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Atlantic Union Bankshares
AUB

Overview Fund Activity

380 hedge funds and large institutions have $3.67B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+27
Holders Change %
+7.65%
% of All Funds
5.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
93
Increased
179
Reduced
75
Closed
62
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K

Top Buyers

1
BlackRock
BlackRock
New York
$660M
2
Vanguard Group
Vanguard Group
Pennsylvania
$508M
3
EARNEST Partners
EARNEST Partners
Georgia
$85.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$245M
5
Franklin Resources
Franklin Resources
California
$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.7M
2
Victory Capital Management
Victory Capital Management
Texas
$8.83M
3
Millennium Management
Millennium Management
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$56.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
251
Founders Financial Securities
Maryland
$376K – – –
X
252
Xponance
Pennsylvania
$348K +$135K +4,320 +64%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$338K +$338K +10,797 New
DA
254
Dover Advisors
Virginia
$326K – – –
SCA
255
Snowden Capital Advisors
New York
$324K +$324K +10,357 New
TPI
256
Trust Point Inc
Wisconsin
$317K -$196K -6,255 -38%
OIA
257
OneDigital Investment Advisors
Kansas
$316K +$109K +3,497 +53%
VIM
258
Vista Investment Management
Pennsylvania
$313K +$25K +798 +9%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$312K +$238K +7,614 +324%
AWM
260
Apollon Wealth Management
South Carolina
$311K +$311K +9,927 New
OC
261
Oppenheimer & Co
New York
$310K +$72.6K +2,320 +31%
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$308K +$308K +9,838 New
IB
263
Intrust Bank
Kansas
$305K -$280K -8,939 -48%
PA
264
Profund Advisors
Maryland
$301K +$5.51K +176 +2%
SAG
265
SageView Advisory Group
California
$290K +$756 +23 +0.3%
EH
266
Equitable Holdings
New York
$287K – – –
ASN
267
Advisory Services Network
Georgia
$280K +$10.5K +330 +4%
VCA
268
Verdence Capital Advisors
Maryland
$277K +$277K +8,860 New
CPA
269
Court Place Advisors
Maryland
$275K +$275K +8,798 New
KeyBank National Association
270
KeyBank National Association
Ohio
$272K +$375 +12 +0.1%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$270K +$270K +8,645 New
ECM
272
Evergreen Capital Management
Washington
$269K +$269K +8,611 New
CIP
273
Cornerstone Investment Partners
Georgia
$254K +$1.19K +38 +0.5%
FT
274
Fiduciary Trust
Massachusetts
$253K +$3.28K +105 +1%
ZIC
275
ZWJ Investment Counsel
Georgia
$252K +$252K +8,049 New
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