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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% 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
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
326
NewEdge Advisors
Louisiana
$6.52K +$36 +1 +0.5%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$5.92K +$533 +15 +9%
QL
328
Quarry LP
New York
$5.85K +$3.38K +95 +102%
FFA
329
Farther Finance Advisors
California
$5.53K +$3.69K +104 +132%
Optiver Holding
330
Optiver Holding
Netherlands
$5.36K +$6.11K +172 New
RIL
331
Rothschild Investment LLC
Illinois
$3.89K +$1.78K +50 +67%
RTL
332
Red Tortoise LLC
Georgia
$3.11K
VCM
333
Versant Capital Management
Arizona
$2.55K -$8.17K -230 -74%
JWA
334
JFS Wealth Advisors
Pennsylvania
$2.02K
HWM
335
Hemington Wealth Management
Virginia
$2K +$817 +23 +35%
SC
336
Sagefield Capital
Texas
$1.93K +$2.2K +62 New
SIC
337
Salem Investment Counselors
North Carolina
$1.68K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$1.62K
BFS
339
Bare Financial Services
Pennsylvania
$1.53K +$1.74K +49 New
SC
340
Stephens Consulting
Michigan
$1.25K +$1.42K +40 New
PWAM
341
Private Wealth Asset Management
Iowa
$1.03K +$1.17K +33 New
PWA
342
Provenance Wealth Advisors
Florida
$903
RA
343
Rise Advisors
New York
$872 +$995 +28 New
CFO
344
CVA Family Office
Colorado
$716 +$817 +23 New
HIA
345
Harbor Investment Advisory
Maryland
$529
SIC
346
SJS Investment Consulting
Ohio
$468
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$436
BIA
348
Bell Investment Advisors
California
$436 +$497 +14 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$405 -$71 -2 -13%
IA
350
IFP Advisors
Florida
$405

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.