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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
CWL
1576
Causey Wealth LLC
Colorado
$442K
RFA
1577
Resurgent Financial Advisors
Georgia
$441K
BCA
1578
Bay Capital Advisors
Virginia
$440K
FFA
1579
Fortune Financial Advisors
Kansas
$440K
IA
1580
Integrity Alliance
Iowa
$439K
LWA
1581
Ledgewood Wealth Advisors
New Hampshire
$438K
EDRH
1582
Edmond de Rothschild Holding
Switzerland
$437K
WFI
1583
West Family Investments
California
$436K
AP
1584
Anchyra Partners
Georgia
$433K
HCM
1585
Hodges Capital Management
Texas
$432K
CSI
1586
Cross Staff Investments
New York
$431K
DS
1587
DRW Securities
Illinois
$430K
PW
1588
Paladin Wealth
Minnesota
$430K
SN
1589
Sittner & Nelson
Oregon
$428K
CBB
1590
Citizens Business Bank
California
$426K
LJHT
1591
Laurie J. Hall Trustee
$426K
SI
1592
Severin Investments
Missouri
$424K
FWA
1593
FSM Wealth Advisors
Ohio
$423K
SCM
1594
SCS Capital Management
Massachusetts
$422K
FFG
1595
Fiduciary Financial Group
California
$422K
PPWM
1596
Perissos Private Wealth Management
Oklahoma
$422K
MA
1597
Mutual Advisors
Nebraska
$422K
CG
1598
Clarus Group
Texas
$422K
HGA
1599
Hobbs Group Advisors
South Carolina
$417K
OF
1600
Optimize Financial
California
$417K