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Atlantic Union Bankshares

407 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | 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: 53 (-2)

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$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
FFO
376
Fortitude Family Office
Arizona
$5.86K
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$5.51K
HIA
378
Harbor Investment Advisory
Maryland
$5.37K
MASM
379
MH & Associates Securities Management
California
$4.77K
TWD
380
True Wealth Design
Ohio
$3.14K
PWA
381
Physician Wealth Advisors
Utah
$2.86K
BBHC
382
Brown Brothers Harriman & Co
New York
$2.72K
AGWCA
383
Annis Gardner Whiting Capital Advisors
Florida
$2.61K
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$2.47K
JWA
385
JFS Wealth Advisors
Pennsylvania
$2.37K
LFG
386
Larson Financial Group
Missouri
$2.37K
FNWA
387
Financial Network Wealth Advisors
Utah
$1.98K
KFAS
388
Keating Financial Advisory Services
Kansas
$1.84K
RWM
389
Rialto Wealth Management
New York
$1.76K
GEA
390
Glen Eagle Advisors
New Jersey
$1.38K
HFS
391
Hughes Financial Services
Virginia
$1.34K
AW
392
Ankerstar Wealth
Texas
$883
CTC
393
Central Trust Company
Missouri
$706
KG
394
Kilter Group
New York
$601
SEP
395
Signature Equity Partners
Ohio
$600
CFO
396
CVA Family Office
Colorado
$530
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$495
GWM
398
Gilpin Wealth Management
Colorado
$424
BHWM
399
Bay Harbor Wealth Management
Maryland
$353
SIC
400
SJS Investment Consulting
Ohio
$318