AUB icon

Atlantic Union Bankshares

390 hedge funds and large institutions have $4.21B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 129 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more funds holding

Funds holding: 382390 (+8)

1.28% more ownership

Funds ownership: 82.45%83.72% (+1.3%)

73% less call options, than puts

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

Holders
390
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
AI
251
Atria Investments
North Carolina
$383K
PWG
252
Portside Wealth Group
Utah
$377K
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$371K
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$369K
AWM
255
Apollon Wealth Management
South Carolina
$359K
IB
256
Intrust Bank
Kansas
$354K
DA
257
Dover Advisors
Virginia
$350K
SCM
258
Sterling Capital Management
North Carolina
$349K
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$340K
HFO
260
Heritage Family Offices
Arizona
$339K
MC
261
Moors & Cabot
Massachusetts
$331K
PA
262
Profund Advisors
Maryland
$328K
EH
263
Equitable Holdings
New York
$324K
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$322K
TRCT
265
Tower Research Capital (TRC)
New York
$322K
VI
266
Versor Investments
New York
$318K
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$314K
ASN
268
Advisory Services Network
Georgia
$312K
CPA
269
Court Place Advisors
Maryland
$310K
SAG
270
SageView Advisory Group
California
$309K
KeyBank National Association
271
KeyBank National Association
Ohio
$309K
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$304K
OC
273
Oppenheimer & Co
New York
$300K
ECM
274
Evergreen Capital Management
Washington
$296K
CL
275
Choreo LLC
Illinois
$292K