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Atlantic Union Bankshares

410 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, 120 increasing their positions, 164 reducing their positions, and 31 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: $ → $

27% less repeat investments, than reductions

Existing positions increased: 120 | 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
410
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
DT
376
DV Trading
Illinois
$7.06K
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$6.85K
PWMG
378
Private Wealth Management Group
New Jersey
$6.71K
FFO
379
Fortitude Family Office
Arizona
$5.86K
CSPIA
380
Cary Street Partners Investment Advisory
Virginia
$5.51K
HIA
381
Harbor Investment Advisory
Maryland
$5.37K
MASM
382
MH & Associates Securities Management
California
$4.77K
TWD
383
True Wealth Design
Ohio
$3.14K
PWA
384
Physician Wealth Advisors
Utah
$2.86K
BBHC
385
Brown Brothers Harriman & Co
New York
$2.72K
AGWCA
386
Annis Gardner Whiting Capital Advisors
Florida
$2.61K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$2.47K
JWA
388
JFS Wealth Advisors
Pennsylvania
$2.37K
LFG
389
Larson Financial Group
Missouri
$2.37K
FNWA
390
Financial Network Wealth Advisors
Utah
$1.98K
KFAS
391
Keating Financial Advisory Services
Kansas
$1.84K
RWM
392
Rialto Wealth Management
New York
$1.76K
GEA
393
Glen Eagle Advisors
New Jersey
$1.38K
HFS
394
Hughes Financial Services
Virginia
$1.34K
AW
395
Ankerstar Wealth
Texas
$883
CTC
396
Central Trust Company
Missouri
$706
KG
397
Kilter Group
New York
$601
SEP
398
Signature Equity Partners
Ohio
$600
CFO
399
CVA Family Office
Colorado
$530
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$495