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Atlantic Union Bankshares
AUB

398 hedge funds and large institutions have $4.19B invested in Atlantic Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

14% more capital invested

Capital invested by funds: $3.68B → $4.19B (+$512M)

4% more funds holding

Funds holding: 384 → 398 (+14)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0.81% more ownership

Funds ownership: 82.47% → 83.28% (+0.81%)

73% less call options, than puts

Call options by funds: $370K | Put options by funds: $1.38M

Holders
398
Holders Change
+14
Holders Change %
+3.65%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
143
Reduced
133
Closed
34
Calls
$370K
Puts
$1.38M
Net Calls
-$1.01M
Net Calls Change
-$515K

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$58.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$43.7M
3
NRCM
North Reef Capital Management
California
+$32.8M
4
N
Nuveen
North Carolina
+$22.7M
5
KCM
Kennedy Capital Management
Missouri
+$10.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16.7M
2
SCM
Steadfast Capital Management
New York
-$15.1M
3
MFS
Mirabella Financial Services
United Kingdom
-$11.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$10.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$29.5M +$4.05M +119,169 +17%
DC
27
Davenport & Co
Virginia
$29.3M +$3.46M +101,633 +14%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$27.7M +$1.27M +37,422 +5%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$26.8M -$916K -26,943 -3%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$26M +$2.13M +62,614 +9%
FWIA
31
Fort Washington Investment Advisors
Ohio
$25.4M +$9.58M +281,652 +64%
TCM
32
Tributary Capital Management
Nebraska
$25M -$1.07M -31,596 -4%
Principal Financial Group
33
Principal Financial Group
Iowa
$24.3M -$622K -18,280 -3%
SCA
34
Stieven Capital Advisors
Missouri
$24.2M +$34K +1,000 +0.1%
Bank of America
35
Bank of America
North Carolina
$23.8M +$861K +25,329 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$23.3M +$2.2M +64,806 +11%
Jennison Associates
37
Jennison Associates
New York
$22.3M -$572K -16,812 -3%
MIM
38
MetLife Investment Management
New Jersey
$22.1M -$115K -3,369 -0.5%
SCM
39
Steadfast Capital Management
New York
$19.7M -$15.1M -443,800 -44%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.6M +$2.39M +70,159 +14%
VV
41
Verity & Verity
South Carolina
$17.8M +$3.92M +115,245 +30%
UBS Group
42
UBS Group
Switzerland
$15.1M -$1.55M -45,565 -10%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$14.8M -$111K -3,255 -0.8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$14.8M -$708K -20,823 -5%
Legal & General Group
45
Legal & General Group
United Kingdom
$13.4M +$82.4K +2,422 +0.6%
Wells Fargo
46
Wells Fargo
California
$13.2M +$707K +20,775 +6%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$12.7M +$1.42M +41,805 +13%
Fisher Asset Management
48
Fisher Asset Management
Washington
$12.7M -$46.9K -1,380 -0.4%
UBS AM
49
UBS AM
Illinois
$11.1M -$5.8M -170,650 -35%
KCM
50
Kennedy Capital Management
Missouri
$11M +$10.6M +311,756 New
1
2
3 4 5

AUB Hedge Fund Activity: Q3 2025 in Review

398 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 34 closed out — a net gain of 17 holders — while 143 added to existing stakes and 133 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $58.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 398 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2025, up from 384 in Q2 2025.
  • Funds reported $4.19B of Atlantic Union Bankshares stock for Q3 2025, up 14% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q3 2025 and 34 closed out, a net change of +17 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2025 was Congress Asset Management, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.