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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
IWC
276
Integrated Wealth Concepts
Massachusetts
$291K
TFA
277
Toth Financial Advisory
Virginia
$290K
PCM
278
Princeton Capital Management
New Jersey
$282K
GRP
279
Global Retirement Partners
California
$282K
DT
280
Diversified Trust
Tennessee
$279K
HAG
281
HighPoint Advisor Group
Illinois
$268K
IIC
282
Integrated Investment Consultants
Michigan
$268K
GT
283
Glenmede Trust
Pennsylvania
$265K
HI
284
Hendershot Investments
Virginia
$263K
SSA
285
Schonfeld Strategic Advisors
New York
$257K
QPWM
286
Quadrant Private Wealth Management
Pennsylvania
$256K
LWCFA
287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$255K
FPAS
288
Focus Partners Advisor Solutions
Missouri
$252K
ABC
289
Associated Banc-Corp
Wisconsin
$252K
CCM
290
Coldstream Capital Management
Washington
$250K
AHL
291
Abel Hall LLC
Louisiana
$245K
PWW
292
Pettyjohn Wood & White
Virginia
$238K
CA
293
Clearstead Advisors
Ohio
$237K
ZIC
294
ZWJ Investment Counsel
Georgia
$231K
ATC
295
Argent Trust Co
Tennessee
$230K
SLAM
296
Swiss Life Asset Management
$227K
CAM
297
Cresset Asset Management
Illinois
$226K
QCG
298
Quadrant Capital Group
Ohio
$224K
PI
299
Parkside Investments
Illinois
$223K
AOWM
300
Alpha Omega Wealth Management
Virginia
$223K