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Intuitive Surgical

2,299 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 991 increasing their positions, 829 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 (-$36B)

29% less first-time investments, than exits

New positions opened: 175 | Existing positions closed: 245

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,299
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
BHPW
1876
Box Hill Private Wealth
Arizona
$241K
FFA
1877
Founders Financial Alliance
North Carolina
$240K
MFIM
1878
Mesirow Financial Investment Management
Illinois
$240K
MCM
1879
Mengis Capital Management
Oregon
$240K
GIM
1880
Goelzer Investment Management
Indiana
$240K
WG
1881
Welch Group
Alabama
$239K
OWP
1882
ORG Wealth Partners
Texas
$239K
SP
1883
Successful Portfolios
Florida
$239K
CP
1884
Clarendon Private
Massachusetts
$236K
ISWM
1885
Independent Solutions Wealth Management
New York
$235K
EFG
1886
Embree Financial Group
Illinois
$235K
EAM
1887
Evanson Asset Management
California
$233K
FAC
1888
Financial Advisory Corporation
Michigan
$233K
FG
1889
Foster Group
Iowa
$232K
GAM
1890
Gemmer Asset Management
California
$232K
WP
1891
WealthPLAN Partners
Nebraska
$232K
PEWA
1892
Pacific Excel Wealth Advisors
California
$231K
SIG
1893
Spinnaker Investment Group
California
$231K
HKIMG
1894
Hutchens & Kramer Investment Management Group
Indiana
$231K
OWP
1895
Obermeyer Wealth Partners
Colorado
$231K
Dodge & Cox
1896
Dodge & Cox
California
$230K
HA
1897
Harbor Advisors
Florida
$230K
PFM
1898
Potomac Fund Management
Florida
$230K
SEIA
1899
Signature Estate & Investment Advisors
California
$230K
PWP
1900
Ponta Wealth Partners
Florida
$230K