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Atlantic Union Bankshares

407 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

29% less repeat investments, than reductions

Existing positions increased: 117 | 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
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$1.15M
Net Calls
Net Calls Change

Top Sellers

1 -$31.9M
2 -$26.8M
3 -$19.7M
4
Jennison Associates
Jennison Associates
New York
-$13.6M
5
BlackRock
BlackRock
New York
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
126
Smith Salley Wealth Management
North Carolina
$2.19M
Squarepoint
127
Squarepoint
New York
$2.15M
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$2.1M
FHC
129
Forest Hill Capital
Arkansas
$2.07M
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$2.04M
Citadel Advisors
131
Citadel Advisors
Florida
$2M
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.97M
HFS
133
Hantz Financial Services
Michigan
$1.96M
AC
134
AlphaCore Capital
California
$1.94M
CCM
135
Canal Capital Management
Virginia
$1.93M
KCM
136
Kennondale Capital Management
Virginia
$1.88M
GWI
137
Grace & White Inc
New York
$1.85M
BTI
138
Blue Trust Inc
Georgia
$1.76M
IIM
139
INTECH Investment Management
Florida
$1.76M
DIA
140
Dana Investment Advisors
Wisconsin
$1.71M
CSP
141
Cary Street Partners
Virginia
$1.71M
BCI
142
Brinker Capital Investments
Pennsylvania
$1.7M
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$1.68M
ACM
144
Ategra Capital Management
Virginia
$1.64M
SAM
145
Silvercrest Asset Management
New York
$1.64M
MCM
146
MAI Capital Management
Ohio
$1.63M
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1.58M
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1.58M
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$1.55M
Comerica Bank
150
Comerica Bank
Texas
$1.54M