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Atlantic Union Bankshares
AUB

Overview Fund Activity

353 hedge funds and large institutions have $2.81B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+16
Holders Change %
+4.75%
% of All Funds
4.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
133
Reduced
91
Closed
42
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30.5M
3
State Street
State Street
Massachusetts
+$25.2M
4
Millennium Management
Millennium Management
New York
+$21.4M
5
Invesco
Invesco
Georgia
+$21.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29M
2
SFM
Soros Fund Management
New York
-$21.8M
3
KCM
Kodai Capital Management
Illinois
-$19.5M
4
CVA
Ceredex Value Advisors
Florida
-$12.3M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
376
Occudo Quantitative Strategies
Florida
– -$317K -8,367 Closed
QC
377
Quadrature Capital
United Kingdom
– -$310K -8,173 Closed
BC
378
Bridgefront Capital
Texas
– -$300K -7,916 Closed
LSV Asset Management
379
LSV Asset Management
Illinois
– -$299K -7,900 Closed
CL
380
Choreo LLC
Illinois
– -$236K -6,224 Closed
PI
381
Parkside Investments
Illinois
– -$229K -6,058 Closed
SC
382
Savant Capital
Illinois
– -$228K -6,018 Closed
PIFP
383
Partners in Financial Planning
Virginia
– -$227K -6,000 Closed
AI
384
Atria Investments
North Carolina
– -$221K -5,834 Closed
OSAM
385
O'Shaughnessy Asset Management
Connecticut
– -$212K -5,596 Closed
Mackenzie Financial
386
Mackenzie Financial
Ontario, Canada
– -$211K -5,566 Closed
ZIC
387
ZWJ Investment Counsel
Georgia
– -$203K -5,361 Closed
OP
388
ORG Partners
Indiana
– -$125K -3,309 Closed
VWM
389
Venturi Wealth Management
Texas
– -$90.9K -2,400 Closed
CFGS
390
Concourse Financial Group Securities
Alabama
– -$55.9K -1,475 Closed
RS
391
R Squared
Hong Kong
– -$27.7K -730 Closed
WAM
392
Wolverine Asset Management
Illinois
– -$19.2K -508 Closed
CIAM
393
Caitong International Asset Management
Hong Kong
– -$13.1K -347 Closed
GM
394
GeoWealth Management
Illinois
– -$2.35K -62 Closed
FFO
395
Fortitude Family Office
Arizona
– -$795 -21 Closed
AAP
396
Arax Advisory Partners
Colorado
– -$266 -7 Closed
12 13 14 15
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