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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
LFG
351
Larson Financial Group
Missouri
$343
GFPC
352
Global Financial Private Client
Florida
$280 +$142 +4 +80%
HCP
353
Hexagon Capital Partners
Arkansas
$187
BHWM
354
Bay Harbor Wealth Management
Maryland
$124 +$142 +4 New
HIA
355
HFM Investment Advisors
New Jersey
$63 +$71 +2 New
PWM
356
Parkworth Wealth Management
California
$62
TFM
357
TFC Financial Management
Massachusetts
$32
TWD
358
True Wealth Design
Ohio
$32 +$36 +1 New
SFM
359
Soros Fund Management
New York
-$21.8M -575,846 Closed
KCM
360
Kodai Capital Management
Illinois
-$19.5M -515,952 Closed
CVA
361
Ceredex Value Advisors
Florida
-$12.3M -324,367 Closed
PFMOSF
362
Philadelphia Financial Management of San Francisco
California
-$12M -316,909 Closed
Alyeska Investment Group
363
Alyeska Investment Group
Illinois
-$6.11M -161,295 Closed
JG
364
Jain Global
New York
-$5.41M -142,800 Closed
GCM
365
Ghisallo Capital Management
Massachusetts
-$3.79M -100,000 Closed
HSBC Holdings
366
HSBC Holdings
United Kingdom
-$3.08M -81,193 Closed
Wellington Management Group
367
Wellington Management Group
Massachusetts
-$2.58M -68,099 Closed
CM
368
Crestline Management
Texas
-$2.24M -59,191 Closed
Holocene Advisors
369
Holocene Advisors
New York
-$1.85M -48,917 Closed
SG
370
StoneX Group
New York
-$965K -25,474 Closed
LCM
371
Laurion Capital Management
New York
-$749K -19,770 Closed
FHB
372
First Hawaiian Bank
Hawaii
-$739K -19,497 Closed
HF
373
HRT Financial
New York
-$610K -16,124 Closed
AACP
374
Advantage Alpha Capital Partners
California
-$555K -14,649 Closed
BPC
375
Bryce Point Capital
New York
-$458K -12,097 Closed

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.