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Atlantic Union Bankshares

398 hedge funds and large institutions have $4.19B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$512M)

4% more funds holding

Funds holding: 384398 (+14)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0.81% more ownership

Funds ownership: 82.47%83.28% (+0.81%)

73% less call options, than puts

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

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
143
Reduced
133
Closed
34
Calls
$370K
Puts
$1.38M
Net Calls
-$1.01M
Net Calls Change
-$515K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
251
OneDigital Investment Advisors
Kansas
$384K +$26.5K +778 +8%
AI
252
Atria Investments
North Carolina
$383K +$369K +10,856 New
PWG
253
Portside Wealth Group
Utah
$377K +$363K +10,682 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$371K -$412K -12,106 -54%
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$369K +$16.5K +485 +5%
AWM
256
Apollon Wealth Management
South Carolina
$359K +$8.77K +258 +3%
IB
257
Intrust Bank
Kansas
$354K +$10.3K +303 +3%
DA
258
Dover Advisors
Virginia
$350K -$17K -500 -5%
SCM
259
Sterling Capital Management
North Carolina
$349K +$204K +5,995 +154%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$340K +$86.8K +2,551 +36%
HFO
261
Heritage Family Offices
Arizona
$339K +$48.1K +1,415 +17%
MC
262
Moors & Cabot
Massachusetts
$331K +$319K +9,369 New
PA
263
Profund Advisors
Maryland
$328K -$10.8K -319 -3%
EH
264
Equitable Holdings
New York
$324K
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$322K +$16.7K +492 +6%
TRCT
266
Tower Research Capital (TRC)
New York
$322K -$279K -8,215 -47%
VI
267
Versor Investments
New York
$318K +$306K +9,000 New
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$314K +$49.3K +1,450 +19%
ASN
269
Advisory Services Network
Georgia
$312K
CPA
270
Court Place Advisors
Maryland
$310K
SAG
271
SageView Advisory Group
California
$309K -$2.38K -70 -0.8%
KeyBank National Association
272
KeyBank National Association
Ohio
$309K +$1.5K +44 +0.5%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$304K +$293K +8,628 New
OC
274
Oppenheimer & Co
New York
$300K -$47.8K -1,406 -14%
ECM
275
Evergreen Capital Management
Washington
$296K -$7.31K -215 -2%

AUB Hedge Fund Activity: Q3 2025 in Review

398 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 34 closed out — a net gain of 17 holders — while 143 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $58.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 398 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2025, up from 384 in Q2 2025.
  • Funds reported $4.19B of Atlantic Union Bankshares stock for Q3 2025, up 14% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q3 2025 and 34 closed out, a net change of +17 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2025 was Congress Asset Management, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.