ISRG icon

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
BHWM
1551
Bar Harbor Wealth Management
New Hampshire
$461K
MW
1552
MBL Wealth
North Carolina
$461K
II
1553
Impact Investors
California
$459K
RF
1554
RHS Financial
California
$459K
GIA
1555
Guyasuta Investment Advisors
Pennsylvania
$458K
PTP
1556
Platform Technology Partners
New York
$457K
MAWA
1557
Moss Adams Wealth Advisors
Washington
$456K
GIM
1558
Generate Investment Management
New Zealand
$456K
CB
1559
Centennial Bank
Arkansas
$456K
MA
1560
MJP Associates
Connecticut
$454K
RA
1561
Riversedge Advisors
Delaware
$454K
QT
1562
Quantbot Technologies
New York
$453K
FAG
1563
Fortitude Advisory Group
Washington
$452K
OL
1564
OneFund LLC
Florida
$452K
AU
1565
Algebris (UK)
United Kingdom
$451K
PAP
1566
Persistent Asset Partners
Hong Kong
$450K
IAS
1567
Integrity Advisory Solutions
Texas
$450K
AWA
1568
Argos Wealth Advisors
California
$450K
ILI
1569
Invesco LLC (Illinois)
Illinois
$448K
PEA
1570
Park Edge Advisors
Ohio
$446K
AA
1571
Apriem Advisors
California
$446K
SWGC
1572
Summit Wealth Group (Colorado)
Colorado
$446K
AMPWP
1573
Alvarez & Marsal Private Wealth Partners
Florida
$446K
KWM
1574
KFG Wealth Management
Indiana
$444K
AG
1575
AmeriFlex Group
Nevada
$443K