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AtriCure

223 hedge funds and large institutions have $1.46B invested in AtriCure in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $280K | Put options by funds: $143K

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

2.4% more ownership

Funds ownership: 98%100.41% (+2.4%)

5% less funds holding

Funds holding: 234223 (-11)

12% less first-time investments, than exits

New positions opened: 36 | 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
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
36
Increased
82
Reduced
66
Closed
41
Calls
$280K
Puts
$143K
Net Calls
+$137K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$250K +$215K +6,296 +255%
Mariner
152
Mariner
Kansas
$247K +$295K +8,645 New
VPIM
153
Vanguard Personalized Indexing Management
California
$246K +$112K +3,277 +61%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$240K -$177K -5,177 -38%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$236K +$60.3K +1,767 +28%
AWP
156
Astra Wealth Partners
New Jersey
$230K
IC
157
IEQ Capital
California
$227K +$271K +7,952 New
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$224K
AG
159
AlTi Global
New York
$208K -$307 -9 -0.1%
ProShare Advisors
160
ProShare Advisors
Maryland
$200K -$61.6K -1,806 -20%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$176K
QCG
162
Quadrant Capital Group
Ohio
$160K -$205 -6 -0.1%
Osaic Holdings
163
Osaic Holdings
Arizona
$150K -$65.3K -1,914 -27%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$140K +$31.7K +928 +23%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$135K -$11.8K -347 -7%
Citigroup
166
Citigroup
New York
$129K +$107K +3,133 +226%
GC
167
Globeflex Capital
California
$128K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$124K +$128K +3,762 +730%
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 -$14.2K -416 -10%
TRCT
173
Tower Research Capital (TRC)
New York
$103K -$36.9K -1,082 -23%
SOW
174
State of Wyoming
Wyoming
$101K +$56.4K +1,653 +88%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$81K