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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
1951
Motive Wealth Advisors
Michigan
$209K
FWM
1952
Focused Wealth Management
New York
$209K
BIM
1953
Breakwater Investment Management
Washington
$208K
SWP
1954
Semus Wealth Partners
Florida
$207K
FPW
1955
Flagship Private Wealth
Massachusetts
$207K
FDS
1956
First Dallas Securities
Texas
$207K
IFA
1957
Index Fund Advisors
California
$207K
SNBOSD
1958
Security National Bank of So Dak
Iowa
$207K
NG
1959
Novem Group
New York
$206K
FPGK
1960
Financial Partners Group (Kansas)
Kansas
$206K
BAM
1961
Berkshire Asset Management
Pennsylvania
$206K
T
1962
TrustBank
Illinois
$205K
WWM
1963
WT Wealth Management
Arizona
$204K
PWAM
1964
Private Wealth Asset Management
Iowa
$204K
HFP
1965
Holistic Financial Partners
Indiana
$203K
ST
1966
Spinnaker Trust
Maine
$203K
TWM
1967
Tanager Wealth Management
United Kingdom
$203K
RCM
1968
Raleigh Capital Management
North Carolina
$203K
LOAMU
1969
Lombard Odier Asset Management (USA)
New York
$203K
MIFH
1970
Migdal Insurance & Financial Holdings
Israel
$202K
CWA
1971
Canvas Wealth Advisors
Kansas
$201K
GGA
1972
Granite Group Advisors
Connecticut
$201K
PSP
1973
Principal Street Partners
Tennessee
$201K
VCM
1974
Vision Capital Management
Oregon
$201K
CAC
1975
Core Alternative Capital
Georgia
$201K