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Atlantic Union Bankshares

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: 25 (+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: 384398 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$10M +$61.7K +1,813 +0.6%
Raymond James Financial
52
Raymond James Financial
Florida
$9.98M +$1.57M +46,044 +19%
Swiss National Bank
53
Swiss National Bank
Switzerland
$9.74M +$894K +26,300 +11%
Osaic Holdings
54
Osaic Holdings
Arizona
$9.48M +$7.41M +217,883 +431%
AQR Capital Management
55
AQR Capital Management
Connecticut
$9.39M +$2.37M +69,696 +35%
PA
56
Pinnacle Associates
New York
$9.26M -$323K -9,483 -3%
JP Morgan Chase
57
JP Morgan Chase
New York
$8.56M -$534K -15,697 -6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$8.37M -$4.72M -138,913 -37%
First Trust Advisors
59
First Trust Advisors
Illinois
$8.27M -$1.72M -50,620 -18%
Two Sigma Investments
60
Two Sigma Investments
New York
$7.65M -$10.8M -317,105 -59%
Barclays
61
Barclays
United Kingdom
$7.62M -$4.53M -133,341 -38%
Rafferty Asset Management
62
Rafferty Asset Management
New York
$7.5M -$508K -14,933 -7%
ProShare Advisors
63
ProShare Advisors
Maryland
$7.09M -$787K -23,133 -10%
GI
64
GAMCO Investors
Connecticut
$6.9M -$279K -8,198 -4%
Squarepoint
65
Squarepoint
New York
$6.88M +$5.89M +173,059 +792%
MFS
66
Mirabella Financial Services
United Kingdom
$6.75M -$11.6M -340,237 -64%
BCM
67
Basswood Capital Management
New York
$6.73M
Stifel Financial
68
Stifel Financial
Missouri
$6.58M +$1.11M +32,723 +21%
Truist Financial
69
Truist Financial
North Carolina
$6.4M +$616K +18,107 +11%
PCM
70
Peregrine Capital Management
Minnesota
$6.15M -$560K -16,462 -9%
Citigroup
71
Citigroup
New York
$6.1M -$3.63M -106,643 -38%
SEI Investments
72
SEI Investments
Pennsylvania
$5.89M +$23.8K +700 +0.4%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$5.7M -$195K -5,733 -3%
Canada Life
74
Canada Life
Manitoba, Canada
$5.22M +$100K +2,943 +2%
Verition Fund Management
75
Verition Fund Management
Connecticut
$5.15M -$9.09M -267,247 -65%

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.