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Atlantic Union Bankshares

398 hedge funds and large institutions have $4.19B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$512M)

4% more funds holding

Funds holding: 384398 (+14)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0.81% more ownership

Funds ownership: 82.47%83.28% (+0.81%)

73% less call options, than puts

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

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
143
Reduced
133
Closed
34
Calls
$370K
Puts
$1.38M
Net Calls
-$1.01M
Net Calls Change
-$515K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
Parkside Investments
Illinois
$220K +$212K +6,248 New
TFA
302
Toth Financial Advisory
Virginia
$220K -$8.43K -248 -4%
PIFP
303
Partners in Financial Planning
Virginia
$220K +$212K +6,225 New
LCWP
304
Legacy Capital Wealth Partners
Arkansas
$220K +$212K +6,225 New
FFP
305
FourThought Financial Partners
Florida
$215K +$207K +6,084 New
PWMAG
306
Pinnacle Wealth Management Advisory Group
New Jersey
$213K +$206K +6,047 New
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$213K
SWP
308
Stratos Wealth Partners
Ohio
$211K +$203K +5,971 New
P
309
&Partners
Tennessee
$210K +$203K +5,963 New
RFC
310
Regions Financial Corp
Alabama
$207K +$200K +5,875 New
CCM
311
Coldstream Capital Management
Washington
$205K +$198K +5,813 New
CA
312
CoreCap Advisors
Michigan
$203K
CCAM
313
Cascades Capital Asset Management
North Carolina
$202K -$34K -1,000 -15%
CPBTD
314
Central Pacific Bank - Trust Division
Hawaii
$200K +$62.6K +1,842 +48%
WANY
315
Wealthspire Advisors (New York)
New York
$186K -$75.7K -2,227 -30%
GI
316
GAMMA Investing
California
$181K +$39.2K +1,153 +29%
AF
317
Allworth Financial
California
$174K -$238 -7 -0.1%
FC
318
Financial Consulate
Maryland
$165K +$159K +4,681 New
SC
319
SouthState Corp
Florida
$153K
GRP
320
Global Retirement Partners
California
$151K +$1.7K +50 +1%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$150K -$6.97K -205 -5%
KBC Group
322
KBC Group
Belgium
$141K
AAP
323
Arax Advisory Partners
Colorado
$128K +$115K +3,372 +1,292%
S
324
SignatureFD
Georgia
$122K -$4.39K -129 -4%
DB
325
Danske Bank
Denmark
$120K -$65.1K -1,913 -36%

AUB Hedge Fund Activity: Q3 2025 in Review

398 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 34 closed out — a net gain of 17 holders — while 143 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $58.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 398 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2025, up from 384 in Q2 2025.
  • Funds reported $4.19B of Atlantic Union Bankshares stock for Q3 2025, up 14% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q3 2025 and 34 closed out, a net change of +17 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2025 was Congress Asset Management, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.