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Atlantic Union Bankshares

407 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | 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: 53 (-2)

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$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
CG
301
Caprock Group
Idaho
$223K
PE
302
PCM Encore
Colorado
$222K
GI
303
GAMMA Investing
California
$222K
PIFP
304
Partners in Financial Planning
Virginia
$220K
TCBWMS
305
Texas Capital Bank Wealth Management Services
Texas
$219K
RFC
306
Regions Financial Corp
Alabama
$218K
VT
307
Vise Technologies
New York
$217K
SC
308
Savant Capital
Illinois
$213K
CF
309
Claris Financial
Virginia
$210K
HWAM
310
Hennion & Walsh Asset Management
New Jersey
$208K
LCWP
311
Legacy Capital Wealth Partners
Arkansas
$208K
WANY
312
Wealthspire Advisors (New York)
New York
$207K
SFA
313
Sequoia Financial Advisors
Ohio
$206K
SWP
314
Stratos Wealth Partners
Ohio
$204K
TRCT
315
Tower Research Capital (TRC)
New York
$185K
AF
316
Allworth Financial
California
$178K
SC
317
SouthState Corp
Florida
$153K
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$151K
CPBTD
319
Central Pacific Bank - Trust Division
Hawaii
$149K
KBC Group
320
KBC Group
Belgium
$141K
CCAM
321
Cascades Capital Asset Management
North Carolina
$125K
CA
322
CoreCap Advisors
Michigan
$122K
DB
323
Danske Bank
Denmark
$120K
SAM
324
Smartleaf Asset Management
Massachusetts
$118K
OWP
325
ORG Wealth Partners
Texas
$117K