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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
SFC
1801
Strategic Financial Concepts
Texas
$243K +$17K +39 +7%
4WM
1802
44 Wealth Management
Oregon
$242K +$3.06K +7 +1%
KCM
1803
Kathmere Capital Management
Pennsylvania
$242K +$1.31K +3 +0.5%
IA
1804
IFC Advisors
California
$241K -$25.8K -59 -9%
WRPWM
1805
Werba Rubin Papier Wealth Management
California
$240K -$63.8K -146 -19%
BFA
1806
Beaumont Financial Advisors
Massachusetts
$240K -$25.8K -59 -9%
AT
1807
Arlington Trust
Alabama
$240K
JCM
1808
Jacobsen Capital Management
Utah
$240K -$3.06K -7 -1%
CCWM
1809
Cassaday & Co Wealth Management
Virginia
$239K -$7.86K -18 -3%
KJHP
1810
K.J. Harrison & Partners
Ontario, Canada
$239K
GIM
1811
Goelzer Investment Management
Indiana
$239K +$35.4K +81 +16%
PFG
1812
Putney Financial Group
California
$239K -$4.37K -10 -2%
ICP
1813
Impact Capital Partners
Colorado
$238K -$70.8K -162 -21%
WPA
1814
West Paces Advisors
Georgia
$238K +$2.18K +5 +0.8%
LA
1815
LexAurum Advisors
Kansas
$236K -$874 -2 -0.3%
VFA
1816
Voya Financial Advisors
Connecticut
$235K -$44.1K -101 -15%
GLR
1817
Great Lakes Retirement
Ohio
$235K -$5.68K -13 -2%
LSPW
1818
Lake Street Private Wealth
Illinois
$235K +$258K +591 New
SB
1819
SIG Brokerage
New York
$235K +$258K +591 New
HCM
1820
Hodges Capital Management
Texas
$233K -$153K -350 -37%
CFS
1821
Commonwealth Financial Services
West Virginia
$233K -$19.2K -44 -7%
PWP
1822
Ponta Wealth Partners
Florida
$233K +$38.9K +89 +18%
EGWAG
1823
Elwood & Goetz Wealth Advisory Group
Georgia
$233K -$8.74K -20 -3%
SWA
1824
Shah Wealth Advisors
California
$233K +$256K +586 New
MAG
1825
Mokosak Advisory Group
Iowa
$233K -$22.3K -51 -8%

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.