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Atlantic Union Bankshares

407 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, 117 increasing their positions, 164 reducing their positions, and 33 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: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | 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
407
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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$31.4M
LCOV
27
London Company of Virginia
Virginia
$29.9M
AUB
28
Atlantic Union Bankshares
Virginia
$29.2M
DC
29
Davenport & Co
Virginia
$27M
SCA
30
Stieven Capital Advisors
Missouri
$26.2M
Principal Financial Group
31
Principal Financial Group
Iowa
$24M
TCM
32
Tributary Capital Management
Nebraska
$23.2M
ACB
33
Aristotle Capital Boston
Massachusetts
$22.2M
MIM
34
MetLife Investment Management
New Jersey
$22M
Wellington Management Group
35
Wellington Management Group
Massachusetts
$21.6M
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$21.4M
FWIA
37
Fort Washington Investment Advisors
Ohio
$21.4M
Bank of America
38
Bank of America
North Carolina
$20.4M
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20M
VV
40
Verity & Verity
South Carolina
$18.3M
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.4M
UBS Group
42
UBS Group
Switzerland
$16.8M
Wells Fargo
43
Wells Fargo
California
$15.9M
KCM
44
Kennedy Capital Management
Missouri
$15.4M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$14M
Fisher Asset Management
46
Fisher Asset Management
Washington
$12.7M
Legal & General Group
47
Legal & General Group
United Kingdom
$12.6M
SEI Investments
48
SEI Investments
Pennsylvania
$12.4M
AllianceBernstein
49
AllianceBernstein
Tennessee
$11.8M
UBS AM
50
UBS AM
Illinois
$11.2M