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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
OWP
1876
ORG Wealth Partners
Texas
$239K
SP
1877
Successful Portfolios
Florida
$239K
CP
1878
Clarendon Private
Massachusetts
$236K
ISWM
1879
Independent Solutions Wealth Management
New York
$235K
EFG
1880
Embree Financial Group
Illinois
$235K
EAM
1881
Evanson Asset Management
California
$233K
FAC
1882
Financial Advisory Corporation
Michigan
$233K
FG
1883
Foster Group
Iowa
$232K
GAM
1884
Gemmer Asset Management
California
$232K
WP
1885
WealthPLAN Partners
Nebraska
$232K
PEWA
1886
Pacific Excel Wealth Advisors
California
$231K
SIG
1887
Spinnaker Investment Group
California
$231K
HKIMG
1888
Hutchens & Kramer Investment Management Group
Indiana
$231K
OWP
1889
Obermeyer Wealth Partners
Colorado
$231K
Dodge & Cox
1890
Dodge & Cox
California
$230K
HA
1891
Harbor Advisors
Florida
$230K
PFM
1892
Potomac Fund Management
Florida
$230K
SEIA
1893
Signature Estate & Investment Advisors
California
$230K
PWP
1894
Ponta Wealth Partners
Florida
$230K
AA
1895
Armis Advisers
Georgia
$230K
TNAM
1896
Terra Nova Asset Management
New York
$229K
KCPG
1897
Kavar Capital Partners Group
Kansas
$229K
CPCM
1898
Cardinal Point Capital Management
Ontario, Canada
$229K
BFS
1899
BridgePort Financial Solutions
Iowa
$228K
BCM
1900
Buckhead Capital Management
Georgia
$228K