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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
LAM
951
LECAP Asset Management
United Kingdom
$2.06M +$1.33M +2,624 +142%
DEA
952
DoubleLine ETF Adviser
Florida
$2.06M +$2.26M +4,467 New
OCBCO
953
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.06M +$1.91M +3,780 +556%
HH
954
Hilltop Holdings
Texas
$2.05M -$1.3M -2,569 -37%
LC
955
Lavaca Capital
Texas
$2.04M – – –
PWG
956
Portside Wealth Group
Utah
$2.04M -$610K -1,205 -21%
SB
957
Strategic Blueprint
Georgia
$2.03M +$715K +1,414 +47%
MCC
958
Malaga Cove Capital
California
$2.02M +$43K +85 +2%
EHI
959
Eagle Health Investments
Connecticut
$2.02M – – –
VVP
960
Venture Visionary Partners
Ohio
$2.02M -$269K -531 -11%
DT
961
Diversified Trust
Tennessee
$2.01M -$917K -1,812 -29%
HHGA
962
Halbert Hargrove Global Advisors
California
$2.01M -$43.5K -86 -2%
VR
963
Vision Retirement
New Jersey
$1.99M -$29.8K -59 -1%
RFP
964
Root Financial Partners
California
$1.99M +$806K +1,593 +59%
VSQM
965
V-Square Quantitative Management
Illinois
$1.98M -$71.3K -141 -3%
TPCW
966
TD Private Client Wealth
New York
$1.97M +$108K +213 +5%
BCM
967
Brookstone Capital Management
Illinois
$1.97M +$68.8K +136 +3%
SWASL
968
Spartan Wealth Advisory Services LLC
Michigan
$1.96M +$2.15M +4,259 New
HCM
969
Howard Capital Management
Georgia
$1.96M -$2.93M -5,799 -58%
PG
970
Patten Group
Tennessee
$1.95M +$326K +644 +18%
EFG
971
Everhart Financial Group
Ohio
$1.94M +$33.9K +67 +2%
GP
972
GLR Partners
Maryland
$1.94M +$2.13M +4,211 New
HCM
973
Hollencrest Capital Management
California
$1.94M -$3.54K -7 -0.2%
HT
974
Headlands Technologies
Illinois
$1.93M +$2.12M +4,181 New
GIPW
975
Granite Islands Private Wealth
Connecticut
$1.92M +$99.2K +196 +5%
37 38
39
40 41

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.