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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
MWA
1926
Midland Wealth Advisors
Illinois
$220K
GRR
1927
Golden Reserve Retirement
Ohio
$219K
TWM
1928
Tripletail Wealth Management
Florida
$218K
BW
1929
Blalock Williams
Alabama
$218K
CT
1930
Colonial Trust
South Carolina
$218K
SWA
1931
Serenus Wealth Advisors
California
$217K
SCP
1932
Stevens Capital Partners
Nebraska
$217K
VWM
1933
Vigilare Wealth Management
Arizona
$217K
MMPW
1934
Mitchell McLeod Pugh & Williams
Alabama
$217K
CCP
1935
Caden Capital Partners
California
$217K
AGC
1936
Aspen Grove Capital
Colorado
$217K
WLIM
1937
White Lighthouse Investment Management
Massachusetts
$216K
FHWM
1938
Fox Hill Wealth Management
Massachusetts
$215K
FWM
1939
Finer Wealth Management
Massachusetts
$215K
SRM
1940
Shelter Rock Management
New York
$214K
BIA
1941
Benchmark Investment Advisors
Illinois
$214K
TIAA Trust, National Association
1942
TIAA Trust, National Association
North Carolina
$213K
CWM
1943
Cherrydale Wealth Management
New Jersey
$213K
SC
1944
Seldon Capital
California
$213K
3IP
1945
3Chopt Investment Partners
Virginia
$213K
COCM
1946
Charter Oak Capital Management
New Hampshire
$212K
SA
1947
Stewardship Advisors
Pennsylvania
$212K
CFFP
1948
Center for Financial Planning
Michigan
$211K
KMWM
1949
Keudell/Morrison Wealth Management
Oregon
$210K
AW
1950
Alteri Wealth
California
$209K