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Atlantic Union Bankshares

398 hedge funds and large institutions have $4.19B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$512M)

4% more funds holding

Funds holding: 384398 (+14)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0.81% more ownership

Funds ownership: 82.47%83.28% (+0.81%)

73% less call options, than puts

Call options by funds: $370K | Put options by funds: $1.38M

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
143
Reduced
133
Closed
34
Calls
$370K
Puts
$1.38M
Net Calls
-$1.01M
Net Calls Change
-$515K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
276
Choreo LLC
Illinois
$292K +$13.9K +408 +5%
VCA
277
Verdence Capital Advisors
Maryland
$286K -$13.1K -386 -4%
GS
278
GTS Securities
New York
$285K +$274K +8,068 New
PCM
279
Princeton Capital Management
New Jersey
$282K +$272K +8,000 New
DT
280
Diversified Trust
Tennessee
$279K
HAG
281
HighPoint Advisor Group
Illinois
$278K +$17.8K +523 +7%
FC
282
Farringdon Capital
United Kingdom
$277K +$267K +7,853 New
NA
283
NewEdge Advisors
Louisiana
$270K +$253K +7,447 +3,633%
HSBC Holdings
284
HSBC Holdings
United Kingdom
$270K -$462K -13,572 -64%
IWC
285
Integrated Wealth Concepts
Massachusetts
$270K +$5.17K +152 +2%
IIC
286
Integrated Investment Consultants
Michigan
$268K
HI
287
Hendershot Investments
Virginia
$263K
QPWM
288
Quadrant Private Wealth Management
Pennsylvania
$256K
ZIC
289
ZWJ Investment Counsel
Georgia
$254K -$29K -852 -11%
ABC
290
Associated Banc-Corp
Wisconsin
$252K
Corient Private Wealth
291
Corient Private Wealth
Florida
$252K +$4.73K +139 +2%
LI
292
Lafayette Investments
Maryland
$250K
CAM
293
Cresset Asset Management
Illinois
$239K -$102 -3 -0%
PWW
294
Pettyjohn Wood & White
Virginia
$238K -$43.4K -1,275 -16%
CA
295
Clearstead Advisors
Ohio
$237K -$872K -25,646 -79%
SLAM
296
Swiss Life Asset Management
$227K +$219K +6,425 New
CF
297
Claris Financial
Virginia
$226K +$218K +6,400 New
GIM
298
Glenmede Investment Management
Pennsylvania
$226K +$217K +6,394 New
Jane Street
299
Jane Street
New York
$224K +$216K +6,344 New
AOWM
300
Alpha Omega Wealth Management
Virginia
$223K +$215K +6,314 New

AUB Hedge Fund Activity: Q3 2025 in Review

398 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 34 closed out — a net gain of 17 holders — while 143 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $58.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 398 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2025, up from 384 in Q2 2025.
  • Funds reported $4.19B of Atlantic Union Bankshares stock for Q3 2025, up 14% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q3 2025 and 34 closed out, a net change of +17 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2025 was Congress Asset Management, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.