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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
BW
1676
BIP Wealth
Georgia
$314K +$28K +64 +9%
AWA
1677
ARQ Wealth Advisors
Arizona
$312K -$77.8K -178 -16%
RFS
1678
Richardson Financial Services
Massachusetts
$312K -$394K -901 -53%
CCMI
1679
Creative Capital Management Investments
California
$312K +$1.75K +4 +0.5%
MFG
1680
Magnus Financial Group
New York
$310K +$5.24K +12 +2%
QPWM
1681
Quadrant Private Wealth Management
Pennsylvania
$310K -$39.3K -90 -10%
OWA
1682
Opal Wealth Advisors
New York
$309K +$81.7K +187 +32%
LG
1683
LaFleur & Godfrey
Michigan
$309K +$2.62K +6 +0.8%
TPWA
1684
TRUE Private Wealth Advisors
Oregon
$309K +$1.75K +4 +0.5%
AT
1685
Avalon Trust
New Mexico
$307K
OHWP
1686
Oak Harbor Wealth Partners
North Carolina
$307K -$21K -48 -6%
MC
1687
Middleton & Co
Massachusetts
$307K
VDI
1688
Vaughan David Investments
Illinois
$307K
TW
1689
Traveka Wealth
California
$307K +$36.3K +83 +12%
SA
1690
Sylvest Advisors
Texas
$306K -$109K -250 -25%
II
1691
Impact Investors
California
$305K -$100K -229 -23%
MEAC
1692
M.E. Allison & Co
Texas
$304K -$19.7K -45 -6%
JSC
1693
Jackson Square Capital
California
$304K -$212K -485 -39%
FA
1694
Fiduciary Alliance
South Carolina
$304K -$198K -453 -37%
NAMP
1695
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$304K
SF
1696
SWP Financial
California
$303K +$3.06K +7 +0.9%
BBA
1697
BLB&B Advisors
Pennsylvania
$302K +$9.18K +21 +3%
DF
1698
Dunhill Financial
United Kingdom
$302K +$11.8K +27 +4%
GMA
1699
Glassy Mountain Advisors
Maryland
$301K
HBW
1700
Hazlett, Burt & Watson
West Virginia
$300K -$21.4K -49 -6%

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.