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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$265K -$54K -1,521 -15%
BHWA
252
Beacon Harbor Wealth Advisors
Virginia
$261K
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$261K -$213K -5,994 -42%
OAM
254
Oxford Asset Management
United Kingdom
$258K +$295K +8,293 New
HFO
255
Heritage Family Offices
Arizona
$255K +$28.8K +812 +11%
CIP
256
Cornerstone Investment Partners
Georgia
$252K +$287K +8,088 New
PWW
257
Pettyjohn Wood & White
Virginia
$250K -$21.3K -600 -7%
PD
258
Point72 (DIFC)
United Arab Emirates
$250K +$285K +8,016 New
FT
259
Fiduciary Trust
Massachusetts
$249K +$284K +7,983 New
1CM
260
1492 Capital Management
Wisconsin
$243K +$277K +7,809 New
CF
261
Claris Financial
Virginia
$241K
DT
262
Diversified Trust
Tennessee
$239K -$36 -1 -0%
OC
263
Oppenheimer & Co
New York
$237K -$36K -1,012 -12%
OR
264
Olympiad Research
Connecticut
$229K +$262K +7,369 New
BIA
265
Beacon Investment Advisors
Maryland
$227K +$71 +2 +0%
QCM
266
Quantinno Capital Management
New York
$224K +$256K +7,195 New
ECM
267
Everence Capital Management
Indiana
$224K
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$222K -$2.67K -75 -1%
X
269
Xponance
Pennsylvania
$212K +$13.3K +374 +6%
TFA
270
Toth Financial Advisory
Virginia
$210K -$3.55K -100 -1%
OIA
271
OneDigital Investment Advisors
Kansas
$206K +$18.7K +527 +9%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$205K -$9.31K -262 -4%
RFC
273
Regions Financial Corp
Alabama
$204K -$36 -1 -0%
AOWM
274
Alpha Omega Wealth Management
Virginia
$202K
HAG
275
HighPoint Advisor Group
Illinois
$201K +$33.1K +933 +15%

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.