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Atlantic Union Bankshares

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398412 (+14)

1.86% more ownership

Funds ownership: 83.28%85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | 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
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
UCI
226
Uncommon Cents Investing
Wisconsin
$503K
GLLW
227
Graves Light Lenhart Wealth
Virginia
$496K
PWMAG
228
Pinnacle Wealth Management Advisory Group
New Jersey
$495K +$274K +7,966 +132%
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$488K -$73K -2,123 -13%
WI
230
Westbourne Investments
Virginia
$477K
LNB
231
Ledyard National Bank
$476K
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$473K +$16.1K +468 +4%
PAS
233
Park Avenue Securities
New York
$459K -$14.5K -422 -3%
DOA
234
D'Orazio & Associates
Virginia
$458K -$89.8K -2,612 -17%
COI
235
Connable Office Inc
Michigan
$458K
KWM
236
Kingsview Wealth Management
Oregon
$455K -$2.75K -80 -0.6%
Capstone Investment Advisors
237
Capstone Investment Advisors
New York
$449K +$437K +12,726 New
GWM
238
Geneos Wealth Management
Colorado
$443K -$3.99K -116 -0.9%
NFG
239
Nadler Financial Group
Illinois
$435K
PWG
240
Portside Wealth Group
Utah
$429K +$50.9K +1,481 +14%
SGI
241
Summit Global Investments
Utah
$423K -$4.54K -132 -1%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$418K +$102K +2,964 +33%
IB
243
Intrust Bank
Kansas
$418K +$61.9K +1,802 +18%
VIM
244
Vista Investment Management
Pennsylvania
$411K +$20.3K +590 +5%
AIP
245
Ameritas Investment Partners
Nebraska
$409K -$11.6K -338 -3%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$405K
X
247
Xponance
Pennsylvania
$399K +$3.5K +102 +0.9%
HFS
248
Hopwood Financial Services
Virginia
$396K -$30.1K -876 -7%
P
249
&Partners
Tennessee
$389K +$174K +5,051 +85%
SO
250
STRS Ohio
Ohio
$388K -$27.5K -800 -7%