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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
MLA
2201
MB, Levis & Associates
Pennsylvania
$9.68K
VWA
2202
VSM Wealth Advisory
Maryland
$9.68K
PCFFS
2203
Pacific Center for Financial Services
California
$9.68K
FDW
2204
Fourth Dimension Wealth
Ohio
$9.68K
KA
2205
Kozak & Associates
Colorado
$9.64K
RWM
2206
Rialto Wealth Management
New York
$9.22K
BHWM
2207
Beaird Harris Wealth Management
Texas
$9.22K
CWP
2208
Clark Wealth Partners
Illinois
$9.22K
BHWM
2209
Bay Harbor Wealth Management
Maryland
$9.22K
AAG
2210
Armstrong Advisory Group
Massachusetts
$8.76K
MBFW
2211
Morton Brown Family Wealth
Pennsylvania
$8.3K
UFPG
2212
United Financial Planning Group
New York
$8.3K
IWS
2213
Intentional Wealth Strategies
Colorado
$8.3K
IA
2214
IFS Advisors
Kansas
$8.3K
MTI
2215
Merrithew & Thorsten Inc
California
$8K
MAFA
2216
MJT & Associates Financial Advisory
Minnesota
$7.84K
AP
2217
Aspect Partners
Virginia
$7.84K
NEWAS
2218
N.E.W. Advisory Services
Wisconsin
$7.38K
BGAI
2219
Bruce G. Allen Investments
Colorado
$7.38K
DWS
2220
Dynamic Wealth Strategies
California
$6.92K
PWMG
2221
Private Wealth Management Group
New Jersey
$6.92K
CW
2222
Curio Wealth
Maryland
$6.92K
HWM
2223
HighMark Wealth Management
Minnesota
$6.91K
RWM
2224
RMG Wealth Management
Wisconsin
$6.72K
LIM
2225
Longfellow Investment Management
Massachusetts
$6.45K