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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
OCM
2026
Osbon Capital Management
Massachusetts
$121K
CT
2027
Clearstead Trust
Maine
$120K
CA
2028
Crewe Advisors
Utah
$115K
SL
2029
Salomon & Ludwin
Virginia
$114K
CWM
2030
Cranbrook Wealth Management
Michigan
$113K
CG
2031
Curat Global
New Hampshire
$111K
CTA
2032
Colonial Trust Advisors
South Carolina
$107K
ACM
2033
Anfield Capital Management
California
$101K
DWP
2034
Destiny Wealth Partners
Florida
$100K
GKIM
2035
GW&K Investment Management
Massachusetts
$97K
DWA
2036
Delos Wealth Advisors
Texas
$95.9K
GCP
2037
Gill Capital Partners
Colorado
$95.9K
HWA
2038
HHM Wealth Advisors
Tennessee
$94K
CPG
2039
Cornerstone Planning Group
New Jersey
$93.9K
AWM
2040
Activest Wealth Management
Florida
$92.7K
WA
2041
Whipplewood Advisors
Colorado
$92.7K
CM
2042
Capula Management
Cayman Islands
$92.2K
LWM
2043
Lodestone Wealth Management
Washington
$91.3K
FLP
2044
Financial Life Planners
Arizona
$90.8K
MA
2045
MCF Advisors
Kentucky
$89.4K
FGA
2046
Fortis Group Advisors
New Jersey
$88K
HPBT
2047
Hickory Point Bank & Trust
Illinois
$88K
GG
2048
Gleason Group
Kentucky
$87.6K
SFS
2049
Sunrise Financial Services
Washington
$87.1K
EP
2050
Essential Partners
California
$85.7K