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Atlantic Union Bankshares

433 hedge funds and large institutions have $4.39B invested in Atlantic Union Bankshares in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $4.28B → $4.39B (+$102M)

0.67% more ownership

Funds ownership: 85.14%85.81% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
433
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
$1M
Puts
$747K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$246K
PWW
302
Pettyjohn Wood & White
Virginia
$241K
GI
303
GAMMA Investing
California
$238K
ZIC
304
ZWJ Investment Counsel
Georgia
$234K
AWM
305
Axxcess Wealth Management
California
$234K
CA
306
Clearstead Advisors
Ohio
$234K
CAM
307
Cresset Asset Management
Illinois
$233K
TFA
308
Toth Financial Advisory
Virginia
$233K
MGIA
309
Moneta Group Investment Advisors
Missouri
$230K
PE
310
PCM Encore
Colorado
$228K
AOWM
311
Alpha Omega Wealth Management
Virginia
$226K
CG
312
Caprock Group
Idaho
$225K
QCG
313
Quadrant Capital Group
Ohio
$225K
PIFP
314
Partners in Financial Planning
Virginia
$223K
TCBWMS
315
Texas Capital Bank Wealth Management Services
Texas
$221K
RFC
316
Regions Financial Corp
Alabama
$217K
SRC
317
Sage Rhino Capital
California
$217K
VT
318
Vise Technologies
New York
$217K
CCM
319
Coldstream Capital Management
Washington
$216K
CF
320
Claris Financial
Virginia
$213K
HIS
321
Harvest Investment Services
Illinois
$210K
EF
322
Empowered Funds
Pennsylvania
$209K
SA
323
Sanctuary Advisors
Indiana
$208K
SWP
324
Stratos Wealth Partners
Ohio
$207K
NG
325
Norden Group
Utah
$205K