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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
CFO
401
CVA Family Office
Colorado
$530 +$515 +15 New
DPW
402
DiNuzzo Private Wealth
Pennsylvania
$495 +$34 +1 +8%
GWM
403
Gilpin Wealth Management
Colorado
$424 +$412 +12 New
BHWM
404
Bay Harbor Wealth Management
Maryland
$353 +$206 +6 +150%
SIC
405
SJS Investment Consulting
Ohio
$318
HI
406
Harbour Investments
Wisconsin
$318 +$309 +9 New
HIA
407
HFM Investment Advisors
New Jersey
$283 +$69 +2 +33%
NRG
408
Nemes Rush Group
Michigan
$212 +$206 +6 New
SS
409
SBI Securities
Japan
$177 -$715K -20,813 -100%
CMA
410
Cedar Mountain Advisors
Oregon
$141
OC
411
Optima Capital
Oregon
$106 +$103 +3 New
DF
412
Dunhill Financial
United Kingdom
$104 +$103 +3 New
Massachusetts Financial Services
413
Massachusetts Financial Services
Massachusetts
-$26.8M -758,084 Closed
SCM
414
Steadfast Capital Management
New York
-$19.7M -557,200 Closed
MFS
415
Mirabella Financial Services
United Kingdom
-$6.75M -191,238 Closed
MCM
416
Maltese Capital Management
New York
-$3.25M -92,000 Closed
NIG
417
NFJ Investment Group
Texas
-$2.92M -82,744 Closed
ACL
418
Azora Capital LP
Florida
-$2.51M -71,211 Closed
IFU
419
iSAM Funds (UK)
United Kingdom
-$1.04M -29,466 Closed
P
420
Pitcairn
Pennsylvania
-$779K -22,066 Closed
BHCM
421
Brevan Howard Capital Management
Jersey
-$778K -22,046 Closed
WI
422
WBI Investments
New Jersey
-$771K -21,844 Closed
Teacher Retirement System of Texas
423
Teacher Retirement System of Texas
Texas
-$656K -18,576 Closed
Nomura Holdings
424
Nomura Holdings
Japan
-$633K -17,951 Closed
IPW
425
Impact Partnership Wealth
Georgia
-$556K -15,748 Closed