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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
AA
1901
Armis Advisers
Georgia
$230K
TNAM
1902
Terra Nova Asset Management
New York
$229K
KCPG
1903
Kavar Capital Partners Group
Kansas
$229K
CPCM
1904
Cardinal Point Capital Management
Ontario, Canada
$229K
BFS
1905
BridgePort Financial Solutions
Iowa
$228K
BCM
1906
Buckhead Capital Management
Georgia
$228K
SHWM
1907
Smith & Howard Wealth Management
Georgia
$227K
SEP
1908
Southland Equity Partners
Missouri
$227K
SIA
1909
Sovereign Investment Advisors
Arizona
$227K
EWM
1910
Evermay Wealth Management
Virginia
$227K
NCM
1911
Novare Capital Management
North Carolina
$227K
SFA
1912
Souders Financial Advisors
Ohio
$227K
WKSWA
1913
White Knight Strategic Wealth Advisors
New Jersey
$226K
MFA
1914
Mayflower Financial Advisors
Massachusetts
$226K
BWS
1915
Buck Wealth Strategies
Colorado
$226K
CIAM
1916
Caitong International Asset Management
Hong Kong
$226K
CFP
1917
Cascade Financial Partners
California
$226K
MFC
1918
Morris Financial Concepts
South Carolina
$225K
SFC
1919
SYM Financial Corp
Indiana
$225K
SWM
1920
Shrier Wealth Management
California
$225K
BCP
1921
Berkeley Capital Partners
Georgia
$224K
BOPW
1922
Brandywine Oak Private Wealth
Pennsylvania
$223K
PWA
1923
Provenance Wealth Advisors
Florida
$223K
CWA
1924
Centennial Wealth Advisory
Michigan
$223K
OBWG
1925
Onyx Bridge Wealth Group
New York
$223K