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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$21.1M +$17.1M +480,054 +242%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$20.7M +$83.8K +2,358 +0.4%
Principal Financial Group
28
Principal Financial Group
Iowa
$20.2M +$7.6M +213,884 +49%
Jennison Associates
29
Jennison Associates
New York
$19M +$12.9K +364 +0.1%
DC
30
Davenport & Co
Virginia
$17.4M +$4.04M +113,760 +26%
SFM
31
Systematic Financial Management
New Jersey
$16.9M +$692K +19,475 +4%
AUB
32
Atlantic Union Bankshares
Virginia
$15.3M +$1.73M +48,801 +11%
SCM
33
Steadfast Capital Management
New York
$15.2M +$17.4M +488,900 New
Bank of America
34
Bank of America
North Carolina
$14.3M +$6.83M +192,289 +72%
Citadel Advisors
35
Citadel Advisors
Florida
$13.9M +$1.59M +44,878 +11%
SCA
36
Stieven Capital Advisors
Missouri
$12.9M +$14.7M +415,000 New
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M +$6.72M +189,110 +85%
FWIA
38
Fort Washington Investment Advisors
Ohio
$12.3M -$4.53M -127,399 -24%
AllianceBernstein
39
AllianceBernstein
Tennessee
$11.5M -$2.54M -71,486 -16%
N
40
Nuveen
North Carolina
$11.3M +$3.39M +95,286 +36%
Fisher Asset Management
41
Fisher Asset Management
Washington
$11.2M -$887K -24,973 -6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$10.9M -$549K -15,441 -4%
SEI Investments
43
SEI Investments
Pennsylvania
$10.6M -$9.76M -274,814 -45%
Verition Fund Management
44
Verition Fund Management
Connecticut
$9.9M +$5.64M +158,814 +100%
Citigroup
45
Citigroup
New York
$9.57M +$2.91M +81,936 +36%
Legal & General Group
46
Legal & General Group
United Kingdom
$9.49M +$1.98M +55,734 +22%
SC
47
Samlyn Capital
New York
$9.18M -$15.7K -442 -0.1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$8.49M -$42.5K -1,195 -0.4%
PA
49
Pinnacle Associates
New York
$8.15M -$38.2K -1,074 -0.4%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$7.9M +$6.86M +193,170 +320%

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.