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Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$64.2K +$19.8K +686 +50%
IMC
327
Investment Management Corporation
Virginia
$59.3K
FHA
328
First Horizon Advisors
Tennessee
$57.4K -$3.98K -138 -7%
VCM
329
Versant Capital Management
Arizona
$50.8K +$44.5K +1,541 +1,879%
EWA
330
EverSource Wealth Advisors
Alabama
$48.2K +$37.1K +1,287 +505%
Nomura Asset Management
331
Nomura Asset Management
Japan
$48K +$17.4K +603 +65%
HNB
332
Huntington National Bank
Ohio
$40.6K +$15.6K +542 +72%
UB
333
UMB Bank
Missouri
$39.2K +$4.21K +146 +13%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$35.4K
SAM
335
Smartleaf Asset Management
Massachusetts
$31.4K -$4.62K -160 -14%
CW
336
Curio Wealth
Maryland
$28.2K +$26K +900 New
NS
337
NBC Securities
Alabama
$25K
Barrow, Hanley, Mewhinney & Strauss
338
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K
PA
339
Parallel Advisors
California
$23.7K +$21.9K +758 New
EP
340
Essential Partners
California
$21.5K +$19.8K +686 New
PS
341
Principal Securities
Iowa
$20K +$5.4K +187 +41%
TPWA
342
Twin Peaks Wealth Advisors
California
$18.7K +$16.2K +560 New
HCA
343
Harbor Capital Advisors
Illinois
$18K +$6.72K +233 +69%
RA
344
Rise Advisors
New York
$16.3K +$14.3K +494 +1,764%
WIM
345
Westside Investment Management
California
$12.7K +$11.3K +390 New
IA
346
IFP Advisors
Florida
$12.1K
Optiver Holding
347
Optiver Holding
Netherlands
$11.3K +$5.46K +189 +110%
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$10.3K +$9.47K +328 New
PTC
349
Private Trust Company
Ohio
$10.1K -$1.85K -64 -16%
FUBT
350
First United Bank & Trust
Maryland
$8.45K +$7.79K +270 New

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.