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Atlantic Union Bankshares

398 hedge funds and large institutions have $4.19B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$512M)

4% more funds holding

Funds holding: 384398 (+14)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0.81% more ownership

Funds ownership: 82.47%83.28% (+0.81%)

73% less call options, than puts

Call options by funds: $370K | Put options by funds: $1.38M

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
143
Reduced
133
Closed
34
Calls
$370K
Puts
$1.38M
Net Calls
-$1.01M
Net Calls Change
-$515K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HB Wealth Management
Georgia
$503K +$484K +14,245 New
UCI
227
Uncommon Cents Investing
Wisconsin
$503K -$7.65K -225 -2%
GLLW
228
Graves Light Lenhart Wealth
Virginia
$496K
EWM
229
Evermay Wealth Management
Virginia
$480K
SCA
230
Sander Capital Advisors
Washington
$478K
LNB
231
Ledyard National Bank
$476K
PAS
232
Park Avenue Securities
New York
$474K +$45.1K +1,325 +11%
BPC
233
Banque Pictet & Cie
Switzerland
$473K -$2.92K -86 -0.6%
TI
234
Tidal Investments
Wisconsin
$459K +$442K +13,002 New
KWM
235
Kingsview Wealth Management
Oregon
$458K -$510 -15 -0.1%
COI
236
Connable Office Inc
Michigan
$458K
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$456K -$8.6K -253 -2%
GWM
238
Geneos Wealth Management
Colorado
$447K -$16.3K -478 -4%
WI
239
Westbourne Investments
Virginia
$439K
NFG
240
Nadler Financial Group
Illinois
$435K
HFS
241
Hopwood Financial Services
Virginia
$427K
SGI
242
Summit Global Investments
Utah
$427K -$15.3K -450 -4%
FFS
243
Founders Financial Securities
Maryland
$424K
AIP
244
Ameritas Investment Partners
Nebraska
$421K -$90K -2,647 -18%
SO
245
STRS Ohio
Ohio
$416K -$64.6K -1,900 -14%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$405K -$259K -7,612 -40%
X
247
Xponance
Pennsylvania
$395K +$2.89K +85 +0.8%
VIM
248
Vista Investment Management
Pennsylvania
$390K +$36K +1,059 +11%
HWAM
249
Hennion & Walsh Asset Management
New Jersey
$387K +$38.7K +1,137 +12%
SCA
250
Snowden Capital Advisors
New York
$386K +$19.4K +569 +5%

AUB Hedge Fund Activity: Q3 2025 in Review

398 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 34 closed out — a net gain of 17 holders — while 143 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $58.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 398 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2025, up from 384 in Q2 2025.
  • Funds reported $4.19B of Atlantic Union Bankshares stock for Q3 2025, up 14% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q3 2025 and 34 closed out, a net change of +17 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2025 was Congress Asset Management, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.