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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
DI
1201
Diligent Investors
California
$892K +$48.1K +110 +5%
APW
1202
Aventura Private Wealth
Florida
$891K +$6.55K +15 +0.7%
IMRF
1203
Illinois Municipal Retirement Fund
Illinois
$887K -$3.61M -8,258 -79%
APP
1204
Avantax Planning Partners
Iowa
$886K +$87.4K +200 +10%
BFM
1205
Boothbay Fund Management
New York
$886K +$973K +2,227 New
VCA
1206
Verdence Capital Advisors
Maryland
$885K -$21K -48 -2%
ETCM
1207
Evolutionary Tree Capital Management
Virginia
$871K +$957K +2,190 New
OWCM
1208
One Wealth Capital Management
Arizona
$869K +$510K +1,168 +115%
GM
1209
GeoWealth Management
Illinois
$868K -$21.8K -50 -2%
FRM
1210
Fox Run Management
Connecticut
$866K +$951K +2,177 New
PWS
1211
Proactive Wealth Strategies
Georgia
$865K +$5.24K +12 +0.6%
VEM
1212
Vann Equity Management
Texas
$865K -$6.55K -15 -0.7%
OFS
1213
OneAscent Financial Services
Alabama
$858K -$17.5K -40 -2%
HWA
1214
HCR Wealth Advisors
California
$858K +$82.6K +189 +10%
PTP
1215
Platform Technology Partners
New York
$857K +$508K +1,163 +117%
PWPS
1216
Pinnacle Wealth Planning Services
Ohio
$856K -$206K -471 -18%
MWA
1217
Medallion Wealth Advisors
Connecticut
$853K +$9.85M +22,542 +13,498%
FIA
1218
Foundations Investment Advisors
Arizona
$851K +$420K +962 +82%
OCM
1219
Orser Capital Management
Texas
$849K +$933K +2,135 New
SWM
1220
Sendero Wealth Management
Texas
$849K -$6.12K -14 -0.7%
AIM
1221
Advyzon Investment Management
Illinois
$846K +$69.9K +160 +8%
AFT
1222
Alpha Family Trust
California
$845K
GPA
1223
Guerra Pan Advisors
New Jersey
$843K
CIA
1224
Cladis Investment Advisory
Montana
$843K +$93.9K +215 +11%
CCG
1225
Ceeto Capital Group
Florida
$840K +$923K +2,112 New

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.