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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Prudential Financial
76
Prudential Financial
New Jersey
$5.06M -$172K -5,065 -3%
Millennium Management
77
Millennium Management
New York
$4.93M +$4.75M +139,600 New
HA
78
Homestead Advisers
Virginia
$4.92M – – –
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$4.72M +$442K +12,983 +11%
DDPIC
80
Deroy & Devereaux Private Investment Counsel
Michigan
$4.29M +$987K +29,010 +31%
GF
81
Gabelli Funds
New York
$4.27M – – –
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$4.26M +$205K +6,026 +5%
Universal-Beteiligungs- und Servicegesellschaft
83
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.19M +$1.27M +37,436 +46%
KAS
84
Kestra Advisory Services
Texas
$4.02M +$1.7K +50 +0%
LPL Financial
85
LPL Financial
California
$3.99M +$126K +3,693 +3%
Lazard Asset Management
86
Lazard Asset Management
New York
$3.95M +$3.81M +111,932 New
Deutsche Bank
87
Deutsche Bank
Germany
$3.9M -$1.73M -50,851 -32%
Cerity Partners
88
Cerity Partners
New York
$3.89M +$144K +4,244 +4%
BIMC
89
Benson Investment Management Company
Virginia
$3.8M +$12.1K +355 +0.3%
M
90
Murchinson
Ontario, Canada
$3.77M – – –
PFC
91
Phocas Financial Corp
California
$3.75M +$3.61M +106,159 New
Brown Advisory
92
Brown Advisory
Maryland
$3.67M -$37.3K -1,096 -1%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$3.56M +$116K +3,421 +4%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$3.54M +$345K +10,145 +11%
RA
95
Royce & Associates
New York
$3.32M +$544K +16,000 +20%
IA
96
Inspire Advisors
Idaho
$3.31M -$143K -4,216 -4%
MCM
97
Maltese Capital Management
New York
$3.25M -$867K -25,500 -22%
Creative Planning
98
Creative Planning
Kansas
$3.24M -$128K -3,763 -4%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$3.18M – – –
EPCA
100
Elizabeth Park Capital Advisors
Ohio
$3.02M +$325K +9,555 +13%
2 3
4
5 6

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.