We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
FT
276
Fiduciary Trust
Massachusetts
$253K +$3.03K +105 +1%
ZIC
277
ZWJ Investment Counsel
Georgia
$252K +$232K +8,049 New
HFO
278
Heritage Family Offices
Arizona
$251K
PWW
279
Pettyjohn Wood & White
Virginia
$251K
DT
280
Diversified Trust
Tennessee
$247K +$6.03K +209 +3%
CL
281
Choreo LLC
Illinois
$246K +$227K +7,874 New
IIC
282
Integrated Investment Consultants
Michigan
$238K +$219K +7,595 New
HIMC
283
Heritage Investors Management Corp
Maryland
$235K +$217K +7,504 New
WANY
284
Wealthspire Advisors (New York)
New York
$234K +$216K +7,494 New
IWC
285
Integrated Wealth Concepts
Massachusetts
$234K -$30.7K -1,064 -12%
HI
286
Hendershot Investments
Virginia
$233K +$215K +7,444 New
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$233K +$8.83K +306 +4%
IC
288
IEQ Capital
California
$230K +$213K +7,367 New
HAG
289
HighPoint Advisor Group
Illinois
$230K +$3.55K +123 +2%
QPWM
290
Quadrant Private Wealth Management
Pennsylvania
$227K +$210K +7,266 New
ABC
291
Associated Banc-Corp
Wisconsin
$224K +$206K +7,146 New
LI
292
Lafayette Investments
Maryland
$222K +$205K +7,095 New
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$221K -$37.6K -1,302 -16%
SRL
294
Scientech Research LLC
New Jersey
$220K +$203K +7,024 New
Corient Private Wealth
295
Corient Private Wealth
Florida
$219K +$202K +6,998 New
CAM
296
Cresset Asset Management
Illinois
$212K +$196K +6,780 New
CCAM
297
Cascades Capital Asset Management
North Carolina
$210K -$290K -10,057 -60%
ACM
298
Aquatic Capital Management
Illinois
$206K -$3.16M -109,515 -94%
TFA
299
Toth Financial Advisory
Virginia
$203K -$7.22K -250 -4%
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.