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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
TCM
26
Tributary Capital Management
Nebraska
$23.1M +$1.61M +55,921 +8%
DC
27
Davenport & Co
Virginia
$22.7M +$4.8M +166,350 +30%
AUB
28
Atlantic Union Bankshares
Virginia
$22.4M +$6.55M +227,085 +46%
Principal Financial Group
29
Principal Financial Group
Iowa
$22.1M +$1.65M +57,155 +9%
SCA
30
Stieven Capital Advisors
Missouri
$21.4M +$7.75M +268,357 +65%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$20.9M -$204K -7,064 -1%
Bank of America
32
Bank of America
North Carolina
$20.3M +$5.48M +189,789 +41%
Jennison Associates
33
Jennison Associates
New York
$20.3M +$1.11M +38,333 +6%
MIM
34
MetLife Investment Management
New Jersey
$19.7M +$16.7M +577,523 +1,092%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$18.6M +$7.05M +244,412 +70%
Two Sigma Investments
36
Two Sigma Investments
New York
$16.7M -$7.02M -243,059 -31%
MFS
37
Mirabella Financial Services
United Kingdom
$16.6M +$15.3M +531,475 New
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$16.3M +$15M +520,588 New
N
39
Nuveen
North Carolina
$16.1M +$4.32M +149,791 +41%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.2M +$2.1M +72,921 +18%
UBS AM
41
UBS AM
Illinois
$15.2M +$6.82M +236,299 +95%
UBS Group
42
UBS Group
Switzerland
$14.8M -$5.89M -204,078 -30%
AllianceBernstein
43
AllianceBernstein
Tennessee
$13.8M +$2.04M +70,682 +19%
FWIA
44
Fort Washington Investment Advisors
Ohio
$13.7M +$1.24M +42,868 +11%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.3M +$4.37M +151,535 +56%
Verition Fund Management
46
Verition Fund Management
Connecticut
$12.9M +$2.75M +95,436 +30%
VV
47
Verity & Verity
South Carolina
$12.2M +$11.2M +389,175 New
Legal & General Group
48
Legal & General Group
United Kingdom
$11.8M +$2.11M +73,022 +24%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$11.8M +$7.39M +255,927 +213%
Fisher Asset Management
50
Fisher Asset Management
Washington
$11.3M +$39.1K +1,353 +0.4%

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.