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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
FLP
2051
Financial Life Planners
Arizona
$90.8K
MA
2052
MCF Advisors
Kentucky
$89.4K
FGA
2053
Fortis Group Advisors
New Jersey
$88K
HPBT
2054
Hickory Point Bank & Trust
Illinois
$88K
GG
2055
Gleason Group
Kentucky
$87.6K
SFS
2056
Sunrise Financial Services
Washington
$87.1K
EP
2057
Essential Partners
California
$85.7K
DMBA
2058
Deseret Mutual Benefit Administrators
Utah
$85.3K
GA
2059
GoalVest Advisory
New York
$84.4K
BFPW
2060
BOK Financial Private Wealth
Colorado
$83K
BIA
2061
Bell Investment Advisors
California
$82.1K
MAM
2062
Meeder Asset Management
Ohio
$81.6K
CSB
2063
City State Bank
Iowa
$81.6K
FCAS
2064
First Command Advisory Services
Texas
$80.7K
DJSG
2065
D.J. St. Germain
Massachusetts
$79.8K
AP
2066
Atwood & Palmer
Missouri
$79.3K
AF
2067
Aviso Financial
Ontario, Canada
$79.3K
WG
2068
Wellington Group
Indiana
$78.8K
MWPCG
2069
Measured Wealth Private Client Group
New Hampshire
$78.8K
PWA
2070
Physician Wealth Advisors
Utah
$78.4K
BTD
2071
BankPlus Trust Department
Mississippi
$77.9K
MWA
2072
Medallion Wealth Advisors
Connecticut
$77K
KFI
2073
Key Financial Inc
Pennsylvania
$77K
CHC
2074
City Holding Co
West Virginia
$75.6K
PPA
2075
Pilgrim Partners Asia
Singapore
$73.8K