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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
AAP
351
Arax Advisory Partners
Colorado
$8.16K +$7.53K +261 New
RTL
352
Red Tortoise LLC
Georgia
$7.6K +$4.13K +143 +143%
BFS
353
Bare Financial Services
Pennsylvania
$7.47K +$5.48K +190 +388%
RIL
354
Rothschild Investment LLC
Illinois
$7.38K +$3.2K +111 +89%
OPTFSNA
355
Old Point Trust & Financial Services N A
Virginia
$6.79K
FFA
356
Farther Finance Advisors
California
$6.6K +$808 +28 +15%
NA
357
NewEdge Advisors
Louisiana
$6.42K -$115 -4 -2%
WAM
358
Wolverine Asset Management
Illinois
$6.38K +$5.89K +204 New
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$6.26K +$5.4K +187 +1,438%
PWMG
360
Private Wealth Management Group
New Jersey
$5.94K +$5.48K +190 New
FFO
361
Fortitude Family Office
Arizona
$5.19K +$4.79K +166 New
HIA
362
Harbor Investment Advisory
Maryland
$4.75K +$3.9K +135 +794%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$4.57K -$1.27K -44 -23%
AssetMark Inc
364
AssetMark Inc
California
$4.04K +$3.72K +129 New
QL
365
Quarry LP
New York
$3.41K -$2.28K -79 -42%
TWD
366
True Wealth Design
Ohio
$2.82K +$2.57K +89 +8,900%
AGWCA
367
Annis Gardner Whiting Capital Advisors
Florida
$2.31K +$2.14K +74 New
PFBT
368
Parkside Financial Bank & Trust
Missouri
$2.19K -$9.29K -322 -82%
SIC
369
Salem Investment Counselors
North Carolina
$1.69K
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$1.63K
PWA
371
Physician Wealth Advisors
Utah
$1.6K +$1.47K +51 New
KG
372
Kilter Group
New York
$1.35K +$1.24K +43 New
RWM
373
Rialto Wealth Management
New York
$1.35K +$1.24K +43 New
JWA
374
JFS Wealth Advisors
Pennsylvania
$1.28K -$693 -24 -37%
GEA
375
Glen Eagle Advisors
New Jersey
$1.22K +$1.13K +39 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.