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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
HTC
1726
Haverford Trust Company
Pennsylvania
$315K
VFA
1727
Values First Advisors
Tennessee
$314K
SCM
1728
Schnieders Capital Management
California
$313K
USB
1729
Union Savings Bank
Connecticut
$313K
DP
1730
Dearborn Partners
Illinois
$312K
AAMG
1731
AMG Asset Management Group
Georgia
$312K
VCM
1732
Viewpoint Capital Management
Washington
$311K
FF
1733
Farnam Financial
Arizona
$309K
CIS
1734
Custom Index Systems
New York
$309K
HCM
1735
Hudson Capital Management
New Jersey
$309K
NL
1736
Navalign LLC
California
$308K
VNT
1737
Vanguard National Trust
Pennsylvania
$308K
VFA
1738
Voya Financial Advisors
Connecticut
$308K
HR
1739
Howe & Rusling
New York
$308K
RIL
1740
Rothschild Investment LLC
Illinois
$307K
WA
1741
Waddell & Associates
Tennessee
$307K
AW
1742
Avion Wealth
Texas
$307K
IA
1743
IFC Advisors
California
$307K
BMWS
1744
Brady Martz Wealth Solutions
North Dakota
$307K
HP
1745
Havemeyer Place
Connecticut
$306K
BFA
1746
Beaumont Financial Advisors
Massachusetts
$306K
AHC
1747
Adell Harriman & Carpenter
Texas
$303K
RB
1748
Rodgers Brothers
Pennsylvania
$303K
LNB
1749
Ledyard National Bank
$302K
WBC
1750
West Branch Capital
Massachusetts
$301K