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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
FHC
126
Forest Hill Capital
Arkansas
$2.07M
SFI
127
SPC Financial Inc
Maryland
$2.01M
CRC
128
Curi RMB Capital
Illinois
$2M +$1.06M +31,037 +122%
DIA
129
Dana Investment Advisors
Wisconsin
$1.98M +$105K +3,083 +6%
BTI
130
Blue Trust Inc
Georgia
$1.96M +$1.44M +42,361 +323%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.91M +$38.4K +1,129 +2%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$1.9M +$8.43K +248 +0.5%
KCM
133
Kennondale Capital Management
Virginia
$1.88M +$969K +28,480 +115%
BCI
134
Brinker Capital Investments
Pennsylvania
$1.88M +$104K +3,066 +6%
CCM
135
Canal Capital Management
Virginia
$1.88M +$6.09K +179 +0.3%
GWI
136
Grace & White Inc
New York
$1.85M
Comerica Bank
137
Comerica Bank
Texas
$1.8M -$290K -8,536 -14%
MCA
138
Mendon Capital Advisors
Florida
$1.76M +$1.7M +50,000 New
IIM
139
INTECH Investment Management
Florida
$1.76M -$1.03M -30,364 -38%
BCM
140
Bridgeway Capital Management
Texas
$1.68M +$1.62M +47,600 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$1.68M -$445K -13,076 -22%
SAM
142
Silvercrest Asset Management
New York
$1.66M
OLA
143
Oliver Luxxe Assets
New Jersey
$1.64M +$35.9K +1,056 +2%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.63M -$903K -26,542 -37%
YCM
145
Yousif Capital Management
Michigan
$1.58M -$304K -8,949 -17%
Mariner
146
Mariner
Kansas
$1.57M -$233K -6,841 -13%
HighTower Advisors
147
HighTower Advisors
Illinois
$1.49M +$22.9K +673 +2%
ASRS
148
Arizona State Retirement System
Arizona
$1.49M +$136K +3,991 +10%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$1.48M -$25.6K -752 -2%
QCM
150
Quantinno Capital Management
New York
$1.46M +$385K +11,318 +38%

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.