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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
Barrow, Hanley, Mewhinney & Strauss
351
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K – – –
PA
352
Parallel Advisors
California
$26.8K – – –
IA
353
IFP Advisors
Florida
$26.1K +$19.9K +580 +363%
NS
354
NBC Securities
Alabama
$26K – – –
EP
355
Essential Partners
California
$25.8K +$1.55K +45 +7%
AAP
356
Arax Advisory Partners
Colorado
$25.4K -$100K -2,913 -80%
PTC
357
Private Trust Company
Ohio
$25.4K +$5.12K +149 +26%
SIS
358
Sound Income Strategies
Florida
$23.1K +$20.7K +601 New
TM
359
Torren Management
California
$21.3K +$20.7K +603 New
HHCP
360
Hilton Head Capital Partners
South Carolina
$19.2K +$18.7K +545 New
Los Angeles Capital Management
361
Los Angeles Capital Management
California
$19.2K +$20.3K +590 New
AAM
362
Advisors Asset Management
Colorado
$17.8K +$17.4K +505 New
PFBT
363
Parkside Financial Bank & Trust
Missouri
$17.1K +$7.11K +207 +74%
HCA
364
Harbor Capital Advisors
Illinois
$15K -$241 -7 -2%
AssetMark Inc
365
AssetMark Inc
California
$13.9K +$1.38K +40 +11%
KAS
366
Kemnay Advisory Services
New York
$13.6K +$13.2K +385 New
CA
367
Crewe Advisors
Utah
$12.7K +$1.27K +37 +11%
Mitsubishi UFJ Asset Management
368
Mitsubishi UFJ Asset Management
Japan
$11.7K – – –
RFP
369
Root Financial Partners
California
$10.3K +$2.82K +82 +39%
BFS
370
Bare Financial Services
Pennsylvania
$9.88K +$1.27K +37 +15%
FUBT
371
First United Bank & Trust
Maryland
$9.53K – – –
RTL
372
Red Tortoise LLC
Georgia
$8.58K – – –
FHC
373
First Horizon Corporation
Tennessee
$8.47K – – –
OPTFSNA
374
Old Point Trust & Financial Services N A
Virginia
$7.66K – – –
Optiver Holding
375
Optiver Holding
Netherlands
$7.52K -$12.7K -370 -63%
13 14
15
16 17

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.