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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
BEW
1701
Burton Enright Welch
California
$299K -$31.9K -73 -9%
BBES
1702
Buffalo Business & Estate Services
New York
$299K -$937K -2,144 Closed
HIC
1703
Holderness Investments Company
North Carolina
$298K
TWM
1704
Tanager Wealth Management
United Kingdom
$298K +$135K +309 +70%
SFG
1705
Strive Financial Group
Indiana
$295K +$287K +656 +763%
EWA
1706
Eagle Wealth Advisors
Connecticut
$295K -$217K -496 -40%
VCM
1707
Versant Capital Management
Arizona
$294K -$142K -326 -31%
MMC
1708
Mizuho Markets Cayman
Cayman Islands
$293K +$322K +738 New
OPF
1709
Old Peak Finance
North Carolina
$293K +$19.2K +44 +6%
RZH
1710
Relyea Zuckerberg Hanson
Connecticut
$291K -$59K -135 -16%
CIAS
1711
Capital Investment Advisory Services
North Carolina
$290K -$14K -32 -4%
WRM
1712
Weybosset Research & Management
Rhode Island
$290K
RSWM
1713
Robertson Stephens Wealth Management
California
$290K +$33.2K +76 +12%
PWM
1714
Prentice Wealth Management
New York
$290K -$2.18K -5 -0.7%
SLC
1715
Second Line Capital
Louisiana
$287K -$28K -64 -8%
WA
1716
Waddell & Associates
Tennessee
$286K +$23.2K +53 +8%
DAC
1717
Dividend Assets Capital
South Carolina
$285K -$2.62K -6 -0.8%
PPC
1718
Park Place Capital
Alabama
$285K +$11.8K +27 +4%
MFA
1719
Morling Financial Advisors
California
$285K +$4.81K +11 +2%
AF
1720
Advisornet Financial
Minnesota
$284K -$1.31K -3 -0.4%
AWM
1721
Ariadne Wealth Management
California
$283K -$132K -302 -30%
NHC
1722
Nicholas Hoffman & Company
Georgia
$282K +$310K +710 New
CBT
1723
Crews Bank & Trust
Florida
$282K
BBL
1724
Beck Bode LLC
Massachusetts
$281K +$30.1K +69 +11%
WPW
1725
Warther Private Wealth
Ohio
$280K -$131K -300 -30%

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.