We are live on ! Find out more
ISRG icon

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
3IP
1951
3Chopt Investment Partners
Virginia
$213K
COCM
1952
Charter Oak Capital Management
New Hampshire
$212K
SA
1953
Stewardship Advisors
Pennsylvania
$212K
CFFP
1954
Center for Financial Planning
Michigan
$211K
VFP
1955
Vilga Financial Planning
New Jersey
$211K
KMWM
1956
Keudell/Morrison Wealth Management
Oregon
$210K
AW
1957
Alteri Wealth
California
$209K
MWA
1958
Motive Wealth Advisors
Michigan
$209K
FWM
1959
Focused Wealth Management
New York
$209K
BIM
1960
Breakwater Investment Management
Washington
$208K
SWP
1961
Semus Wealth Partners
Florida
$207K
FPW
1962
Flagship Private Wealth
Massachusetts
$207K
FDS
1963
First Dallas Securities
Texas
$207K
IFA
1964
Index Fund Advisors
California
$207K
SNBOSD
1965
Security National Bank of So Dak
Iowa
$207K
NG
1966
Novem Group
New York
$206K
FPGK
1967
Financial Partners Group (Kansas)
Kansas
$206K
BAM
1968
Berkshire Asset Management
Pennsylvania
$206K
T
1969
TrustBank
Illinois
$205K
WWM
1970
WT Wealth Management
Arizona
$204K
PWAM
1971
Private Wealth Asset Management
Iowa
$204K
HFP
1972
Holistic Financial Partners
Indiana
$203K
ST
1973
Spinnaker Trust
Maine
$203K
TWM
1974
Tanager Wealth Management
United Kingdom
$203K
RCM
1975
Raleigh Capital Management
North Carolina
$203K