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Atlantic Union Bankshares
AUB

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398 → 412 (+14)

1.86% more ownership

Funds ownership: 83.28% → 85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | 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: 5 → 3 (-2)

Holders
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$84.7M
2
SG Americas Securities
SG Americas Securities
New York
+$51.9M
3
NRCM
North Reef Capital Management
California
+$29.5M
4
ACB
Aristotle Capital Boston
Massachusetts
+$21.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$26.8M
3
SCM
Steadfast Capital Management
New York
-$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
CIAM
326
Caitong International Asset Management
Hong Kong
$118K +$101K +2,927 +725%
SAM
327
Smartleaf Asset Management
Massachusetts
$118K +$46.9K +1,364 +70%
OWP
328
ORG Wealth Partners
Texas
$117K – – –
II
329
Inspire Investing
Idaho
$115K +$112K +3,255 New
S
330
SignatureFD
Georgia
$113K -$8.52K -248 -7%
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$109K +$106K +3,089 New
SA
332
Scarborough Advisors
Maryland
$99.9K +$893 +26 +0.9%
CWP
333
Concord Wealth Partners
Virginia
$96.3K – – –
SPIA
334
Steward Partners Investment Advisory
New York
$92.9K -$15.6K -455 -15%
SWM
335
Spire Wealth Management
Virginia
$89.1K – – –
ACM
336
Aquatic Capital Management
Illinois
$85.6K -$770K -22,419 -90%
FFA
337
Farther Finance Advisors
California
$72.9K +$41.2K +1,200 +139%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$70.1K +$3.78K +110 +6%
VCM
339
Versant Capital Management
Arizona
$60.3K +$2.92K +85 +5%
UB
340
UMB Bank
Missouri
$58.5K -$69 -2 -0.1%
Nomura Asset Management
341
Nomura Asset Management
Japan
$54.1K – – –
FC
342
Financial Consulate
Maryland
$47.8K -$114K -3,327 -71%
HNB
343
Huntington National Bank
Ohio
$45K -$103 -3 -0.2%
EWA
344
EverSource Wealth Advisors
Alabama
$43.3K -$7.83K -228 -16%
C
345
Covestor
United Kingdom
$42K -$4.95K -144 -11%
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$41.1K -$5.33K -155 -12%
CRI
347
Commonwealth Retirement Investments
Virginia
$38.9K +$37.8K +1,101 New
CW
348
Curio Wealth
Maryland
$32.9K – – –
Bessemer Group
349
Bessemer Group
New Jersey
$29K +$4.02K +117 +16%
WIM
350
Westside Investment Management
California
$27.7K – – –
12 13
14
15 16

AUB Hedge Fund Activity: Q4 2025 in Review

412 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2025, worth a combined $4.28B — up 2.3% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 31 closed out — a net gain of 20 holders — while 121 added to existing stakes and 164 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $84.7M. The largest seller was Citadel Advisors, cutting an estimated $31.9M.

  • 412 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2025, up from 398 in Q3 2025.
  • Funds reported $4.28B of Atlantic Union Bankshares stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q4 2025 and 31 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $84.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2025 was Citadel Advisors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2025.