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Atlantic Union Bankshares

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398412 (+14)

1.86% more ownership

Funds ownership: 83.28%85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | 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
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
Parkside Investments
Illinois
$223K +$2.3K +67 +1%
AOWM
302
Alpha Omega Wealth Management
Virginia
$223K
CG
303
Caprock Group
Idaho
$223K +$217K +6,313 New
PE
304
PCM Encore
Colorado
$222K +$216K +6,284 New
GI
305
GAMMA Investing
California
$222K +$40K +1,165 +23%
PIFP
306
Partners in Financial Planning
Virginia
$220K +$447 +13 +0.2%
TCBWMS
307
Texas Capital Bank Wealth Management Services
Texas
$219K +$213K +6,192 New
RFC
308
Regions Financial Corp
Alabama
$218K +$10K +291 +5%
VT
309
Vise Technologies
New York
$217K +$211K +6,139 New
SC
310
Savant Capital
Illinois
$213K +$208K +6,043 New
CF
311
Claris Financial
Virginia
$210K -$15.1K -438 -7%
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$208K -$174K -5,076 -46%
LCWP
313
Legacy Capital Wealth Partners
Arkansas
$208K -$11.9K -346 -6%
WANY
314
Wealthspire Advisors (New York)
New York
$207K +$20.6K +599 +11%
SFA
315
Sequoia Financial Advisors
Ohio
$206K +$200K +5,826 New
SWP
316
Stratos Wealth Partners
Ohio
$204K -$6.36K -185 -3%
TRCT
317
Tower Research Capital (TRC)
New York
$185K -$134K -3,895 -43%
AF
318
Allworth Financial
California
$178K +$3.85K +112 +2%
SC
319
SouthState Corp
Florida
$153K
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$151K +$1.13K +33 +0.8%
CPBTD
321
Central Pacific Bank - Trust Division
Hawaii
$149K -$49.5K -1,441 -25%
KBC Group
322
KBC Group
Belgium
$141K
CCAM
323
Cascades Capital Asset Management
North Carolina
$125K -$75.2K -2,187 -38%
CA
324
CoreCap Advisors
Michigan
$122K -$79.3K -2,308 -40%
DB
325
Danske Bank
Denmark
$120K