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Intuitive Surgical

2,299 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 991 increasing their positions, 829 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 (-$36B)

29% less first-time investments, than exits

New positions opened: 175 | Existing positions closed: 245

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,299
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
HFS
1501
Howard Financial Services
Texas
$517K
CWM
1502
Connecticut Wealth Management
Connecticut
$516K
AWE
1503
Avidian Wealth Enterprises
Texas
$516K
DWM
1504
Drive Wealth Management
Utah
$515K
HA
1505
Huntleigh Advisors
Missouri
$514K
TCWM
1506
Total Clarity Wealth Management
Illinois
$514K
WSFS
1507
Wilmington Savings Fund Society
Delaware
$513K
BFG
1508
Beacon Financial Group
Texas
$513K
JMFC
1509
J.M. Forbes & Co
Massachusetts
$513K
MM
1510
MQS Management
New York
$513K
ACM
1511
Aspen Capital Management
Idaho
$512K
MW
1512
Marble Wealth
Alabama
$510K
LWL
1513
Leo Wealth LLC
Texas
$505K
IP
1514
Ignite Planners
California
$505K
AWA
1515
ARQ Wealth Advisors
Arizona
$505K
DG
1516
DMC Group
Alabama
$504K
FP
1517
Financial Perspectives
Minnesota
$503K
OAM
1518
Occidental Asset Management
California
$502K
SGCA
1519
Steel Grove Capital Advisors
Tennessee
$501K
NWAG
1520
Net Worth Advisory Group
Utah
$501K
IIM
1521
Ipswich Investment Management
Massachusetts
$497K
WI
1522
WrapManager Inc
California
$496K
SIA
1523
Soltis Investment Advisors
Utah
$496K
FNBOH
1524
First National Bank of Hutchinson
Kansas
$494K
BWA
1525
Basecamp Wealth Advisors
Washington
$494K