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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
PA
351
Parallel Advisors
California
$26.8K
NS
352
NBC Securities
Alabama
$26K -$2.55K -75 -9%
Bessemer Group
353
Bessemer Group
New Jersey
$25K -$69.5K -2,044 -74%
EP
354
Essential Partners
California
$24.2K
MG
355
Mather Group
Illinois
$21.4K +$20.6K +607 New
Optiver Holding
356
Optiver Holding
Netherlands
$20.6K +$7.55K +222 +61%
PTC
357
Private Trust Company
Ohio
$20.1K +$8.37K +246 +76%
RA
358
Rise Advisors
New York
$18.4K
HCA
359
Harbor Capital Advisors
Illinois
$16K -$4.22K -124 -22%
CIAM
360
Caitong International Asset Management
Hong Kong
$14.3K +$13.7K +404 New
AssetMark Inc
361
AssetMark Inc
California
$12.5K +$7.65K +225 +174%
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$11.6K
CA
363
Crewe Advisors
Utah
$11.4K +$11K +322 New
PFBT
364
Parkside Financial Bank & Trust
Missouri
$9.81K +$7.07K +208 +297%
FUBT
365
First United Bank & Trust
Maryland
$9.53K
BFS
366
Bare Financial Services
Pennsylvania
$8.58K +$136 +4 +2%
RTL
367
Red Tortoise LLC
Georgia
$8.57K
FHC
368
First Horizon Corporation
Tennessee
$8.47K +$8.16K +240 New
OPTFSNA
369
Old Point Trust & Financial Services N A
Virginia
$7.66K
RFP
370
Root Financial Partners
California
$7.41K +$7.14K +210 New
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$6.85K -$204 -6 -3%
PWMG
372
Private Wealth Management Group
New Jersey
$6.71K
RIL
373
Rothschild Investment LLC
Illinois
$6.53K -$1.73K -51 -22%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$6.03K +$850 +25 +17%
FFO
375
Fortitude Family Office
Arizona
$5.86K

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.