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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
BBHC
201
Brown Brothers Harriman & Co
New York
$4.08K -$785 -23 -14%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$3.34K
PWMG
203
Private Wealth Management Group
New Jersey
$3.31K
SIC
204
Salem Investment Counselors
North Carolina
$3.17K +$3.79K +111 New
OCWP
205
Owl Creek Wealth Partners
Colorado
$3.14K +$3.75K +110 New
LI
206
LRI Investments
Florida
$2.23K -$34 -1 -1%
GI
207
GAMMA Investing
California
$1.66K -$3.17K -93 -62%
IA
208
IFP Advisors
Florida
$1.57K +$1.57K +46 +511%
MG
209
Mather Group
Illinois
$1.57K +$1.88K +55 New
TC
210
Truvestments Capital
Florida
$1.54K
AAP
211
Arax Advisory Partners
Colorado
$1.4K +$1.06K +31 +172%
KFAS
212
Keating Financial Advisory Services
Kansas
$1.37K +$1.64K +48 New
WPA
213
Wealth Preservation Advisors
Tennessee
$1.37K +$1.64K +48 New
IPS
214
Investors Portfolio Services
Washington
$1.09K +$1.4K +41 New
TWD
215
True Wealth Design
Ohio
$913
CPG
216
Cornerstone Planning Group
New Jersey
$912
BWA
217
Basecamp Wealth Advisors
Washington
$656 +$785 +23 New
Optiver Holding
218
Optiver Holding
Netherlands
$514 -$614 -18 -50%
SIC
219
SJS Investment Consulting
Ohio
$314 +$375 +11 New
CIAM
220
Caitong International Asset Management
Hong Kong
$200 +$205 +6 +600%
HFS
221
Hughes Financial Services
Virginia
$114 +$102 +3 +300%
DCM
222
Defilade Capital Management
California
-$15.7M -397,636 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
-$11M -277,924 Closed
Two Sigma Advisers
224
Two Sigma Advisers
New York
-$11M -277,700 Closed
OAM
225
Oberweis Asset Management
Illinois
-$8.62M -217,992 Closed