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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
276
Asset Management One
Japan
$196K +$224K +6,308 New
CA
277
CoreCap Advisors
Michigan
$179K
ECM
278
EMC Capital Management
Texas
$175K
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
EMFAT
280
Emerald Mutual Fund Advisers Trust
Pennsylvania
$165K
SOW
281
State of Wyoming
Wyoming
$155K +$177K +4,992 New
CCM
282
Coldstream Capital Management
Washington
$145K +$166K +4,659 New
KBC Group
283
KBC Group
Belgium
$140K +$995 +28 +0.6%
SC
284
SouthState Corp
Florida
$135K
AF
285
Allworth Financial
California
$129K +$1.85K +52 +1%
HFS
286
Hughes Financial Services
Virginia
$127K +$149K +4,185 New
CPBTD
287
Central Pacific Bank - Trust Division
Hawaii
$113K -$41.6K -1,172 -24%
TRCT
288
Tower Research Capital (TRC)
New York
$101K +$23.4K +659 +25%
OWP
289
ORG Wealth Partners
Texas
$100K +$118K +3,309 New
WSFS
290
Wilmington Savings Fund Society
Delaware
$99.7K
EWM
291
Evermay Wealth Management
Virginia
$96.4K
MSG
292
Main Street Group
Virginia
$96.2K
CWP
293
Concord Wealth Partners
Virginia
$85K +$72.9K +2,053 +304%
SPIA
294
Steward Partners Investment Advisory
New York
$82.3K
Nisa Investment Advisors
295
Nisa Investment Advisors
Missouri
$73.2K -$20.4K -575 -20%
SCM
296
Sterling Capital Management
North Carolina
$69.5K -$23K -648 -23%
FHA
297
First Horizon Advisors
Tennessee
$61.5K -$6.71K -189 -9%
IMC
298
Investment Management Corporation
Virginia
$59K
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$42.5K +$2.24K +63 +5%
BTI
300
Blue Trust Inc
Georgia
$37.1K

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.