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Atlantic Union Bankshares
AUB

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398 → 412 (+14)

1.86% more ownership

Funds ownership: 83.28% → 85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 164

31% less call options, than puts

Call options by funds: $794K | Put options by funds: $1.15M

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$84.7M
2
SG Americas Securities
SG Americas Securities
New York
+$51.9M
3
NRCM
North Reef Capital Management
California
+$29.5M
4
ACB
Aristotle Capital Boston
Massachusetts
+$21.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$26.8M
3
SCM
Steadfast Capital Management
New York
-$19.7M
4
Jennison Associates
Jennison Associates
New York
-$13.6M
5
BlackRock
BlackRock
New York
-$9.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
251
Snowden Capital Advisors
New York
$385K -$653 -19 -0.2%
BPC
252
Banque Pictet & Cie
Switzerland
$383K -$87.6K -2,550 -19%
Nisa Investment Advisors
253
Nisa Investment Advisors
Missouri
$373K +$4.19K +122 +1%
AWM
254
Apollon Wealth Management
South Carolina
$368K +$8.52K +248 +2%
AI
255
Atria Investments
North Carolina
$368K -$15.2K -443 -4%
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$365K +$25.2K +732 +8%
First Manhattan
257
First Manhattan
New York
$364K -$419K -12,192 -54%
BIG
258
Brooklyn Investment Group
New York
$362K +$344K +10,025 New
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$362K -$8.42K -245 -2%
OIA
260
OneDigital Investment Advisors
Kansas
$361K -$23.3K -677 -6%
DA
261
Dover Advisors
Virginia
$339K -$9.96K -290 -3%
CWM
262
CIBC World Markets
New York
$333K +$324K +9,438 New
CL
263
Choreo LLC
Illinois
$329K +$33.8K +985 +12%
FFS
264
Founders Financial Securities
Maryland
$324K -$97.4K -2,835 -24%
EH
265
Equitable Holdings
New York
$324K – – –
LI
266
Lafayette Investments
Maryland
$323K +$70.4K +2,050 +29%
Mackenzie Financial
267
Mackenzie Financial
Ontario, Canada
$317K -$6.87K -200 -2%
ASN
268
Advisory Services Network
Georgia
$312K – – –
MC
269
Moors & Cabot
Massachusetts
$311K -$19.3K -562 -6%
Ensign Peak Advisors
270
Ensign Peak Advisors
Utah
$308K -$608K -17,700 -67%
HFO
271
Heritage Family Offices
Arizona
$306K -$32.3K -940 -10%
SAG
272
SageView Advisory Group
California
$306K -$3.09K -90 -1%
VCA
273
Verdence Capital Advisors
Maryland
$300K +$550 +16 +0.2%
ECM
274
Evergreen Capital Management
Washington
$296K – – –
OC
275
Oppenheimer & Co
New York
$296K -$4.29K -125 -1%
9 10
11
12 13

AUB Hedge Fund Activity: Q4 2025 in Review

412 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2025, worth a combined $4.28B — up 2.3% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 31 closed out — a net gain of 20 holders — while 121 added to existing stakes and 164 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $84.7M. The largest seller was Citadel Advisors, cutting an estimated $31.9M.

  • 412 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2025, up from 398 in Q3 2025.
  • Funds reported $4.28B of Atlantic Union Bankshares stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q4 2025 and 31 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $84.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2025 was Citadel Advisors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2025.