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Atlantic Union Bankshares

398 hedge funds and large institutions have $4.19B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$512M)

4% more funds holding

Funds holding: 384398 (+14)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0.81% more ownership

Funds ownership: 82.47%83.28% (+0.81%)

73% less call options, than puts

Call options by funds: $370K | Put options by funds: $1.38M

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
143
Reduced
133
Closed
34
Calls
$370K
Puts
$1.38M
Net Calls
-$1.01M
Net Calls Change
-$515K
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
326
ORG Wealth Partners
Texas
$117K
SPIA
327
Steward Partners Investment Advisory
New York
$109K -$27.1K -798 -21%
MSG
328
Main Street Group
Virginia
$109K
QCG
329
Quadrant Capital Group
Ohio
$109K +$105K +3,080 New
SA
330
Scarborough Advisors
Maryland
$98.9K +$782 +23 +0.8%
CWP
331
Concord Wealth Partners
Virginia
$96.3K
SWM
332
Spire Wealth Management
Virginia
$89.1K +$170 +5 +0.2%
SOW
333
State of Wyoming
Wyoming
$87.6K -$27K -795 -24%
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77.1K +$74.3K +2,185 New
SAM
335
Smartleaf Asset Management
Massachusetts
$69.2K +$31.9K +939 +94%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$66.2K -$6.02K -177 -9%
UB
337
UMB Bank
Missouri
$58.6K +$13.8K +407 +32%
VCM
338
Versant Capital Management
Arizona
$57.3K
SS
339
SBI Securities
Japan
$56.4K +$708K +20,816 +1,040,800%
Nomura Asset Management
340
Nomura Asset Management
Japan
$54.1K
EWA
341
EverSource Wealth Advisors
Alabama
$51.3K -$2.99K -88 -6%
AFWM
342
Abich Financial Wealth Management
Virginia
$50.2K +$48.4K +1,422 New
C
343
Covestor
United Kingdom
$47K -$45.4K -1,335 -50%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$46.5K +$6.39K +188 +17%
HNB
345
Huntington National Bank
Ohio
$45.1K -$680 -20 -2%
CW
346
Curio Wealth
Maryland
$31.8K
FFA
347
Farther Finance Advisors
California
$30.5K +$22.2K +653 +309%
PS
348
Principal Securities
Iowa
$27.5K +$4.69K +138 +22%
WIM
349
Westside Investment Management
California
$27.4K +$13.3K +390 +100%
Barrow, Hanley, Mewhinney & Strauss
350
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K

AUB Hedge Fund Activity: Q3 2025 in Review

398 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 34 closed out — a net gain of 17 holders — while 143 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $58.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 398 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2025, up from 384 in Q2 2025.
  • Funds reported $4.19B of Atlantic Union Bankshares stock for Q3 2025, up 14% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q3 2025 and 34 closed out, a net change of +17 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2025 was Congress Asset Management, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.