We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
126
SPC Financial Inc
Maryland
$1.78M +$1.64M +56,870 New
HFS
127
Hantz Financial Services
Michigan
$1.77M +$860K +29,801 +111%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$1.77M +$521K +18,063 +47%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$963K +33,348 +174%
CSP
130
Cary Street Partners
Virginia
$1.74M -$485K -16,807 -23%
DFCM
131
Dark Forest Capital Management
Puerto Rico
$1.71M -$789K -27,323 -33%
YCM
132
Yousif Capital Management
Michigan
$1.68M +$591K +20,493 +62%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$1.66M +$277K +9,584 +22%
CCM
134
Canal Capital Management
Virginia
$1.66M -$212K -7,343 -12%
DIA
135
Dana Investment Advisors
Wisconsin
$1.66M +$12K +415 +0.8%
GWI
136
Grace & White Inc
New York
$1.64M +$1.51M +52,326 New
Mariner
137
Mariner
Kansas
$1.6M +$678K +23,486 +85%
Osaic Holdings
138
Osaic Holdings
Arizona
$1.58M +$939K +32,518 +181%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.57M +$276K +9,556 +23%
Man Group
140
Man Group
United Kingdom
$1.56M -$158K -5,470 -10%
SAM
141
Silvercrest Asset Management
New York
$1.47M
SG
142
StoneX Group
New York
$1.45M +$1.34M +46,261 New
OLA
143
Oliver Luxxe Assets
New Jersey
$1.42M -$707K -24,498 -35%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$1.41M +$507K +17,570 +64%
JG
145
Jain Global
New York
$1.35M +$1.24M +43,028 New
FGP
146
Freestone Grove Partners
California
$1.34M +$1.24M +42,846 New
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.34M +$678K +23,501 +122%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$1.31M +$110K +3,818 +10%
HighTower Advisors
149
HighTower Advisors
Illinois
$1.3M +$728K +25,236 +154%
Holocene Advisors
150
Holocene Advisors
New York
$1.29M +$1.19M +41,212 New

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.