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Atlantic Union Bankshares

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: 398412 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
376
Rothschild Investment LLC
Illinois
$7.38K +$825 +24 +13%
DT
377
DV Trading
Illinois
$7.06K +$6.87K +200 New
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$6.85K
PWMG
379
Private Wealth Management Group
New Jersey
$6.71K
FFO
380
Fortitude Family Office
Arizona
$5.86K
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$5.51K -$515 -15 -9%
HIA
382
Harbor Investment Advisory
Maryland
$5.37K
MASM
383
MH & Associates Securities Management
California
$4.77K +$4.64K +135 New
BWA
384
Basecamp Wealth Advisors
Washington
$3.46K +$3.37K +98 New
TWD
385
True Wealth Design
Ohio
$3.14K -$34 -1 -1%
PWA
386
Physician Wealth Advisors
Utah
$2.86K +$1.03K +30 +59%
BBHC
387
Brown Brothers Harriman & Co
New York
$2.72K +$2.65K +77 New
AGWCA
388
Annis Gardner Whiting Capital Advisors
Florida
$2.61K -$103 -3 -4%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$2.47K
JWA
390
JFS Wealth Advisors
Pennsylvania
$2.37K +$928 +27 +68%
LFG
391
Larson Financial Group
Missouri
$2.37K
FNWA
392
Financial Network Wealth Advisors
Utah
$1.98K
KFAS
393
Keating Financial Advisory Services
Kansas
$1.84K +$1.79K +52 New
RWM
394
Rialto Wealth Management
New York
$1.76K +$137 +4 +9%
GEA
395
Glen Eagle Advisors
New Jersey
$1.38K
HFS
396
Hughes Financial Services
Virginia
$1.34K
AW
397
Ankerstar Wealth
Texas
$883 +$859 +25 New
CTC
398
Central Trust Company
Missouri
$706 +$687 +20 New
KG
399
Kilter Group
New York
$601 -$893 -26 -60%
SEP
400
Signature Equity Partners
Ohio
$600 +$584 +17 New