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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
IP
1501
Ignite Planners
California
$457K +$21K +48 +4%
VC
1502
Veery Capital
Delaware
$455K -$8.74K -20 -2%
CH
1503
Cromwell Holdings
Wyoming
$455K +$437 +1 +0.1%
VA
1504
Valmark Advisers
Ohio
$455K -$22.3K -51 -4%
NGA
1505
Naples Global Advisors
Florida
$453K -$5.24K -12 -1%
AG
1506
AmeriFlex Group
Nevada
$452K +$76.5K +175 +18%
TCM
1507
Tufton Capital Management
Maryland
$451K +$4.37K +10 +0.9%
DG
1508
DMC Group
Alabama
$451K +$17.5K +40 +4%
IIM
1509
Ipswich Investment Management
Massachusetts
$451K +$24K +55 +5%
SSA
1510
Shepherd Street Advisors
California
$449K -$370K -847 -42%
CWM
1511
Connecticut Wealth Management
Connecticut
$448K +$3.5K +8 +0.7%
EWM
1512
Empirical Wealth Management
Washington
$446K -$116K -266 -19%
HA
1513
Huntleigh Advisors
Missouri
$444K
VWA
1514
Visionary Wealth Advisors
Illinois
$443K -$16.6K -38 -3%
JMFC
1515
J.M. Forbes & Co
Massachusetts
$442K
PJSIMP
1516
P.J. Schmidt Investment Management (PJS)
Wisconsin
$442K -$153K -351 -24%
ACM
1517
Aspen Capital Management
Idaho
$442K
TP
1518
Tranquility Partners
Tennessee
$441K +$232K +531 +92%
MW
1519
Marble Wealth
Alabama
$440K
IAS
1520
Integrity Advisory Solutions
Texas
$439K +$55.9K +128 +13%
USB
1521
Union Savings Bank
Connecticut
$439K +$185K +423 +62%
OL
1522
Optas LLC
Texas
$437K -$392K -898 -45%
RF
1523
RHS Financial
California
$437K +$45K +103 +10%
CWWM
1524
Clear Wave Wealth Management
New Jersey
$436K -$28K -64 -6%
FP
1525
Financial Perspectives
Minnesota
$434K

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.