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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
WMA
1626
Wealth Management Associates
New Jersey
$390K
PIA
1627
Pinion Investment Advisors
Kansas
$389K
FAT
1628
First American Trust
California
$389K
KIM
1629
Kestra Investment Management
Texas
$388K
MSR
1630
Main Street Research
Connecticut
$387K
FMTC
1631
Farmers & Merchants Trust Company
California
$386K
FC
1632
Financial Consulate
Maryland
$385K
BAM
1633
Blueshift Asset Management
New Jersey
$384K
OCM
1634
One Capital Management
California
$384K
CA
1635
Claro Advisors
Massachusetts
$382K
CWP
1636
Concord Wealth Partners
Virginia
$381K
BEW
1637
Burton Enright Welch
California
$380K
CPA
1638
Capital Performance Advisors
California
$380K
FFA
1639
Florida Financial Advisors
Florida
$378K
JC
1640
JM2 Capital
Oklahoma
$378K
OHWP
1641
Oak Harbor Wealth Partners
North Carolina
$378K
AGP
1642
Autumn Glory Partners
Texas
$378K
OAM
1643
Oxford Asset Management
United Kingdom
$378K
ML
1644
McAdam LLC
Pennsylvania
$376K
IFO
1645
Independent Family Office
New York
$376K
TSWM
1646
Triangle Securities Wealth Management
North Carolina
$374K
MEAC
1647
M.E. Allison & Co
Texas
$373K
ACM
1648
Advance Capital Management
Michigan
$372K
CNC
1649
Canandaigua National Corp
New York
$371K
PGCM
1650
Prescott Group Capital Management
Oklahoma
$370K