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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, 981 increasing their positions, 820 reducing their positions, and 243 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 (-$36.1B)

29% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 243

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
PGCM
1651
Prescott Group Capital Management
Oklahoma
$370K
GKFF
1652
George Kaiser Family Foundation
Oklahoma
$370K
PMG
1653
ProVise Management Group
Florida
$370K
ACM
1654
Arcataur Capital Management
Wisconsin
$369K
CA
1655
Callahan Advisors
Texas
$369K
AL
1656
Arnhold LLC
New York
$369K
CSIC
1657
Clifford Swan Investment Counsel
California
$368K
HBW
1658
Hazlett, Burt & Watson
West Virginia
$367K
WAS
1659
WESPAC Advisors SoCal
California
$364K
FPL
1660
Fortress Private Ledger
North Carolina
$364K
FF
1661
Francis Financial
$363K
CWM
1662
Cornerstone Wealth Management
Missouri
$360K
CCMI
1663
Creative Capital Management Investments
California
$360K
SLC
1664
Second Line Capital
Louisiana
$359K
SS
1665
Sunbelt Securities
Texas
$359K
MFS
1666
Mirabella Financial Services
United Kingdom
$358K
AT
1667
Avalon Trust
New Mexico
$356K
VDI
1668
Vaughan David Investments
Illinois
$356K
MC
1669
Middleton & Co
Massachusetts
$356K
TPWA
1670
TRUE Private Wealth Advisors
Oregon
$356K
LG
1671
LaFleur & Godfrey
Michigan
$355K
VPP
1672
Vertex Planning Partners
Illinois
$355K
PW
1673
PUREfi Wealth
Massachusetts
$355K
MFG
1674
Magnus Financial Group
New York
$354K
SC
1675
Saturna Capital
Washington
$354K