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Atlantic Union Bankshares

407 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, 117 increasing their positions, 164 reducing their positions, and 33 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: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | 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
407
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
II
326
Inspire Investing
Idaho
$115K
S
327
SignatureFD
Georgia
$113K
PWPS
328
Pinnacle Wealth Planning Services
Ohio
$109K
SA
329
Scarborough Advisors
Maryland
$99.9K
CWP
330
Concord Wealth Partners
Virginia
$96.3K
SPIA
331
Steward Partners Investment Advisory
New York
$92.9K
SWM
332
Spire Wealth Management
Virginia
$89.1K
ACM
333
Aquatic Capital Management
Illinois
$85.6K
FFA
334
Farther Finance Advisors
California
$72.9K
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$70.1K
VCM
336
Versant Capital Management
Arizona
$60.3K
UB
337
UMB Bank
Missouri
$58.5K
Nomura Asset Management
338
Nomura Asset Management
Japan
$54.1K
FC
339
Financial Consulate
Maryland
$47.8K
HNB
340
Huntington National Bank
Ohio
$45K
EWA
341
EverSource Wealth Advisors
Alabama
$43.3K
C
342
Covestor
United Kingdom
$42K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$41.1K
CRI
344
Commonwealth Retirement Investments
Virginia
$38.9K
CW
345
Curio Wealth
Maryland
$32.9K
Bessemer Group
346
Bessemer Group
New Jersey
$29K
WIM
347
Westside Investment Management
California
$27.7K
Barrow, Hanley, Mewhinney & Strauss
348
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K
PA
349
Parallel Advisors
California
$26.8K
IA
350
IFP Advisors
Florida
$26.1K