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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
PCM
1701
Polymer Capital Management
New York
$333K
TW
1702
ticino wealth
California
$332K
WKWM
1703
Walter & Keenan Wealth Management
Indiana
$331K
AF
1704
Advisornet Financial
Minnesota
$330K
CBT
1705
Crews Bank & Trust
Florida
$326K
LWM
1706
LightSquare Wealth Management
Michigan
$326K
WPW
1707
Waldron Private Wealth
Pennsylvania
$325K
MFA
1708
Morling Financial Advisors
California
$325K
SI
1709
Seeds Investor
New York
$324K
BPW
1710
Bingham Private Wealth
California
$323K
PI
1711
Parkside Investments
Illinois
$323K
PA
1712
Promethium Advisors
Maryland
$323K
SCA
1713
Southern Capital Advisors
Tennessee
$323K
SIM
1714
Stratos Investment Management
Ohio
$322K
IWA
1715
IBEX Wealth Advisors
New Jersey
$321K
CAU
1716
Caxton Associates (UK)
$321K
FFA
1717
Fi3 Financial Advisors
Indiana
$320K
OPF
1718
Old Peak Finance
North Carolina
$319K
RTC
1719
Real Talk Capital
Tennessee
$319K
PPC
1720
Park Place Capital
Alabama
$318K
ORAM
1721
One River Asset Management
Connecticut
$318K
HAS
1722
HBW Advisory Services
California
$318K
TW
1723
Traveka Wealth
California
$317K
ESB
1724
Essex Savings Bank
Connecticut
$317K
BB
1725
Burford Brothers
Texas
$315K