AUB icon

Atlantic Union Bankshares

407 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 164

31% less call options, than puts

Call options by funds: $794K | Put options by funds: $1.15M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$19.7M
4
Jennison Associates
Jennison Associates
New York
-$13.6M
5
BlackRock
BlackRock
New York
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
226
Graves Light Lenhart Wealth
Virginia
$496K
PWMAG
227
Pinnacle Wealth Management Advisory Group
New Jersey
$495K
Pathstone Holdings
228
Pathstone Holdings
New Jersey
$488K
WI
229
Westbourne Investments
Virginia
$477K
LNB
230
Ledyard National Bank
$476K
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$473K
PAS
232
Park Avenue Securities
New York
$459K
DOA
233
D'Orazio & Associates
Virginia
$458K
COI
234
Connable Office Inc
Michigan
$458K
KWM
235
Kingsview Wealth Management
Oregon
$455K
Capstone Investment Advisors
236
Capstone Investment Advisors
New York
$449K
GWM
237
Geneos Wealth Management
Colorado
$443K
NFG
238
Nadler Financial Group
Illinois
$435K
PWG
239
Portside Wealth Group
Utah
$429K
SGI
240
Summit Global Investments
Utah
$423K
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$418K
IB
242
Intrust Bank
Kansas
$418K
VIM
243
Vista Investment Management
Pennsylvania
$411K
AIP
244
Ameritas Investment Partners
Nebraska
$409K
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$405K
X
246
Xponance
Pennsylvania
$399K
HFS
247
Hopwood Financial Services
Virginia
$396K
P
248
&Partners
Tennessee
$389K
SO
249
STRS Ohio
Ohio
$388K
SCA
250
Snowden Capital Advisors
New York
$385K