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AtriCure
ATRC

Overview Fund Activity

199 hedge funds and large institutions have $1.6B invested in AtriCure in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-20
Holders Change %
-9.13%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
78
Reduced
71
Closed
35
Calls
$1.1M
Puts
–
Net Calls
+$1.1M
Net Calls Change
+$194K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$130M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$23.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$161M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.35M
5
WCM Investment Management
5
WCM Investment Management
California
$10.6M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$39.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.86M
3
Jennison Associates
3
Jennison Associates
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
GAMMA Investing
California
$5.05K +$1.38K +42 +38%
RIL
177
Rothschild Investment LLC
Illinois
$4.75K -$164 -5 -3%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4.1K – – –
SCM
179
Sterling Capital Management
North Carolina
$3.83K -$6.52K -199 -63%
PWMG
180
Private Wealth Management Group
New Jersey
$3.8K – – –
CMBA
181
C.M. Bidwell & Associates
Hawaii
$3.8K – – –
SIC
182
Salem Investment Counselors
North Carolina
$3.64K – – –
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$2.39K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$2.17K +$1.67K +51 +340%
RF
185
Rossby Financial
Florida
$2.13K – – –
FFA
186
Farther Finance Advisors
California
$1.93K +$262 +8 +16%
TC
187
Truvestments Capital
Florida
$1.77K – – –
SC
188
SouthState Corp
Florida
$1.61K -$1.31K -40 -45%
TWD
189
True Wealth Design
Ohio
$1.54K -$164 -5 -10%
VCM
190
Versant Capital Management
Arizona
$1.51K – – –
FFO
191
Fortitude Family Office
Arizona
$1.21K +$1.21K +37 New
CPG
192
Cornerstone Planning Group
New Jersey
$1.16K – – –
EWA
193
EverSource Wealth Advisors
Alabama
$1.15K -$2.36K -72 -67%
CTC
194
Central Trust Company
Missouri
$1.15K – – –
IA
195
IFP Advisors
Florida
$1.08K -$581 -18 Closed
AAP
196
Arax Advisory Partners
Colorado
$591 -$2.3K -70 -80%
PS
197
Principal Securities
Iowa
$426 -$15.5K -473 -97%
AF
198
Allworth Financial
California
$328 +$131 +4 +67%
Jennison Associates
199
Jennison Associates
New York
– -$19.1M -593,270 Closed
Point72 Asset Management
200
Point72 Asset Management
Connecticut
– -$18M -558,348 Closed
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