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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMCO Investors
Connecticut
$358K
VNIM
227
Vaughan Nelson Investment Management
Texas
$357K +$6.93K +195 +2%
OAM
228
Ostrum Asset Management
France
$357K +$407K +11,460 New
Creative Planning
229
Creative Planning
Kansas
$354K -$61K -1,716 -13%
II
230
Inspire Investing
Idaho
$345K +$394K +11,085 New
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$345K +$83K +2,337 +27%
FNA
232
First National Advisers
Nebraska
$342K +$391K +10,998 New
Neuberger Berman Group
233
Neuberger Berman Group
New York
$340K +$29K +817 +8%
FFS
234
Founders Financial Securities
Maryland
$330K +$427K +12,015 New
DA
235
Dover Advisors
Virginia
$324K +$370K +10,406 New
MC
236
Moors & Cabot
Massachusetts
$314K -$3.55K -100 -1%
MM
237
MQS Management
New York
$311K +$355K +10,001 New
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$311K -$360K -10,131 -50%
SG Americas Securities
239
SG Americas Securities
New York
$310K +$354K +9,965 New
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$301K
M&T Bank
241
M&T Bank
New York
$299K -$3.41K -96 -1%
PA
242
Profund Advisors
Maryland
$294K -$153K -4,320 -31%
AC
243
AXQ Capital
New Jersey
$290K +$330K +9,299 New
VIM
244
Vista Investment Management
Pennsylvania
$286K +$4.58K +129 +1%
EH
245
Equitable Holdings
New York
$286K
AIP
246
Ameritas Investment Partners
Nebraska
$282K
SAG
247
SageView Advisory Group
California
$274K +$6.57K +185 +2%
KeyBank National Association
248
KeyBank National Association
Ohio
$271K +$533 +15 +0.2%
DLP
249
De Lisle Partners
United Kingdom
$266K
IWC
250
Integrated Wealth Concepts
Massachusetts
$266K +$1.28K +36 +0.4%

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.