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
↓ -98
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — ISRG

Based on 2298 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ISRG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
2,298 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 — +7% more funds vs a year ago

fund count last 6Q
+160 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

1193 buying1120 selling
Last quarter: 1,193 funds bought or added vs 1,120 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-278 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 232 → 154 → 462 → 184. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 16% new
1,440 out of 2,298 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.
💎

Buying through price weakness — shares -5%, value -23%

Value
-23%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

247 → 232 → 154 → 462 → 184 new funds/Q
New funds entering each quarter: 232 → 154 → 462 → 184. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 2,381 holders: 1,546 (65%) are 2+ year veterans, 337 entered 1–2 years ago, and 498 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
68 of 2295 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — ISRG

In 2026 Q1, 1193 hedge funds were net buyers of ISRG (184 opened a new position, 1009 added to an existing one), while 1120 reduced or exited (838 trimmed, 282 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 47% of total institutional value in ISRG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -98 funds (more exits than new entries). Total institutional holders: 2298.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Intuitive Surgical Inc (ISRG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ISRG has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
ISRG
nan%
XLV
nan%

ISRG outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
ISRG
nan%
XLV
nan%

Since the filing became public, ISRG outperformed XLV by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

132 top-rated funds 45 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
7.6
/ 10
conviction
Hedge Fund Positioning: ISRG
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2276 2396 -5.01%
13F Shares 294M 309M -5.11%
Total Value $127.16B $165.48B -23.16%
New Positions 178 462 -284
Increased Positions 981 950 +31
Closed Positions 298 145 +153
Reduced Positions 806 714 +92
Total Calls 40 45 -11.11%
Total Puts 45 44 2.27%
PUT/CALL Ratio 1.12 0.98 Neutral

Statistics: ISRG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (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.

QUARTER:
Top 25 ISRG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tri Locum Partners LP 9.91% 153,250 $70.6M
2 Oxford Financial Group, LTD. LLC 9.03% 363,771 $167.7M
3 Connective Capital Management, LLC 8.90% 23,392 $10.8M
4 Deuterium Capital Management, LLC 8.27% 15,425 $7.1M
5 Bender Robert & Associates 7.59% 68,645 $31.6M
6 Biondo Investment Advisors, LLC 6.99% 118,312 $54.5M
7 Unio Capital LLC 6.55% 66,238 $30.5M
8 Navera Investment Management Ltd. 6.40% 543,889 $250.8M
9 Martin Capital Advisors, LLP 5.83% 20,036 $9.2M
10 Seilern Investment Management Ltd 5.41% 98,358 $45.3M
11 Robocap Asset Management Ltd 5.32% 10,797 $5.0M
12 Kieckhefer Group LLC 5.20% 23,862 $11.0M
13 SurgoCap Partners LP 5.13% 333,032 $153.5M
14 Edgewood Management LLC 4.63% 1,556,013 $717.3M
15 Rockport Wealth LLC 4.60% 54,873 $25.3M
16 Lattice Capital Management, LLC 4.57% 5,600 $2.6M
17 Bourne Lent Asset Management Inc 4.53% 26,725 $12.3M
18 Alphinity Investment Management Pty Ltd 4.51% 555,419 $256.0M
19 Defilade Capital Management, L.P. 4.38% 67,681 $31.2M
20 Cadinha & Co LLC 4.34% 50,592 $23.3M
21 BSN Capital Partners Ltd 4.33% 171,000 $91.9M
22 McBroom & Associates, LLC 4.30% 16,748 $7.7M
23 James Hambro & Partners LLP 4.22% 233,249 $107.6M
24 Hyperion Asset Management Ltd 4.11% 279,907 $129.0M
25 MayTech Global Investments, LLC 3.96% 70,382 $32.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ISRG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ISRG?

Slight buying edge — 52% buying: Last quarter: 1,193 funds bought or added vs 1,120 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ISRG holders?

Elite ownership — 47% AUM from top-100 funds: 68 of 2295 holders are among the 100 largest funds by AUM, controlling 47% 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?

63% of holders stayed for 2+ years: 1,440 out of 2,298 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.

Is it too late to buy Intuitive Surgical Inc (ISRG) following the 2026 Q1 hedge fund 13F filings?

As of today, ISRG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ISRG has gained nan% vs nan% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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