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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
SC
2001
Solstein Capital
California
$169K
ESC
2002
Eurizon SLJ Capital
$167K
HWP
2003
Highline Wealth Partners
California
$167K
TPWA
2004
Twin Peaks Wealth Advisors
California
$166K
GIA
2005
GHP Investment Advisors
Colorado
$165K
NRG
2006
Nemes Rush Group
Michigan
$165K
ADEF
2007
ABS Direct Equity Fund
Connecticut
$163K
RF
2008
Rossby Financial
Florida
$161K
AGWCA
2009
Annis Gardner Whiting Capital Advisors
Florida
$160K
GEA
2010
Glen Eagle Advisors
New Jersey
$159K
T
2011
Tidemark
California
$159K
SGK
2012
Steigerwald Gordon & Koch
Virginia
$157K
JEST
2013
JTC Employer Solutions Trustee
Jersey
$157K
SMBT
2014
Southern Michigan Bank & Trust
Michigan
$154K
CW
2015
CrossGen Wealth
North Carolina
$151K
OCWP
2016
Owl Creek Wealth Partners
Colorado
$151K
PMFA
2017
Plante Moran Financial Advisors
Michigan
$150K
RS
2018
Rakuten Securities
Japan
$144K
TCOT
2019
Trust Company of Toledo
Ohio
$144K
PAM
2020
Paradigm Asset Management
New York
$138K
UIA
2021
Ulland Investment Advisors
Minnesota
$138K
FMII
2022
Farmers & Merchants Investments Inc
Nebraska
$136K
JWA
2023
JFS Wealth Advisors
Pennsylvania
$136K
ANBT
2024
American National Bank & Trust
Texas
$133K
BG
2025
Bollard Group
Massachusetts
$131K