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Atlantic Union Bankshares

407 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | 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: 53 (-2)

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$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
BPC
251
Banque Pictet & Cie
Switzerland
$383K
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$373K
AWM
253
Apollon Wealth Management
South Carolina
$368K
AI
254
Atria Investments
North Carolina
$368K
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$365K
First Manhattan
256
First Manhattan
New York
$364K
BIG
257
Brooklyn Investment Group
New York
$362K
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$362K
OIA
259
OneDigital Investment Advisors
Kansas
$361K
DA
260
Dover Advisors
Virginia
$339K
CWM
261
CIBC World Markets
New York
$333K
CL
262
Choreo LLC
Illinois
$329K
FFS
263
Founders Financial Securities
Maryland
$324K
EH
264
Equitable Holdings
New York
$324K
LI
265
Lafayette Investments
Maryland
$323K
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$317K
ASN
267
Advisory Services Network
Georgia
$312K
MC
268
Moors & Cabot
Massachusetts
$311K
Ensign Peak Advisors
269
Ensign Peak Advisors
Utah
$308K
HFO
270
Heritage Family Offices
Arizona
$306K
SAG
271
SageView Advisory Group
California
$306K
VCA
272
Verdence Capital Advisors
Maryland
$300K
ECM
273
Evergreen Capital Management
Washington
$296K
OC
274
Oppenheimer & Co
New York
$296K
SCM
275
Sterling Capital Management
North Carolina
$292K