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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
VA
1451
Valmark Advisers
Ohio
$551K
RBC
1452
Romano Brothers & Co
Illinois
$550K
EW
1453
Expressive Wealth
Illinois
$546K
IP
1454
Investment Partners
Ohio
$545K
MFS
1455
Miller Financial Services
Michigan
$545K
MNA
1456
Manning & Napier Advisors
New York
$544K
FIA
1457
Foundations Investment Advisors
Arizona
$543K
SG
1458
StoneX Group
New York
$543K
OFP
1459
OLIO Financial Planning
Virginia
$542K
TAFW
1460
Tred Avon Family Wealth
Maryland
$539K
VC
1461
Veery Capital
Delaware
$537K
DE
1462
Defiance ETFs
New York
$537K
AMG
1463
Advisors Management Group
Wisconsin
$537K
SP
1464
SmartHarvest Portfolios
Washington
$537K
CWWM
1465
Clear Wave Wealth Management
New Jersey
$535K
GAA
1466
Global Assets Advisory
Florida
$534K
VWA
1467
Visionary Wealth Advisors
Illinois
$531K
NGA
1468
Naples Global Advisors
Florida
$531K
SHGA
1469
Sand Hill Global Advisors
California
$527K
CH
1470
Cromwell Holdings
Wyoming
$527K
BWP
1471
BSW Wealth Partners
Colorado
$526K
FAMI
1472
Fideuram Asset Management (Ireland)
$525K
NPF
1473
Norris Perne & French
Michigan
$525K
AWM
1474
Aries Wealth Management
Maine
$525K
FFA
1475
First Foundation Advisors
California
$525K