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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
AB
151
Amalgamated Bank
New York
$1.44M +$7.04K +207 +0.5%
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.43M +$284K +8,363 +26%
BFM
153
Boothbay Fund Management
New York
$1.41M -$8.64K -254 -0.6%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M
BOCM
155
Bontempo Ohly Capital Management
Maryland
$1.32M
MCM
156
MAI Capital Management
Ohio
$1.3M +$1.05M +30,844 +522%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$1.29M +$345K +10,159 +38%
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$1.29M +$27.6K +812 +2%
State Board of Administration of Florida Retirement System
159
State Board of Administration of Florida Retirement System
Florida
$1.29M
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M -$9.66K -284 -0.8%
AAG
161
Accordant Advisory Group
Maryland
$1.28M +$12.4K +364 +1%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$1.24M +$210K +6,163 +22%
HAI
163
Hennessy Advisors Inc
California
$1.24M -$170K -5,000 -13%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$1.23M +$697K +20,490 +142%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$1.23M -$175K -5,155 -13%
BIA
166
Beacon Investment Advisors
Maryland
$1.21M +$30.3K +891 +3%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$1.2M +$398K +11,700 +53%
TA
168
Teton Advisors
New York
$1.14M -$44.2K -1,300 -4%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$1.13M -$13.6K -400 -1%
New York State Teachers Retirement System (NYSTRS)
170
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M +$3.4K +100 +0.3%
CWM
171
Connecticut Wealth Management
Connecticut
$1.07M
A
172
AlphaQuest
New York
$1.06M +$9.9K +291 +1%
KK
173
KLP Kapitalforvaltning
Norway
$1.05M +$68K +2,000 +7%
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
$1.04M -$16.7M -491,102 -94%
IFU
175
iSAM Funds (UK)
United Kingdom
$1.04M +$1M +29,466 New

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.