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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
HCM
1601
Hodges Capital Management
Texas
$432K
CSI
1602
Cross Staff Investments
New York
$431K
DS
1603
DRW Securities
Illinois
$430K
PW
1604
Paladin Wealth
Minnesota
$430K
SN
1605
Sittner & Nelson
Oregon
$428K
CBB
1606
Citizens Business Bank
California
$426K
LJHT
1607
Laurie J. Hall Trustee
$426K
MCM
1608
Militia Capital Management
Texas
$425K
SI
1609
Severin Investments
Missouri
$424K
FWA
1610
FSM Wealth Advisors
Ohio
$423K
SCM
1611
SCS Capital Management
Massachusetts
$422K
FFG
1612
Fiduciary Financial Group
California
$422K
PPWM
1613
Perissos Private Wealth Management
Oklahoma
$422K
MA
1614
Mutual Advisors
Nebraska
$422K
CG
1615
Clarus Group
Texas
$422K
HGA
1616
Hobbs Group Advisors
South Carolina
$417K
OF
1617
Optimize Financial
California
$417K
CBA
1618
Coastal Bridge Advisors
Connecticut
$417K
YWM
1619
Yukon Wealth Management
Kansas
$416K
SWM
1620
SHP Wealth Management
Massachusetts
$416K
AC
1621
Apella Capital
Connecticut
$416K
AWM
1622
Aprio Wealth Management
Georgia
$415K
NRC
1623
New Republic Capital
North Carolina
$415K
NAMP
1624
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$415K
PCM
1625
Praxis Capital Management
Illinois
$415K