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Atlantic Union Bankshares

410 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 120 | 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
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$19.7M
4
Jennison Associates
Jennison Associates
New York
-$13.6M
5
BlackRock
BlackRock
New York
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
Parkside Investments
Illinois
$223K
AOWM
302
Alpha Omega Wealth Management
Virginia
$223K
CG
303
Caprock Group
Idaho
$223K
PE
304
PCM Encore
Colorado
$222K
GI
305
GAMMA Investing
California
$222K
PIFP
306
Partners in Financial Planning
Virginia
$220K
TCBWMS
307
Texas Capital Bank Wealth Management Services
Texas
$219K
RFC
308
Regions Financial Corp
Alabama
$218K
VT
309
Vise Technologies
New York
$217K
SC
310
Savant Capital
Illinois
$213K
CF
311
Claris Financial
Virginia
$210K
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$208K
LCWP
313
Legacy Capital Wealth Partners
Arkansas
$208K
WANY
314
Wealthspire Advisors (New York)
New York
$207K
SFA
315
Sequoia Financial Advisors
Ohio
$206K
SWP
316
Stratos Wealth Partners
Ohio
$204K
TRCT
317
Tower Research Capital (TRC)
New York
$185K
AF
318
Allworth Financial
California
$178K
SC
319
SouthState Corp
Florida
$153K
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$151K
CPBTD
321
Central Pacific Bank - Trust Division
Hawaii
$149K
KBC Group
322
KBC Group
Belgium
$141K
CCAM
323
Cascades Capital Asset Management
North Carolina
$125K
CA
324
CoreCap Advisors
Michigan
$122K
DB
325
Danske Bank
Denmark
$120K