Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INTUITIVE SURGICAL INC (ISRG)

2K + Investors. Track Smart Money conviction in ISRG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +294
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — ISRG

Based on 2237 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ISRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,237 hedge funds hold ISRG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+282 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

1356 buying824 selling
Last quarter: 1,356 funds were net buyers (431 opened a brand new position + 925 added to an existing one). Only 824 were sellers (687 trimmed + 137 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+293 vs last Q)

new funds entering per quarter
Funds opening a new ISRG position: 221 → 215 → 138 → 431. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
1,377 out of 2,237 hedge funds have held ISRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +31% but shares only +4% — price-driven

Value
+31%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

222 → 221 → 215 → 138 → 431 new funds/Q
New funds entering each quarter: 221 → 215 → 138 → 431. A growing number of institutions are discovering ISRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Of 2,317 current holders: 1,467 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
47 of 2237 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in ISRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ISRG

How many hedge funds hold ISRG — quarterly history vs. share price
Quarterly hedge fund ownership of ISRG vs. share price

Market Analysis: ISRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISRG

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

215 top-rated funds 71 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
8.4
/ 10
conviction
Hedge Fund Positioning: ISRG
2026 Q1 Stats Unlock in 20 days 2K + Investors

Track Smart Money conviction in ISRG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2317 2042 13.47%
13F Shares 303M 292M 3.78%
Total Value $162.15B $123.82B 30.95%
New Positions 435 143 +292
Increased Positions 1043 912 +131
Closed Positions 151 297 -146
Reduced Positions 790 906 -116
Total Calls 45 51 -11.76%
Total Puts 44 52 -15.38%
PUT/CALL Ratio 0.98 1.02 Neutral

Statistics: ISRG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ISRG. Verified SEC 13F-HR filings.

Top 25 institutional holders of ISRG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BENDER ROBERT & ASSOCIATES 7.59% 68,645 $31.6M
2 Westwind Capital 5.83% 52,624 $24K
3 Seilern Investment Management Ltd 5.41% 98,358 $45.3M
4 Robocap Asset Management Ltd 5.32% 10,797 $5.0M
5 KIECKHEFER GROUP LLC 5.20% 23,862 $11.0M
6 BOURNE LENT ASSET MANAGEMENT INC 4.53% 26,725 $12.3M
7 BSN Capital Partners Ltd 4.33% 171,000 $91.9M
8 McBroom & Associates, LLC 4.30% 16,748 $7.7M
9 James Hambro & Partners LLP 4.22% 233,249 $107.6M
10 Orange Investment Advisors, Inc. 3.93% 65,812 $30.3M
11 NIGHTVIEW CAPITAL, LLC 3.75% 10,612 $4.9M
12 Purus Wealth Management, LLC 3.48% 23,669 $10.9M
13 GAGNON SECURITIES LLC 3.36% 31,619 $14.6M
14 WOODSTOCK CORP 3.32% 81,029 $37.4M
15 WORMSER FRERES GESTION 3.19% 9,381 $4.4M
16 Sivik Global Healthcare LLC 3.15% 9,000 $4K
17 VALICENTI ADVISORY SERVICES INC 2.99% 29,728 $14K
18 Slow Capital, Inc. 2.94% 49,170 $22.7M
19 Nova R Wealth, Inc. 2.91% 19,787 $9.1M
20 BLUE SQUARE ASSET MANAGEMENT, LLC 2.85% 13,026 $6.0M
21 Renaissance Investment Group LLC 2.71% 27,379 $12.6M
22 Verde Servicos Internacionais S.A. 2.68% 18,988 $9K
23 Eastover Investment Advisors LLC 2.59% 13,111 $6.0M
24 CARDEROCK CAPITAL MANAGEMENT INC 2.11% 18,539 $8.5M
25 Kampmann Melissa S. 2.02% 5,448 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INTUITIVE SURGICAL INC (ISRG)

What does the Smart Money Trend signal show for ISRG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ISRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ISRG?

More buyers than sellers — 62% buying: Last quarter: 1,356 funds were net buyers (431 opened a brand new position + 925 added to an existing one). Only 824 were sellers (687 trimmed + 137 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISRG holders?

Elite ownership — 54% AUM from top-100 funds: 47 of 2237 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in ISRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ISRG?

62% of holders stayed for 2+ years: 1,377 out of 2,237 hedge funds have held ISRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.