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Atlantic Union Bankshares

433 hedge funds and large institutions have $4.39B invested in Atlantic Union Bankshares in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

34% more call options, than puts

Call options by funds: $1M | Put options by funds: $747K

5% more funds holding

Funds holding: 412433 (+21)

7% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 138

2% more capital invested

Capital invested by funds: $4.28B → $4.39B (+$102M)

0.67% more ownership

Funds ownership: 85.14%85.81% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
433
Holders Change
+21
Holders Change %
+5.1%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
148
Reduced
138
Closed
34
Calls
$1M
Puts
$747K
Net Calls
+$254K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$246K
PWW
302
Pettyjohn Wood & White
Virginia
$241K -$678 -18 -0.3%
GI
303
GAMMA Investing
California
$238K +$14.2K +377 +6%
ZIC
304
ZWJ Investment Counsel
Georgia
$234K +$38 +1 +0%
AWM
305
Axxcess Wealth Management
California
$234K +$246K +6,540 New
CA
306
Clearstead Advisors
Ohio
$234K -$6.74K -179 -3%
CAM
307
Cresset Asset Management
Illinois
$233K +$4.71K +125 +2%
TFA
308
Toth Financial Advisory
Virginia
$233K -$64K -1,700 -21%
MGIA
309
Moneta Group Investment Advisors
Missouri
$230K +$242K +6,438 New
PE
310
PCM Encore
Colorado
$228K +$3.46K +92 +1%
AOWM
311
Alpha Omega Wealth Management
Virginia
$226K
CG
312
Caprock Group
Idaho
$225K -$377 -10 -0.2%
QCG
313
Quadrant Capital Group
Ohio
$225K -$2.41K -64 -1%
PIFP
314
Partners in Financial Planning
Virginia
$223K +$452 +12 +0.2%
TCBWMS
315
Texas Capital Bank Wealth Management Services
Texas
$221K
RFC
316
Regions Financial Corp
Alabama
$217K -$3.13K -83 -1%
SRC
317
Sage Rhino Capital
California
$217K +$229K +6,081 New
VT
318
Vise Technologies
New York
$217K
CCM
319
Coldstream Capital Management
Washington
$216K -$39.2K -1,041 -15%
CF
320
Claris Financial
Virginia
$213K +$38 +1 +0%
HIS
321
Harvest Investment Services
Illinois
$210K +$221K +5,876 New
EF
322
Empowered Funds
Pennsylvania
$209K +$220K +5,846 New
SA
323
Sanctuary Advisors
Indiana
$208K +$219K +5,823 New
SWP
324
Stratos Wealth Partners
Ohio
$207K +$38 +1 +0%
NG
325
Norden Group
Utah
$205K +$216K +5,739 New