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Atlantic Union Bankshares

394 hedge funds and large institutions have $4.21B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.32% more ownership

Funds ownership: 82.45%83.77% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 131

73% less call options, than puts

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

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$370K
Puts
$1.38M
Net Calls
Net Calls Change

Top Sellers

1 -$17.3M
2 -$15.7M
3 -$12M
4
Two Sigma Investments
Two Sigma Investments
New York
-$11.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
251
OneDigital Investment Advisors
Kansas
$384K
AI
252
Atria Investments
North Carolina
$383K
PWG
253
Portside Wealth Group
Utah
$377K
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$371K
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$369K
AWM
256
Apollon Wealth Management
South Carolina
$359K
IB
257
Intrust Bank
Kansas
$354K
DA
258
Dover Advisors
Virginia
$350K
SCM
259
Sterling Capital Management
North Carolina
$349K
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$340K
HFO
261
Heritage Family Offices
Arizona
$339K
MC
262
Moors & Cabot
Massachusetts
$331K
PA
263
Profund Advisors
Maryland
$328K
EH
264
Equitable Holdings
New York
$324K
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$322K
TRCT
266
Tower Research Capital (TRC)
New York
$322K
VI
267
Versor Investments
New York
$318K
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$314K
ASN
269
Advisory Services Network
Georgia
$312K
CPA
270
Court Place Advisors
Maryland
$310K
SAG
271
SageView Advisory Group
California
$309K
KeyBank National Association
272
KeyBank National Association
Ohio
$309K
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$304K
OC
274
Oppenheimer & Co
New York
$300K
ECM
275
Evergreen Capital Management
Washington
$296K