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Atlantic Union Bankshares
AUB

Overview Fund Activity

353 hedge funds and large institutions have $2.81B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+16
Holders Change %
+4.75%
% of All Funds
4.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
133
Reduced
91
Closed
42
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30.5M
3
State Street
State Street
Massachusetts
+$25.2M
4
Millennium Management
Millennium Management
New York
+$21.4M
5
Invesco
Invesco
Georgia
+$21.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29M
2
SFM
Soros Fund Management
New York
-$21.8M
3
KCM
Kodai Capital Management
Illinois
-$19.5M
4
CVA
Ceredex Value Advisors
Florida
-$12.3M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
326
Optiver Holding
Netherlands
$5.36K +$5.36K +172 New
RIL
327
Rothschild Investment LLC
Illinois
$3.89K +$1.56K +50 +67%
RTL
328
Red Tortoise LLC
Georgia
$3.11K – – –
VCM
329
Versant Capital Management
Arizona
$2.55K -$7.16K -230 -74%
JWA
330
JFS Wealth Advisors
Pennsylvania
$2.03K – – –
HWM
331
Hemington Wealth Management
Virginia
$2K +$517 +23 +35%
SC
332
Sagefield Capital
Texas
$1.93K +$1.93K +62 New
SIC
333
Salem Investment Counselors
North Carolina
$1.68K – – –
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$1.62K – – –
BFS
335
Bare Financial Services
Pennsylvania
$1.53K +$1.53K +49 New
SC
336
Stephens Consulting
Michigan
$1.25K +$1.25K +40 New
PWAM
337
Private Wealth Asset Management
Iowa
$1.03K +$1.03K +33 New
PWA
338
Provenance Wealth Advisors
Florida
$903 – – –
RA
339
Rise Advisors
New York
$872 +$872 +28 New
CFO
340
CVA Family Office
Colorado
$716 +$716 +23 New
HIA
341
Harbor Investment Advisory
Maryland
$529 – – –
SIC
342
SJS Investment Consulting
Ohio
$468 – – –
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$436 – – –
BIA
344
Bell Investment Advisors
California
$436 +$436 +14 New
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$405 -$62 -2 -13%
IA
346
IFP Advisors
Florida
$405 -$492 – –
LFG
347
Larson Financial Group
Missouri
$343 – – –
GFPC
348
Global Financial Private Client
Florida
$280 +$124 +4 +80%
HCP
349
Hexagon Capital Partners
Arkansas
$187 – – –
BHWM
350
Bay Harbor Wealth Management
Maryland
$124 +$124 +4 New
12 13
14
15 16