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Atlantic Union Bankshares
AUB

Overview Fund Activity

353 hedge funds and large institutions have $2.81B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+16
Holders Change %
+4.75%
% 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
63
Increased
133
Reduced
91
Closed
42
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30.5M
3
State Street
State Street
Massachusetts
+$25.2M
4
Millennium Management
Millennium Management
New York
+$21.4M
5
Invesco
Invesco
Georgia
+$21.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29M
2
SFM
Soros Fund Management
New York
-$21.8M
3
KCM
Kodai Capital Management
Illinois
-$19.5M
4
CVA
Ceredex Value Advisors
Florida
-$12.3M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$354K -$53.4K -1,716 -13%
II
227
Inspire Investing
Idaho
$345K +$345K +11,085 New
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$345K +$72.8K +2,337 +27%
FNA
229
First National Advisers
Nebraska
$342K +$342K +10,998 New
Neuberger Berman Group
230
Neuberger Berman Group
New York
$340K +$25.4K +817 +8%
FFS
231
Founders Financial Securities
Maryland
$330K +$330K +12,015 New
DA
232
Dover Advisors
Virginia
$324K +$324K +10,406 New
MC
233
Moors & Cabot
Massachusetts
$314K -$3.11K -100 -1%
MM
234
MQS Management
New York
$311K +$311K +10,001 New
Focus Partners Wealth
235
Focus Partners Wealth
Massachusetts
$311K -$315K -10,131 -50%
SG Americas Securities
236
SG Americas Securities
New York
$310K +$310K +9,965 New
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$301K – – –
M&T Bank
238
M&T Bank
New York
$299K -$2.99K -96 -1%
PA
239
Profund Advisors
Maryland
$294K -$135K -4,320 -31%
AC
240
AXQ Capital
New Jersey
$290K +$290K +9,299 New
VIM
241
Vista Investment Management
Pennsylvania
$286K +$4.02K +129 +1%
EH
242
Equitable Holdings
New York
$286K – – –
AIP
243
Ameritas Investment Partners
Nebraska
$282K – – –
SAG
244
SageView Advisory Group
California
$274K +$5.76K +185 +2%
KeyBank National Association
245
KeyBank National Association
Ohio
$271K +$467 +15 +0.2%
DLP
246
De Lisle Partners
United Kingdom
$266K – – –
IWC
247
Integrated Wealth Concepts
Massachusetts
$266K +$1.12K +36 +0.4%
ASN
248
Advisory Services Network
Georgia
$265K -$47.4K -1,521 -15%
BHWA
249
Beacon Harbor Wealth Advisors
Virginia
$261K – – –
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$261K -$187K -5,994 -42%
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