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Atlantic Union Bankshares

433 hedge funds and large institutions have $4.39B invested in Atlantic Union Bankshares in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

34% more call options, than puts

Call options by funds: $1M | Put options by funds: $747K

5% more funds holding

Funds holding: 412433 (+21)

7% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 138

2% more capital invested

Capital invested by funds: $4.28B → $4.39B (+$102M)

0.67% more ownership

Funds ownership: 85.14%85.81% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
433
Holders Change
+21
Holders Change %
+5.1%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
148
Reduced
138
Closed
34
Calls
$1M
Puts
$747K
Net Calls
+$254K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$735M +$341K +9,048 +0%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$312M +$329M +8,729,234 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$273M +$3.87M +102,821 +1%
State Street
4
State Street
Massachusetts
$263M +$8.62M +228,934 +3%
VCM
5
Vanguard Capital Management
Pennsylvania
$228M +$240M +6,367,334 New
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$170M +$86.8M +2,304,771 +93%
NRCM
7
North Reef Capital Management
California
$153M -$10.8M -287,090 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$125M +$3.77M +100,079 +3%
Franklin Resources
9
Franklin Resources
California
$120M +$4.37M +116,160 +4%
EARNEST Partners
10
EARNEST Partners
Georgia
$87.8M -$2.51M -66,586 -3%
CAM
11
Congress Asset Management
Massachusetts
$80.1M +$10.4M +276,925 +14%
American Century Companies
12
American Century Companies
Missouri
$78.8M -$1.4M -37,112 -2%
WHG
13
Westwood Holdings Group
Texas
$71.3M -$1.31M -34,684 -2%
Charles Schwab
14
Charles Schwab
California
$63.6M -$239K -6,353 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$63.5M +$2.95M +78,439 +5%
Goldman Sachs
16
Goldman Sachs
New York
$56.2M -$7.8M -207,259 -12%
GKIM
17
GW&K Investment Management
Massachusetts
$55.8M -$1.77M -46,904 -3%
SFM
18
Systematic Financial Management
New Jersey
$54.8M -$393K -10,443 -0.7%
Morgan Stanley
19
Morgan Stanley
New York
$53M -$2.69M -71,406 -5%
Northern Trust
20
Northern Trust
Illinois
$51.3M +$1.92M +50,955 +4%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$50.7M +$227K +6,034 +0.4%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$49.3M +$10.1M +268,994 +24%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$47.9M -$1.42M -37,600 -3%
N
24
Nuveen
North Carolina
$47.8M +$463K +12,305 +0.9%
Invesco
25
Invesco
Georgia
$35.5M -$4.34M -115,383 -10%