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Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$485K +$418K +14,469 +1,379%
MML Investors Services
227
MML Investors Services
Massachusetts
$482K +$71.4K +2,475 +19%
FNA
228
First National Advisers
Nebraska
$461K +$108K +3,732 +34%
GHAM
229
Gilman Hill Asset Management
Connecticut
$460K +$425K +14,708 New
OAM
230
Ostrum Asset Management
France
$457K +$90.9K +3,150 +27%
VNIM
231
Vaughan Nelson Investment Management
Texas
$457K +$90.9K +3,150 +27%
AIP
232
Ameritas Investment Partners
Nebraska
$456K +$159K +5,506 +61%
UCI
233
Uncommon Cents Investing
Wisconsin
$452K -$18.8K -651 -4%
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$452K -$381K -13,210 -48%
GLLW
235
Graves Light Lenhart Wealth
Virginia
$439K
SO
236
STRS Ohio
Ohio
$429K -$246K -8,530 -38%
EWM
237
Evermay Wealth Management
Virginia
$425K +$303K +10,505 +339%
WI
238
Westbourne Investments
Virginia
$422K +$390K +13,500 New
BPC
239
Banque Pictet & Cie
Switzerland
$422K -$26.1K -906 -6%
LNB
240
Ledyard National Bank
$422K -$866 -30 -0.2%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$412K +$61.1K +2,116 +19%
GWM
242
Geneos Wealth Management
Colorado
$411K -$133K -4,618 -26%
BTI
243
Blue Trust Inc
Georgia
$410K +$344K +11,912 +1,001%
KWM
244
Kingsview Wealth Management
Oregon
$407K +$375K +12,997 New
COI
245
Connable Office Inc
Michigan
$406K +$374K +12,975 New
Neuberger Berman Group
246
Neuberger Berman Group
New York
$401K +$55K +1,907 +17%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$399K -$293K -10,166 -44%
EMFAT
248
Emerald Mutual Fund Advisers Trust
Pennsylvania
$393K +$210K +7,279 +137%
SGI
249
Summit Global Investments
Utah
$393K +$362K +12,552 New
NFG
250
Nadler Financial Group
Illinois
$386K +$356K +12,325 New

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.