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Intuitive Surgical

2,276 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, 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 (-$36.2B)

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
2,276
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
AA
1801
Acorns Advisers
California
$271K
WWM
1802
Whalen Wealth Management
Nevada
$271K
WA
1803
Westfuller Advisors
New York
$271K
GCM
1804
G2 Capital Management
Ohio
$270K
BI
1805
Beckerman Institutional
New Jersey
$269K
CA
1806
Cornerstone Advisory
Maryland
$269K
VFG
1807
Victory Financial Group
Texas
$268K
RS
1808
R Squared
Hong Kong
$267K
1WM
1809
1900 Wealth Management
Texas
$267K
BCA
1810
Bay Colony Advisors
Massachusetts
$267K
WCFA
1811
Walkner Condon Financial Advisors
Wisconsin
$266K
TP
1812
Tranquility Partners
Tennessee
$266K
RWM
1813
Reston Wealth Management
Virginia
$266K
CWP
1814
Curated Wealth Partners
California
$266K
TWM
1815
Topsail Wealth Management
North Carolina
$265K
JCM
1816
Jacobi Capital Management
Pennsylvania
$264K
SFC
1817
Strategic Financial Concepts
Texas
$264K
CG
1818
Corundum Group
Colorado
$263K
CSA
1819
Cornerstone Select Advisors
Missouri
$263K
SWA
1820
Strategies Wealth Advisors
Michigan
$262K
LOWM
1821
Laurel Oak Wealth Management
New Jersey
$262K
AA
1822
ABC Arbitrage
France
$262K
UFA
1823
Unify Financial Advisors
Florida
$262K
TSS
1824
Two Sigma Securities
New York
$261K
CIS
1825
Continental Investors Services
Washington
$261K