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Atlantic Union Bankshares
AUB

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398 → 412 (+14)

1.86% more ownership

Funds ownership: 83.28% → 85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | 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: 5 → 3 (-2)

Holders
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$84.7M
2
SG Americas Securities
SG Americas Securities
New York
+$51.9M
3
NRCM
North Reef Capital Management
California
+$29.5M
4
ACB
Aristotle Capital Boston
Massachusetts
+$21.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$26.8M
3
SCM
Steadfast Capital Management
New York
-$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
WB
126
WesBanco Bank
West Virginia
$2.21M – – –
SSWM
127
Smith Salley Wealth Management
North Carolina
$2.19M -$27.3K -795 -1%
Squarepoint
128
Squarepoint
New York
$2.15M -$4.6M -133,991 -69%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$2.1M -$3.61K -105 -0.2%
FHC
130
Forest Hill Capital
Arkansas
$2.07M – – –
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$88.2K +2,568 +5%
Citadel Advisors
132
Citadel Advisors
Florida
$2M -$31.9M -928,451 -94%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$1.97M +$473K +13,772 +33%
HFS
134
Hantz Financial Services
Michigan
$1.96M -$167K -4,874 -8%
AC
135
AlphaCore Capital
California
$1.94M +$1.89M +54,972 New
CCM
136
Canal Capital Management
Virginia
$1.93M +$48.1K +1,401 +3%
KCM
137
Kennondale Capital Management
Virginia
$1.88M – – –
GWI
138
Grace & White Inc
New York
$1.85M -$34 -1 -0%
BTI
139
Blue Trust Inc
Georgia
$1.76M -$195K -5,680 -10%
IIM
140
INTECH Investment Management
Florida
$1.76M – – –
DIA
141
Dana Investment Advisors
Wisconsin
$1.71M -$258K -7,499 -13%
CSP
142
Cary Street Partners
Virginia
$1.71M -$394K -11,458 -19%
BCI
143
Brinker Capital Investments
Pennsylvania
$1.7M -$179K -5,219 -10%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$1.68M +$437K +12,715 +36%
ACM
145
Ategra Capital Management
Virginia
$1.64M -$942K -27,400 -37%
SAM
146
Silvercrest Asset Management
New York
$1.64M -$21.3K -620 -1%
MCM
147
MAI Capital Management
Ohio
$1.63M +$321K +9,341 +25%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.58M -$94K -2,735 -6%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.58M -$47.7K -1,389 -3%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$1.55M -$357K -10,375 -19%
4 5
6
7 8

AUB Hedge Fund Activity: Q4 2025 in Review

412 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2025, worth a combined $4.28B — up 2.3% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AUB positions and 31 closed out — a net gain of 20 holders — while 121 added to existing stakes and 164 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $84.7M. The largest seller was Citadel Advisors, cutting an estimated $31.9M.

  • 412 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2025, up from 398 in Q3 2025.
  • Funds reported $4.28B of Atlantic Union Bankshares stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 51 funds opened new Atlantic Union Bankshares positions in Q4 2025 and 31 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $84.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2025 was Citadel Advisors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2025.