AUB icon

Atlantic Union Bankshares

410 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 120 | 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: 53 (-2)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$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
SAM
327
Smartleaf Asset Management
Massachusetts
$118K
OWP
328
ORG Wealth Partners
Texas
$117K
II
329
Inspire Investing
Idaho
$115K
S
330
SignatureFD
Georgia
$113K
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$109K
SA
332
Scarborough Advisors
Maryland
$99.9K
CWP
333
Concord Wealth Partners
Virginia
$96.3K
SPIA
334
Steward Partners Investment Advisory
New York
$92.9K
SWM
335
Spire Wealth Management
Virginia
$89.1K
ACM
336
Aquatic Capital Management
Illinois
$85.6K
FFA
337
Farther Finance Advisors
California
$72.9K
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$70.1K
VCM
339
Versant Capital Management
Arizona
$60.3K
UB
340
UMB Bank
Missouri
$58.5K
Nomura Asset Management
341
Nomura Asset Management
Japan
$54.1K
FC
342
Financial Consulate
Maryland
$47.8K
HNB
343
Huntington National Bank
Ohio
$45K
EWA
344
EverSource Wealth Advisors
Alabama
$43.3K
C
345
Covestor
United Kingdom
$42K
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$41.1K
CRI
347
Commonwealth Retirement Investments
Virginia
$38.9K
CW
348
Curio Wealth
Maryland
$32.9K
Bessemer Group
349
Bessemer Group
New Jersey
$29K
WIM
350
Westside Investment Management
California
$27.7K