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Atlantic Union Bankshares

394 hedge funds and large institutions have $4.21B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.32% more ownership

Funds ownership: 82.45%83.77% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 131

73% less call options, than puts

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

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$370K
Puts
$1.38M
Net Calls
Net Calls Change

Top Sellers

1 -$17.3M
2 -$15.7M
3 -$12M
4
Two Sigma Investments
Two Sigma Investments
New York
-$11.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
Parkside Investments
Illinois
$220K
TFA
302
Toth Financial Advisory
Virginia
$220K
PIFP
303
Partners in Financial Planning
Virginia
$220K
LCWP
304
Legacy Capital Wealth Partners
Arkansas
$220K
FFP
305
FourThought Financial Partners
Florida
$215K
PWMAG
306
Pinnacle Wealth Management Advisory Group
New Jersey
$213K
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$213K
SWP
308
Stratos Wealth Partners
Ohio
$211K
P
309
&Partners
Tennessee
$210K
RFC
310
Regions Financial Corp
Alabama
$207K
CCM
311
Coldstream Capital Management
Washington
$205K
CA
312
CoreCap Advisors
Michigan
$203K
CCAM
313
Cascades Capital Asset Management
North Carolina
$202K
CPBTD
314
Central Pacific Bank - Trust Division
Hawaii
$200K
WANY
315
Wealthspire Advisors (New York)
New York
$186K
GI
316
GAMMA Investing
California
$181K
AF
317
Allworth Financial
California
$174K
FC
318
Financial Consulate
Maryland
$165K
SC
319
SouthState Corp
Florida
$153K
GRP
320
Global Retirement Partners
California
$151K
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$150K
AAP
322
Arax Advisory Partners
Colorado
$128K
S
323
SignatureFD
Georgia
$122K
DB
324
Danske Bank
Denmark
$120K
OWP
325
ORG Wealth Partners
Texas
$117K