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Atlantic Union Bankshares

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398412 (+14)

1.86% more ownership

Funds ownership: 83.28%85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | 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
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$31.4M +$5.27M +153,266 +21%
LCOV
27
London Company of Virginia
Virginia
$29.9M -$1.28M -37,125 -4%
AUB
28
Atlantic Union Bankshares
Virginia
$29.2M -$304K -8,838 -1%
DC
29
Davenport & Co
Virginia
$27M -$2.26M -65,774 -8%
SCA
30
Stieven Capital Advisors
Missouri
$26.2M +$2M +58,300 +9%
Principal Financial Group
31
Principal Financial Group
Iowa
$24M -$305K -8,885 -1%
TCM
32
Tributary Capital Management
Nebraska
$23.2M -$1.7M -49,329 -7%
ACB
33
Aristotle Capital Boston
Massachusetts
$22.2M +$21.6M +628,018 New
MIM
34
MetLife Investment Management
New Jersey
$22M -$138K -4,013 -0.6%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$21.6M -$5.97M -173,803 -22%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$21.4M +$19.8M +576,891 +1,956%
FWIA
37
Fort Washington Investment Advisors
Ohio
$21.4M -$3.94M -114,753 -16%
Bank of America
38
Bank of America
North Carolina
$20.4M -$3.36M -97,742 -14%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20M -$3.16M -92,013 -14%
VV
40
Verity & Verity
South Carolina
$18.3M +$467K +13,591 +3%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.4M -$2.15M -62,694 -11%
UBS Group
42
UBS Group
Switzerland
$16.8M +$1.61M +46,867 +11%
Wells Fargo
43
Wells Fargo
California
$15.9M +$2.67M +77,619 +21%
KCM
44
Kennedy Capital Management
Missouri
$15.4M +$4.24M +123,298 +40%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$14M -$813K -23,651 -6%
Fisher Asset Management
46
Fisher Asset Management
Washington
$12.7M +$1.31K +38 +0%
Legal & General Group
47
Legal & General Group
United Kingdom
$12.6M -$827K -24,067 -6%
SEI Investments
48
SEI Investments
Pennsylvania
$12.4M +$6.37M +185,486 +111%
AllianceBernstein
49
AllianceBernstein
Tennessee
$11.8M -$2.9M -84,357 -20%
UBS AM
50
UBS AM
Illinois
$11.2M +$105K +3,070 +1%