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AtriCure

222 hedge funds and large institutions have $1.46B invested in AtriCure in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

24% less capital invested

Capital invested by funds: $1.93B → $1.46B (-$465M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$280K
Puts
$143K
Net Calls
Net Calls Change

Top Buyers

1 +$39.6M
2 +$26.7M
3 +$18.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$250K
Mariner
152
Mariner
Kansas
$247K
VPIM
153
Vanguard Personalized Indexing Management
California
$246K
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$240K
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$236K
AWP
156
Astra Wealth Partners
New Jersey
$230K
IC
157
IEQ Capital
California
$227K
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$224K
AG
159
AlTi Global
New York
$208K
ProShare Advisors
160
ProShare Advisors
Maryland
$200K
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$176K
QCG
162
Quadrant Capital Group
Ohio
$160K
Osaic Holdings
163
Osaic Holdings
Arizona
$150K
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$140K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$135K
Citigroup
166
Citigroup
New York
$129K
GC
167
Globeflex Capital
California
$128K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$124K
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$117K
Canada Life
170
Canada Life
Manitoba, Canada
$116K
AIP
171
Ameritas Investment Partners
Nebraska
$115K
PA
172
Parallel Advisors
California
$104K
TRCT
173
Tower Research Capital (TRC)
New York
$103K
SOW
174
State of Wyoming
Wyoming
$101K
SOADOR
175
State of Alaska Department of Revenue
Alaska
$81K