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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
IA
376
IFP Advisors
Florida
$5.65K +$5.44K +160 New
HIA
377
Harbor Investment Advisory
Maryland
$5.36K
TWD
378
True Wealth Design
Ohio
$3.18K
HWM
379
Hemington Wealth Management
Virginia
$3K +$2.25K +66 +147%
AGWCA
380
Annis Gardner Whiting Capital Advisors
Florida
$2.72K +$102 +3 +4%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$2.47K +$612 +18 +35%
LFG
382
Larson Financial Group
Missouri
$2.36K +$986 +29 +76%
FNWA
383
Financial Network Wealth Advisors
Utah
$1.98K +$1.91K +56 New
SIC
384
Salem Investment Counselors
North Carolina
$1.91K
PWA
385
Physician Wealth Advisors
Utah
$1.8K
RWM
386
Rialto Wealth Management
New York
$1.62K +$102 +3 +7%
KG
387
Kilter Group
New York
$1.52K
JWA
388
JFS Wealth Advisors
Pennsylvania
$1.41K -$34 -1 -2%
GEA
389
Glen Eagle Advisors
New Jersey
$1.38K
CT
390
Clearstead Trust
Maine
$1.31K
HFS
391
Hughes Financial Services
Virginia
$1.24K
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$465
SIC
393
SJS Investment Consulting
Ohio
$318
HIA
394
HFM Investment Advisors
New Jersey
$212 +$102 +3 +100%
BHWM
395
Bay Harbor Wealth Management
Maryland
$141 +$34 +1 +33%
CMA
396
Cedar Mountain Advisors
Oregon
$141 +$136 +4 New
Renaissance Technologies
397
Renaissance Technologies
New York
-$10.7M -342,002 Closed
FL
398
Fourthstone LLC
Missouri
-$10.1M -321,400 Closed
Two Sigma Advisers
399
Two Sigma Advisers
New York
-$4.85M -155,139 Closed
QT
400
Quantbot Technologies
New York
-$3.89M -124,515 Closed

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.