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Atlantic Union Bankshares
AUB

Overview Fund Activity

353 hedge funds and large institutions have $2.81B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+16
Holders Change %
+4.75%
% of All Funds
4.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
133
Reduced
91
Closed
42
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30.5M
3
State Street
State Street
Massachusetts
+$25.2M
4
Millennium Management
Millennium Management
New York
+$21.4M
5
Invesco
Invesco
Georgia
+$21.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29M
2
SFM
Soros Fund Management
New York
-$21.8M
3
KCM
Kodai Capital Management
Illinois
-$19.5M
4
CVA
Ceredex Value Advisors
Florida
-$12.3M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$33K +$16.5K +523 +99%
MCM
302
MAI Capital Management
Ohio
$30.3K +$125 +4 +0.4%
Nomura Asset Management
303
Nomura Asset Management
Japan
$29K – – –
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$27.5K +$1.55K +64 +6%
NS
305
NBC Securities
Alabama
$25K +$25K +812 New
Barrow, Hanley, Mewhinney & Strauss
306
Barrow, Hanley, Mewhinney & Strauss
Texas
$23.9K – – –
HNB
307
Huntington National Bank
Ohio
$23.5K +$2.37K +76 +11%
MG
308
Mather Group
Illinois
$21K – – –
BIG
309
Brooklyn Investment Group
New York
$19.5K +$12.5K +400 +177%
SW
310
SVB Wealth
Massachusetts
$18.6K +$18.6K +598 New
PS
311
Principal Securities
Iowa
$17.2K – – –
S
312
SignatureFD
Georgia
$13.4K – – –
Bessemer Group
313
Bessemer Group
New Jersey
$13K +$3.16K +99 +32%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$12.2K +$12K +385 +5,500%
PTC
315
Private Trust Company
Ohio
$12.1K – – –
C
316
Covestor
United Kingdom
$10K -$95 -3 -0.9%
HCA
317
Harbor Capital Advisors
Illinois
$10K +$833 +28 +9%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$8.38K -$45.9K -1,475 -85%
NICM
319
Neo Ivy Capital Management
New York
$8.28K +$8.28K +266 New
EWA
320
EverSource Wealth Advisors
Alabama
$7.94K +$2.24K +72 +39%
OPTFSNA
321
Old Point Trust & Financial Services N A
Virginia
$6.76K – – –
NA
322
NewEdge Advisors
Louisiana
$6.52K +$31 +1 +0.5%
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$5.92K +$467 +15 +9%
QL
324
Quarry LP
New York
$5.85K +$2.96K +95 +102%
FFA
325
Farther Finance Advisors
California
$5.53K +$3.15K +104 +132%
11 12
13
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