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Intuitive Surgical
ISRG

2,303 hedge funds and large institutions have $139B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 991 increasing their positions, 831 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 831

10% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.65B

1.74% less ownership

Funds ownership: 86.26% → 84.51% (-1.7%)

4% less funds holding

Funds holding: 2,411 → 2,303 (-108)

21% less capital invested

Capital invested by funds: $176B → $139B (-$37.1B)

29% less first-time investments, than exits

New positions opened: 174 | Existing positions closed: 245

30% less funds holding in top 10

Funds holding in top 10: 69 → 48 (-21)

Holders
2,303
Holders Change
-108
Holders Change %
-4.48%
% of All Funds
28.33%
Holding in Top 10
48
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-30.43%
% of All Funds
0.59%
New
174
Increased
991
Reduced
831
Closed
245
Calls
$1.49B
Puts
$1.65B
Net Calls
-$161M
Net Calls Change
+$443M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$520M
2
Two Sigma Investments
Two Sigma Investments
New York
+$478M
3
Holocene Advisors
Holocene Advisors
New York
+$446M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$260M
5
JP Morgan Chase
JP Morgan Chase
New York
+$260M

Top Sellers

Rank Fund Capital Flow
1
JSC
J. Stern & Co
United Kingdom
-$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$557M
3
Invesco
Invesco
Georgia
-$457M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$369M
5
Barclays
Barclays
United Kingdom
-$325M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Angeles Wealth Management
California
$2.2M +$69.3K +137 +3%
Twin Tree Management
927
Twin Tree Management
Texas
$2.2M +$1.5M +2,956 +164%
MWM
928
Moran Wealth Management
Florida
$2.18M -$141K -278 -6%
WI
929
Westbourne Investments
Virginia
$2.18M – – –
CAMG
930
CWA Asset Management Group
Florida
$2.17M -$214K -423 -8%
GWM
931
Geneos Wealth Management
Colorado
$2.16M +$35.4K +70 +2%
VWM
932
Valley Wealth Managers
New Jersey
$2.15M -$106K -210 -4%
DWM
933
Dakota Wealth Management
Florida
$2.14M -$786K -1,554 -25%
SFS
934
Sowell Financial Services
Arkansas
$2.14M +$39K +77 +2%
KFA
935
Krane Funds Advisors
New York
$2.14M +$579K +1,144 +32%
CCM
936
Conway Capital Management
California
$2.14M -$78.4K -155 -3%
UE
937
Unisphere Establishment
Liechtenstein
$2.12M +$2.33M +4,600 New
GCA
938
Gallagher Capital Advisors
Texas
$2.11M -$91.6K -181 -4%
HCG
939
Haven Capital Group
California
$2.1M – – –
CAM
940
Close Asset Management
United Kingdom
$2.09M +$62.7K +124 +3%
VA
941
VestGen Advisors
Illinois
$2.09M +$265K +524 +12%
OIA
942
OneDigital Investment Advisors
Kansas
$2.09M -$448K -886 -16%
TS
943
Triglav Skladi
Slovenia
$2.08M – – –
Parnassus Investments
944
Parnassus Investments
California
$2.08M +$724K +1,431 +46%
MCCP
945
Mission Creek Capital Partners
California
$2.08M +$522K +1,032 +30%
FM
946
Freemont Management
Switzerland
$2.07M -$253K -500 -10%
AIM
947
Alhambra Investment Management
Florida
$2.07M – – –
HCA
948
Harbor Capital Advisors
Illinois
$2.07M -$352K -696 -13%
1WA
949
180 Wealth Advisors
Washington
$2.07M +$113K +223 +5%
PI
950
PFG Investments
New York
$2.07M +$10.6K +21 +0.5%
36 37
38
39 40

ISRG Hedge Fund Activity: Q1 2026 in Review

2,303 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2026, worth a combined $139B — down 21% from $176B a quarter earlier.

Sellers outnumbered buyers: 245 funds closed out of ISRG and 174 opened new positions — a net loss of 71 holders — while 831 trimmed existing stakes and 991 added.

The largest buyer was Arrowstreet Capital, adding an estimated $520M. The largest seller was J. Stern & Co, cutting an estimated $1.07B.

  • 2,303 institutional investors held Intuitive Surgical (ISRG) as of Q1 2026, down from 2,411 in Q4 2025.
  • Funds reported $139B of Intuitive Surgical stock for Q1 2026, down 21% quarter-over-quarter.
  • 174 funds opened new Intuitive Surgical positions in Q1 2026 and 245 closed out, a net change of -71 holders.
  • The largest Intuitive Surgical buyer in Q1 2026 was Arrowstreet Capital, an estimated $520M added.
  • The largest Intuitive Surgical seller in Q1 2026 was J. Stern & Co, an estimated $1.07B sold.

Based on aggregated 13F filings for Q1 2026.