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Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
251
Park Avenue Securities
New York
$379K +$349K +12,109 New
HFS
252
Hopwood Financial Services
Virginia
$379K +$349K +12,107 New
FFS
253
Founders Financial Securities
Maryland
$376K
X
254
Xponance
Pennsylvania
$348K +$125K +4,320 +64%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$338K +$312K +10,797 New
DA
256
Dover Advisors
Virginia
$326K
SCA
257
Snowden Capital Advisors
New York
$324K +$299K +10,357 New
TPI
258
Trust Point Inc
Wisconsin
$317K -$181K -6,255 -38%
OIA
259
OneDigital Investment Advisors
Kansas
$316K +$101K +3,497 +53%
VIM
260
Vista Investment Management
Pennsylvania
$313K +$23K +798 +9%
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$312K +$220K +7,614 +324%
AWM
262
Apollon Wealth Management
South Carolina
$311K +$287K +9,927 New
OC
263
Oppenheimer & Co
New York
$310K +$67K +2,320 +31%
HWAM
264
Hennion & Walsh Asset Management
New Jersey
$308K +$284K +9,838 New
IB
265
Intrust Bank
Kansas
$305K -$258K -8,939 -48%
PA
266
Profund Advisors
Maryland
$301K +$5.08K +176 +2%
SAG
267
SageView Advisory Group
California
$290K +$664 +23 +0.3%
EH
268
Equitable Holdings
New York
$287K
ASN
269
Advisory Services Network
Georgia
$280K +$9.53K +330 +4%
VCA
270
Verdence Capital Advisors
Maryland
$277K +$256K +8,860 New
CPA
271
Court Place Advisors
Maryland
$275K +$254K +8,798 New
KeyBank National Association
272
KeyBank National Association
Ohio
$272K +$346 +12 +0.1%
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$270K +$250K +8,645 New
ECM
274
Evergreen Capital Management
Washington
$269K +$249K +8,611 New
CIP
275
Cornerstone Investment Partners
Georgia
$254K +$1.1K +38 +0.5%

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.