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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
NS
1526
NBC Securities
Alabama
$479K
AIA
1527
AIMZ Investment Advisors
California
$478K
PAM
1528
Palisade Asset Management
Minnesota
$477K
CI
1529
Carroll Investors
South Carolina
$476K
CPC
1530
Cookson Peirce & Co
Pennsylvania
$476K
OWCM
1531
One Wealth Capital Management
Arizona
$475K
EWM
1532
Evercore Wealth Management
New York
$474K
SAI
1533
Systematic Alpha Investments
New Jersey
$474K
VFG
1534
V2 Financial group
Illinois
$474K
AWM
1535
Ameliora Wealth Management
Switzerland
$473K
ECA
1536
Elevated Capital Advisors
Utah
$473K
SICM
1537
Sustainable Insight Capital Management
New York
$473K
AWP
1538
Avid Wealth Partners
Texas
$472K
FWCM
1539
Ferguson Wellman Capital Management
Oregon
$471K
SA
1540
Sylvest Advisors
Texas
$470K
AI
1541
Accredited Investors
Minnesota
$469K
AWM
1542
Ariadne Wealth Management
California
$467K
SFO
1543
Stokes Family Office
Louisiana
$467K
CSP
1544
Cary Street Partners
Virginia
$464K
WPW
1545
Warther Private Wealth
Ohio
$463K
B
1546
Bailard
California
$463K
WS
1547
Wilian Securities
Minnesota
$462K
1W
1548
1776 Wealth
Georgia
$462K
FFA
1549
Fragasso Financial Advisors
Pennsylvania
$462K
A
1550
Argentarii
Ohio
$461K