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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
CF
1276
Conquis Financial
California
$766K
DIA
1277
Dana Investment Advisors
Wisconsin
$766K +$253K +578 +43%
GVAG
1278
Great Valley Advisor Group
Delaware
$763K -$214K -490 -20%
7WCP
1279
71 West Capital Partners
Massachusetts
$763K +$256K +586 +44%
BOM
1280
Bank of Marin
California
$758K -$8.74K -20 -1%
AWP
1281
Atlas Wealth Partners
Pennsylvania
$756K
FMLI
1282
Fukoku Mutual Life Insurance
Japan
$756K +$177K +406 +27%
Kovitz Investment Group Partners
1283
Kovitz Investment Group Partners
Illinois
$752K -$19.2K -44 -2%
HFM
1284
Hartford Financial Management
Connecticut
$752K +$67.7K +155 +9%
MCM
1285
Mengis Capital Management
Oregon
$744K +$590K +1,350 +259%
CM
1286
Cercano Management
Washington
$744K +$546K +1,249 +201%
EWS
1287
Evergreen Wealth Solutions
Pennsylvania
$744K +$183K +419 +29%
LA
1288
LVW Advisors
New York
$742K -$48.9K -112 -6%
SPWM
1289
Schrum Private Wealth Management
Florida
$740K -$188K -431 -21%
WFP
1290
Worthington Financial Partners
Ohio
$740K +$7.43K +17 +0.9%
MFS
1291
Miller Financial Services
Michigan
$740K +$296K +677 +57%
CCC
1292
Compass Capital Corp
Massachusetts
$740K -$85.2K -195 -10%
PCS
1293
Personal CFO Solutions
New Jersey
$738K -$221K -505 -21%
HCMG
1294
Howard Capital Management Group
California
$736K -$21.8K -50 -3%
MMCM
1295
Murphy & Mullick Capital Management
New York
$735K -$8.3K -19 -1%
GAA
1296
Global Assets Advisory
Florida
$733K +$291K +667 +58%
JAG
1297
Journey Advisory Group
Kentucky
$731K -$24.9K -57 -3%
DI
1298
Decision Investments
California
$730K -$52K -119 -6%
PHIC
1299
Pine Haven Investment Counsel
Massachusetts
$727K +$4.37K +10 +0.6%
MA
1300
Mutual Advisors
Nebraska
$725K +$397K +909 +99%

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.