We are live on ! Find out more
ATRC icon

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
Simplex Trading
176
Simplex Trading
Illinois
$71.7K +$85.7K +2,512 New
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$61K -$32.8K -960 -31%
FFA
178
Farther Finance Advisors
California
$56.8K -$25.3K -741 -27%
SO
179
STRS Ohio
Ohio
$51.4K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$50.8K +$60.8K +1,781 New
AssetMark Inc
181
AssetMark Inc
California
$42.7K -$2.59K -76 -5%
KBC Group
182
KBC Group
Belgium
$42K
PWPS
183
Pinnacle Wealth Planning Services
Ohio
$38.9K
SAM
184
Smartleaf Asset Management
Massachusetts
$34.1K +$2.12K +62 +5%
GWM
185
Geneos Wealth Management
Colorado
$32.4K
HNB
186
Huntington National Bank
Ohio
$24.2K -$1.33K -39 -4%
LFG
187
Larson Financial Group
Missouri
$18.9K +$4.67K +137 +26%
FHC
188
First Horizon Corporation
Tennessee
$15.5K -$58.5K -1,715 -76%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$11K
EP
190
Essential Partners
California
$10.5K +$11.3K +330 +868%
AF
191
Allworth Financial
California
$9.22K +$10.1K +295 +1,054%
SCM
192
Sterling Capital Management
North Carolina
$8.96K -$68 -2 -0.6%
S
193
SignatureFD
Georgia
$8.39K -$1.74K -51 -15%
RF
194
Rossby Financial
Florida
$6.77K
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$5.93K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$5.54K
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$5.48K
EWA
198
EverSource Wealth Advisors
Alabama
$5.31K +$5.26K +154 +481%
VCM
199
Versant Capital Management
Arizona
$5.28K +$4.74K +139 +302%
RIL
200
Rothschild Investment LLC
Illinois
$4.79K +$1.33K +39 +30%