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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
SHWM
1901
Smith & Howard Wealth Management
Georgia
$227K
SEP
1902
Southland Equity Partners
Missouri
$227K
SIA
1903
Sovereign Investment Advisors
Arizona
$227K
EWM
1904
Evermay Wealth Management
Virginia
$227K
NCM
1905
Novare Capital Management
North Carolina
$227K
SFA
1906
Souders Financial Advisors
Ohio
$227K
WKSWA
1907
White Knight Strategic Wealth Advisors
New Jersey
$226K
MFA
1908
Mayflower Financial Advisors
Massachusetts
$226K
BWS
1909
Buck Wealth Strategies
Colorado
$226K
CIAM
1910
Caitong International Asset Management
Hong Kong
$226K
CFP
1911
Cascade Financial Partners
California
$226K
MFC
1912
Morris Financial Concepts
South Carolina
$225K
SFC
1913
SYM Financial Corp
Indiana
$225K
SWM
1914
Shrier Wealth Management
California
$225K
BCP
1915
Berkeley Capital Partners
Georgia
$224K
BOPW
1916
Brandywine Oak Private Wealth
Pennsylvania
$223K
PWA
1917
Provenance Wealth Advisors
Florida
$223K
CWA
1918
Centennial Wealth Advisory
Michigan
$223K
OBWG
1919
Onyx Bridge Wealth Group
New York
$223K
BSI
1920
Bennett Selby Investments
Maine
$222K
S
1921
Sunpointe
Missouri
$222K
EW
1922
Evexia Wealth
Wisconsin
$222K
NAM
1923
NTV Asset Management
West Virginia
$221K
RWA
1924
River Wealth Advisors
Pennsylvania
$221K
WFG
1925
Wills Financial Group
Virginia
$220K