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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
LWM
2001
Lodestone Wealth Management
Washington
$68.8K -$10.9K -25 -13%
BIA
2002
Bell Investment Advisors
California
$68.4K -$2.62K -6 -3%
AP
2003
Atwood & Palmer
Missouri
$68.4K
MWPCG
2004
Measured Wealth Private Client Group
New Hampshire
$68K
SWAG
2005
Spectrum Wealth Advisory Group
California
$66.8K +$73.4K +168 New
BBPWM
2006
Blue Bell Private Wealth Management
Pennsylvania
$65.2K +$2.18K +5 +3%
PPA
2007
Pilgrim Partners Asia
Singapore
$63.6K
WPWM
2008
Western Pacific Wealth Management
Illinois
$63.6K
CPG
2009
Cornerstone Planning Group
New Jersey
$63K -$10K -23 -11%
GKIM
2010
GW&K Investment Management
Massachusetts
$62K -$24K -55 -26%
GFA
2011
Godfrey Financial Associates
New York
$61.6K
MA
2012
MCF Advisors
Kentucky
$60.8K -$17.9K -41 -21%
SL
2013
Salomon & Ludwin
Virginia
$60.8K -$44.6K -102 -40%
SC
2014
Solstein Capital
California
$60K -$93.9K -215 -59%
JSAM
2015
J. Safra Asset Management
New York
$58.5K -$193K -441 -75%
FDCP
2016
Foster Dykema Cabot & Partners
Massachusetts
$58.5K
SEP
2017
Signature Equity Partners
Ohio
$58.1K +$15.3K +35 +32%
SW
2018
StrongBox Wealth
Missouri
$58.1K +$63.8K +146 New
HPWM
2019
High Point Wealth Management
New Jersey
$57.3K
SA
2020
SRH Advisors
Kansas
$53.7K
KAS
2021
Kemnay Advisory Services
New York
$53.7K +$5.24K +12 +10%
RA
2022
Rational Advisors
New York
$52.1K +$6.12K +14 +12%
MCA
2023
McGuire Capital Advisors
Oklahoma
$51.7K +$12.2K +28 +27%
HWP
2024
Highline Wealth Partners
California
$51.3K -$102K -233 -64%
PB
2025
Prosperity Bancshares
Texas
$51.3K -$8.74K -20 -13%

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.