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Atlantic Union Bankshares

433 hedge funds and large institutions have $4.39B invested in Atlantic Union Bankshares in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

34% more call options, than puts

Call options by funds: $1M | Put options by funds: $747K

5% more funds holding

Funds holding: 412433 (+21)

7% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 138

2% more capital invested

Capital invested by funds: $4.28B → $4.39B (+$102M)

0.67% more ownership

Funds ownership: 85.14%85.81% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
433
Holders Change
+21
Holders Change %
+5.1%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
148
Reduced
138
Closed
34
Calls
$1M
Puts
$747K
Net Calls
+$254K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
376
Root Financial Partners
California
$16K +$5.87K +156 +53%
C
377
Covestor
United Kingdom
$16K -$27K -718 -61%
AssetMark Inc
378
AssetMark Inc
California
$14.9K +$866 +23 +6%
DB
379
Danske Bank
Denmark
$14.3K -$113K -3,000 -88%
TPWA
380
Twin Peaks Wealth Advisors
California
$13K +$13.7K +365 New
BFS
381
Bare Financial Services
Pennsylvania
$13K +$3.2K +85 +30%
AF
382
Allworth Financial
California
$12.3K -$177K -4,713 -93%
Mitsubishi UFJ Asset Management
383
Mitsubishi UFJ Asset Management
Japan
$11.7K
FUBT
384
First United Bank & Trust
Maryland
$9.65K
RIL
385
Rothschild Investment LLC
Illinois
$9.08K +$1.69K +45 +22%
Optiver Holding
386
Optiver Holding
Netherlands
$8.97K +$1.43K +38 +18%
RTL
387
Red Tortoise LLC
Georgia
$8.69K
FHC
388
First Horizon Corporation
Tennessee
$8.58K
AFC
389
Ares Financial Consulting
California
$8.21K +$8.59K +228 New
OPTFSNA
390
Old Point Trust & Financial Services N A
Virginia
$7.76K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$7.58K +$678 +18 +9%
FFO
392
Fortitude Family Office
Arizona
$7.22K +$1.35K +36 +22%
PWMG
393
Private Wealth Management Group
New Jersey
$6.79K
KFAS
394
Keating Financial Advisory Services
Kansas
$5.93K +$4.29K +114 +219%
SGFG
395
Silver Grove Financial Group
New York
$5.93K +$6.25K +166 New
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$5.75K +$188 +5 +3%
HIA
397
Harbor Investment Advisory
Maryland
$5.43K
MASM
398
MH & Associates Securities Management
California
$4.83K
BIA
399
Bell Investment Advisors
California
$4.65K +$4.89K +130 New
TWD
400
True Wealth Design
Ohio
$3.18K