
Private Wealth Partners
California
$622K
RMC
1405
Resources Management Corp
Connecticut
$622K
DIA
1406
Dana Investment Advisors
Wisconsin
$621K
PCP
1407
Perbak Capital Partners
United Kingdom
$619K
JRPIM
1408
Journey Retirement Planning & Investment Management
Idaho
$618K
NIP
1409
Nicholas Investment Partners
California
$618K
FBFS
1410
First Business Financial Services
Wisconsin
$618K
RPC
1411
Rossmore Private Capital
Connecticut
$617K
T
1412
Tableaux
Massachusetts
$617K
ICP
1413
Interchange Capital Partners
Pennsylvania
$616K
MWM
1414
Mindset Wealth Management
Indiana
$615K
CCM
1415
Condor Capital Management
New Jersey
$614K
7WCP
1416
71 West Capital Partners
Massachusetts
$614K
IBOK
1417
Independence Bank of Kentucky
Kentucky
$613K
WA
1418
Winter & Associates
Minnesota
$613K
LIP
1419
Lighthouse Investment Partners
Florida
$613K
MMG
1420
Monetary Management Group
Missouri
$609K
NG
1421
Navigation Group
California
$607K
FI
1422
Finivi Inc
Massachusetts
$607K
TFM
1423
TFC Financial Management
Massachusetts
$607K
MWM
1424
Modera Wealth Management
New Jersey
$604K
FWI
1425
Facet Wealth Inc
Maryland
$603K