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Atlantic Union Bankshares
AUB

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398 → 412 (+14)

1.86% more ownership

Funds ownership: 83.28% → 85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | 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: 5 → 3 (-2)

Holders
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$84.7M
2
SG Americas Securities
SG Americas Securities
New York
+$51.9M
3
NRCM
North Reef Capital Management
California
+$29.5M
4
ACB
Aristotle Capital Boston
Massachusetts
+$21.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$26.8M
3
SCM
Steadfast Capital Management
New York
-$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
SCM
276
Sterling Capital Management
North Carolina
$292K -$55.5K -1,615 -16%
IWC
277
Integrated Wealth Concepts
Massachusetts
$291K +$20.7K +601 +8%
TFA
278
Toth Financial Advisory
Virginia
$290K +$67.5K +1,965 +31%
PCM
279
Princeton Capital Management
New Jersey
$282K – – –
GRP
280
Global Retirement Partners
California
$282K +$128K +3,716 +87%
DT
281
Diversified Trust
Tennessee
$279K – – –
HAG
282
HighPoint Advisor Group
Illinois
$268K -$9.24K -269 -3%
IIC
283
Integrated Investment Consultants
Michigan
$268K +$69 +2 +0%
GT
284
Glenmede Trust
Pennsylvania
$265K +$258K +7,507 New
HI
285
Hendershot Investments
Virginia
$263K – – –
Corient Private Wealth
286
Corient Private Wealth
Florida
$262K +$9.31K +271 +4%
SSA
287
Schonfeld Strategic Advisors
New York
$257K +$250K +7,268 New
QPWM
288
Quadrant Private Wealth Management
Pennsylvania
$256K – – –
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$255K – – –
FPAS
290
Focus Partners Advisor Solutions
Missouri
$252K +$246K +7,147 New
ABC
291
Associated Banc-Corp
Wisconsin
$252K – – –
CCM
292
Coldstream Capital Management
Washington
$250K +$43.6K +1,268 +22%
AHL
293
Abel Hall LLC
Louisiana
$245K +$239K +6,949 New
PWW
294
Pettyjohn Wood & White
Virginia
$238K – – –
CA
295
Clearstead Advisors
Ohio
$237K – – –
ZIC
296
ZWJ Investment Counsel
Georgia
$231K -$22.3K -648 -9%
ATC
297
Argent Trust Co
Tennessee
$230K +$224K +6,528 New
SLAM
298
Swiss Life Asset Management
$227K – – –
CAM
299
Cresset Asset Management
Illinois
$226K -$13K -377 -6%
QCG
300
Quadrant Capital Group
Ohio
$224K +$113K +3,274 +106%
10 11
12
13 14

AUB Hedge Fund Activity: Q4 2025 in Review

412 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2025, worth a combined $4.28B — up 2.3% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 31 closed out — a net gain of 20 holders — while 121 added to existing stakes and 164 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $84.7M. The largest seller was Citadel Advisors, cutting an estimated $31.9M.

  • 412 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2025, up from 398 in Q3 2025.
  • Funds reported $4.28B of Atlantic Union Bankshares stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q4 2025 and 31 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $84.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2025 was Citadel Advisors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2025.