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Atlantic Union Bankshares
AUB

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: 357 → 384 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$233M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
EARNEST Partners
EARNEST Partners
Georgia
+$78.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$64.5M
5
Franklin Resources
Franklin Resources
California
+$47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$74.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$39.3M
3
Millennium Management
Millennium Management
New York
-$35.4M
4
Ameriprise
Ameriprise
Minnesota
-$27.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
151
Amalgamated Bank
New York
$1.27M +$177K +6,124 +18%
BFM
152
Boothbay Fund Management
New York
$1.26M -$5.31K -184 -0.5%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$1.25M +$312K +10,808 +37%
HAI
154
Hennessy Advisors Inc
California
$1.25M +$1.15M +40,000 New
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M +$406K +14,064 +55%
ASRS
156
Arizona State Retirement System
Arizona
$1.19M +$358K +12,417 +48%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$1.18M +$409K +14,168 +60%
BOCM
158
Bontempo Ohly Capital Management
Maryland
$1.17M +$1.08M +37,519 New
State Board of Administration of Florida Retirement System
159
State Board of Administration of Florida Retirement System
Florida
$1.14M +$325K +11,271 +45%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$1.14M -$291K -10,096 -22%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.14M +$446K +15,446 +73%
AAG
162
Accordant Advisory Group
Maryland
$1.12M +$1.04M +35,881 New
WW
163
Winnow Wealth
Texas
$1.12M +$1.04M +35,881 New
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$1.11M +$740K +25,647 +257%
BHCM
165
Brevan Howard Capital Management
Jersey
$1.1M -$1.13M -39,128 -53%
State of Wisconsin Investment Board
166
State of Wisconsin Investment Board
Wisconsin
$1.07M +$250K +8,651 +34%
TA
167
Teton Advisors
New York
$1.05M +$326K +11,300 +51%
BIA
168
Beacon Investment Advisors
Maryland
$1.04M +$750K +26,001 +356%
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$1.02M – – –
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$1.02M +$77.9K +2,700 +9%
CA
171
Clearstead Advisors
Ohio
$1.01M +$287K +9,941 +44%
PFSRSONJ
172
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.01M +$380K +13,168 +69%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$987K -$44.5K -1,541 -5%
New York State Teachers Retirement System (NYSTRS)
174
New York State Teachers Retirement System (NYSTRS)
New York
$981K +$54.8K +1,900 +6%
DLP
175
De Lisle Partners
United Kingdom
$949K +$629K +21,785 +255%
5 6
7
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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.