We are live on ! Find out more
ISRG icon

Intuitive Surgical

2,290 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, 986 increasing their positions, 827 reducing their positions, and 245 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: 245

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,290
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
BWM
1851
BlackDiamond Wealth Management
New York
$252K
PFM
1852
Patton Fund Management
Texas
$252K
CWM
1853
Centric Wealth Management
Illinois
$252K
HPM
1854
Hoxton Planning & Management
West Virginia
$251K
SFG
1855
Sunburst Financial Group
Alabama
$250K
WH
1856
Wallace Hart
Kentucky
$250K
Koshinski Asset Management
1857
Koshinski Asset Management
Illinois
$249K
CCWM
1858
Correct Capital Wealth Management
Missouri
$248K
EC
1859
EdgeRock Capital
Colorado
$248K
IFU
1860
iSAM Funds (UK)
United Kingdom
$248K
JF
1861
Jump Financial
Illinois
$247K
WSFG
1862
Wall Street Financial Group
Illinois
$247K
IIA
1863
Integral Investment Advisors
California
$247K
AI
1864
Arvest Investments
Arkansas
$246K
Parallax Volatility Advisers
1865
Parallax Volatility Advisers
California
$245K
TWA
1866
TCI Wealth Advisors
Arizona
$245K
LWA
1867
Legacy Wealth Advisors
Florida
$244K
CWG
1868
Crown Wealth Group
North Carolina
$243K
BWM
1869
Bulltick Wealth Management
Florida
$241K
BHPW
1870
Box Hill Private Wealth
Arizona
$241K
FFA
1871
Founders Financial Alliance
North Carolina
$240K
MFIM
1872
Mesirow Financial Investment Management
Illinois
$240K
MCM
1873
Mengis Capital Management
Oregon
$240K
GIM
1874
Goelzer Investment Management
Indiana
$240K
WG
1875
Welch Group
Alabama
$239K