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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% 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
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$35.7K +$3.2K +90 +8%
UB
302
UMB Bank
Missouri
$34.5K +$4.83K +136 +14%
GI
303
GAMMA Investing
California
$33.3K -$9.1K -256 -19%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$33K +$18.6K +523 +99%
MCM
305
MAI Capital Management
Ohio
$30.3K +$142 +4 +0.4%
Nomura Asset Management
306
Nomura Asset Management
Japan
$29K
SWP
307
SIMA Wealth Partners
Virginia
$27.6K +$320 +9 +1%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$27.5K +$2.27K +64 +6%
NS
309
NBC Securities
Alabama
$25K +$28.8K +812 New
Barrow, Hanley, Mewhinney & Strauss
310
Barrow, Hanley, Mewhinney & Strauss
Texas
$23.9K
HNB
311
Huntington National Bank
Ohio
$23.5K +$2.7K +76 +11%
MG
312
Mather Group
Illinois
$21K
BIG
313
Brooklyn Investment Group
New York
$19.5K +$14.2K +400 +177%
SW
314
SVB Wealth
Massachusetts
$18.6K +$21.2K +598 New
PS
315
Principal Securities
Iowa
$17.2K
S
316
SignatureFD
Georgia
$13.4K
Bessemer Group
317
Bessemer Group
New Jersey
$13K +$3.52K +99 +32%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$12.2K +$13.7K +385 +5,500%
PTC
319
Private Trust Company
Ohio
$12.1K
C
320
Covestor
United Kingdom
$10K -$107 -3 -0.9%
HCA
321
Harbor Capital Advisors
Illinois
$10K +$995 +28 +9%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$8.38K -$52.4K -1,475 -85%
NICM
323
Neo Ivy Capital Management
New York
$8.28K +$9.45K +266 New
EWA
324
EverSource Wealth Advisors
Alabama
$7.94K +$2.56K +72 +39%
OPTFSNA
325
Old Point Trust & Financial Services N A
Virginia
$6.76K

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.