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Intuitive Surgical

2,236 hedge funds and large institutions have $122B invested in Intuitive Surgical in 2026 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 900 increasing their positions, 874 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 84.53%86.14% (+1.6%)

9% more call options, than puts

Call options by funds: $2.06B | Put options by funds: $1.89B

3% more repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 874

3% less funds holding

Funds holding: 2,3142,236 (-78)

12% less capital invested

Capital invested by funds: $139B → $122B (-$17B)

16% less first-time investments, than exits

New positions opened: 179 | Existing positions closed: 212

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

Holders
2,236
Holders Change
-78
Holders Change %
-3.37%
% of All Funds
27.02%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.35%
New
179
Increased
900
Reduced
874
Closed
212
Calls
$2.06B
Puts
$1.89B
Net Calls
+$172M
Net Calls Change
+$355M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1001
Ausdal Financial Partners
Iowa
$1.61M +$482K +1,104 +38%
AWM
1002
Aviso Wealth Management
Washington
$1.61M -$41.1K -94 -2%
BFG
1003
Berger Financial Group
Minnesota
$1.6M -$437 -1 -0%
LB
1004
Legacy Bridge
Iowa
$1.6M -$62.5K -143 -3%
RP
1005
Rowlandmiller & Partners
Georgia
$1.59M
CDDEC
1006
Caisse Des Depots Et Consignations
France
$1.58M
BCM
1007
BTC Capital Management
Iowa
$1.58M +$219K +502 +14%
BCM
1008
Bayesian Capital Management
New York
$1.58M +$1.73M +3,963 New
BTI
1009
Blue Trust Inc
Georgia
$1.57M -$589K -1,349 -25%
IWM
1010
IHT Wealth Management
Illinois
$1.57M +$10.9K +25 +0.6%
TAM
1011
Trust Asset Management
Texas
$1.57M
CAMG
1012
CWA Asset Management Group
Florida
$1.56M -$344K -788 -17%
ATFA
1013
All Terrain Financial Advisors
Minnesota
$1.55M
FMI
1014
Frec Markets Inc
California
$1.54M +$109K +249 +7%
HSA
1015
HBK Sorce Advisory
Pennsylvania
$1.54M +$40.2K +92 +2%
FMB
1016
Field & Main Bank
Kentucky
$1.53M +$121K +276 +8%
SWA
1017
Sax Wealth Advisors
New Jersey
$1.53M +$346K +791 +31%
PG
1018
Patten Group
Tennessee
$1.53M -$172K -393 -9%
WAP
1019
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$38.9K +89 +2%
NW
1020
Naviter Wealth
Arkansas
$1.5M +$235K +537 +17%
WP
1021
Westmount Partners
California
$1.5M +$96.6K +221 +6%
CFD
1022
Creative Financial Designs
Indiana
$1.49M +$553K +1,265 +51%
ET
1023
Equitable Trust
Tennessee
$1.49M +$145K +331 +10%
JWM
1024
Jacksonville Wealth Management
Florida
$1.49M -$66.4K -152 -4%
AFWM
1025
Arta Finance Wealth Management
California
$1.49M +$655K +1,500 +67%

ISRG Hedge Fund Activity: Q2 2026 in Review

2,236 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2026, worth a combined $122B — down 12% from $139B a quarter earlier.

Sellers outnumbered buyers: 212 funds closed out of ISRG and 179 opened new positions — a net loss of 33 holders — while 874 trimmed existing stakes and 900 added.

The largest buyer was Arrowstreet Capital, adding an estimated $716M. The largest seller was T. Rowe Price Associates, cutting an estimated $552M.

  • 2,236 institutional investors held Intuitive Surgical (ISRG) as of Q2 2026, down from 2,314 in Q1 2026.
  • Funds reported $122B of Intuitive Surgical stock for Q2 2026, down 12% quarter-over-quarter.
  • 179 funds opened new Intuitive Surgical positions in Q2 2026 and 212 closed out, a net change of -33 holders.
  • The largest Intuitive Surgical buyer in Q2 2026 was Arrowstreet Capital, an estimated $716M added.
  • The largest Intuitive Surgical seller in Q2 2026 was T. Rowe Price Associates, an estimated $552M sold.

Based on aggregated 13F filings for Q2 2026.