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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
DG
1501
DMC Group
Alabama
$504K
FP
1502
Financial Perspectives
Minnesota
$503K
OAM
1503
Occidental Asset Management
California
$502K
SGCA
1504
Steel Grove Capital Advisors
Tennessee
$501K
NWAG
1505
Net Worth Advisory Group
Utah
$501K
IIM
1506
Ipswich Investment Management
Massachusetts
$497K
WI
1507
WrapManager Inc
California
$496K
SIA
1508
Soltis Investment Advisors
Utah
$496K
FNBOH
1509
First National Bank of Hutchinson
Kansas
$494K
IIL
1510
Income Insurance Ltd
$494K
SL
1511
Sentinus LLC
Illinois
$494K
VCM
1512
Versant Capital Management
Arizona
$491K
CJ
1513
Caitlin John
Michigan
$490K
ZIC
1514
ZWJ Investment Counsel
Georgia
$490K
KCP
1515
Kera Capital Partners
California
$490K
CWS
1516
Confluence Wealth Services
Pennsylvania
$490K
TAM
1517
Townsend Asset Management
North Carolina
$487K
LWM
1518
LJI Wealth Management
Indiana
$486K
CPC
1519
Congress Park Capital
New York
$486K
LRWM
1520
Lord & Richards Wealth Management
Colorado
$485K
FMN
1521
Financial Management Network
California
$484K
VCP
1522
Verus Capital Partners
Arizona
$484K
BWP
1523
BlueStem Wealth Partners
Minnesota
$484K
PNAA
1524
Pictet North America Advisors
Switzerland
$483K
EPIME
1525
Evelyn Partners Investment Management (Europe)
$481K