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Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
426
Oxford Asset Management
United Kingdom
-$258K -8,293 Closed
PD
427
Point72 (DIFC)
United Arab Emirates
-$250K -8,016 Closed
OR
428
Olympiad Research
Connecticut
-$229K -7,369 Closed
ECM
429
Everence Capital Management
Indiana
-$224K -7,200 Closed
RFC
430
Regions Financial Corp
Alabama
-$204K -6,539 Closed
AOWM
431
Alpha Omega Wealth Management
Virginia
-$202K -6,494 Closed
CF
432
Claris Financial
Virginia
-$241K -6,351 Closed
Asset Management One
433
Asset Management One
Japan
-$196K -6,308 Closed
ECM
434
EMC Capital Management
Texas
-$175K -5,623 Closed
CCM
435
Coldstream Capital Management
Washington
-$145K -4,659 Closed
SWP
436
SIMA Wealth Partners
Virginia
-$27.6K -887 Closed
MG
437
Mather Group
Illinois
-$21K -673 Closed
SW
438
SVB Wealth
Massachusetts
-$18.6K -598 Closed
NICM
439
Neo Ivy Capital Management
New York
-$8.28K -266 Closed
SC
440
Sagefield Capital
Texas
-$1.93K -62 Closed
SC
441
Stephens Consulting
Michigan
-$1.25K -40 Closed
PWAM
442
Private Wealth Asset Management
Iowa
-$1.03K -33 Closed
PWA
443
Provenance Wealth Advisors
Florida
-$903 -29 Closed
CFO
444
CVA Family Office
Colorado
-$716 -23 Closed
BIA
445
Bell Investment Advisors
California
-$436 -14 Closed
GFPC
446
Global Financial Private Client
Florida
-$280 -9 Closed
HCP
447
Hexagon Capital Partners
Arkansas
-$187 -6 Closed
TFM
448
TFC Financial Management
Massachusetts
-$32 -1 Closed

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.