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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
RF
2001
Rossby Financial
Florida
$161K
AGWCA
2002
Annis Gardner Whiting Capital Advisors
Florida
$160K
GEA
2003
Glen Eagle Advisors
New Jersey
$159K
T
2004
Tidemark
California
$159K
SGK
2005
Steigerwald Gordon & Koch
Virginia
$157K
JEST
2006
JTC Employer Solutions Trustee
Jersey
$157K
SMBT
2007
Southern Michigan Bank & Trust
Michigan
$154K
CW
2008
CrossGen Wealth
North Carolina
$151K
OCWP
2009
Owl Creek Wealth Partners
Colorado
$151K
PMFA
2010
Plante Moran Financial Advisors
Michigan
$150K
RS
2011
Rakuten Securities
Japan
$144K
TCOT
2012
Trust Company of Toledo
Ohio
$144K
PAM
2013
Paradigm Asset Management
New York
$138K
UIA
2014
Ulland Investment Advisors
Minnesota
$138K
FMII
2015
Farmers & Merchants Investments Inc
Nebraska
$136K
JWA
2016
JFS Wealth Advisors
Pennsylvania
$136K
ANBT
2017
American National Bank & Trust
Texas
$133K
BG
2018
Bollard Group
Massachusetts
$131K
MHR
2019
Matthew Hamilton Rosenberg
$130K
QWM
2020
Quaker Wealth Management
New Jersey
$130K
DIP
2021
DT Investment Partners
Pennsylvania
$127K
MCM
2022
MV Capital Management
Maryland
$127K
SWP
2023
Strategic Wealth Partners
Ohio
$127K
NSIM
2024
North Star Investment Management
Illinois
$127K
C
2025
Covestor
United Kingdom
$125K