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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
CWWM
1476
Clear Wave Wealth Management
New Jersey
$535K
GAA
1477
Global Assets Advisory
Florida
$534K
VWA
1478
Visionary Wealth Advisors
Illinois
$531K
NGA
1479
Naples Global Advisors
Florida
$531K
SHGA
1480
Sand Hill Global Advisors
California
$527K
CH
1481
Cromwell Holdings
Wyoming
$527K
BWP
1482
BSW Wealth Partners
Colorado
$526K
FAMI
1483
Fideuram Asset Management (Ireland)
$525K
NPF
1484
Norris Perne & French
Michigan
$525K
AWM
1485
Aries Wealth Management
Maine
$525K
FFA
1486
First Foundation Advisors
California
$525K
WAOTB
1487
Wealth Advisors of Tampa Bay
Florida
$524K
SFS
1488
Sharp Financial Services
Pennsylvania
$524K
TFA
1489
Teamwork Financial Advisors
Texas
$521K
PWMG
1490
Prestige Wealth Management Group
New Jersey
$520K
PWA
1491
Prairie Wealth Advisors
Nebraska
$520K
CIM
1492
Cambria Investment Management
California
$519K
HEM
1493
Henson-Edgewater Management
Ohio
$519K
TWM
1494
TRB Wealth Management
Texas
$519K
TA
1495
TFB Advisors
Kansas
$518K
TCM
1496
Tufton Capital Management
Maryland
$518K
HFS
1497
Howard Financial Services
Texas
$517K
CWM
1498
Connecticut Wealth Management
Connecticut
$516K
AWE
1499
Avidian Wealth Enterprises
Texas
$516K
DWM
1500
Drive Wealth Management
Utah
$515K