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Atlantic Union Bankshares

357 hedge funds and large institutions have $2.82B invested in Atlantic Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $866K | Put options by funds: $570K

50% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 92

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6.54% more ownership

Funds ownership: 93.86%100.4% (+6.5%)

5% more funds holding

Funds holding: 339357 (+18)

12% less capital invested

Capital invested by funds: $3.19B → $2.82B (-$373M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
138
Reduced
92
Closed
41
Calls
$866K
Puts
$570K
Net Calls
+$296K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$718K -$546K -15,367 -40%
SM
177
Salzhauer Michael
$707K
CA
178
Clearstead Advisors
Ohio
$698K
DOA
179
D'Orazio & Associates
Virginia
$695K
SO
180
STRS Ohio
Ohio
$692K +$665K +18,730 +535%
TA
181
Teton Advisors
New York
$691K -$42.6K -1,200 -5%
Walleye Capital
182
Walleye Capital
New York
$675K -$326K -9,186 -30%
HWA
183
Heritage Wealth Advisors
Virginia
$660K -$1.71K -48 -0.2%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$658K +$286K +8,039 +61%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$636K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$636K +$311K +8,750 +75%
CWM
187
CIBC World Markets
New York
$618K +$408K +11,476 +137%
CDWM
188
Campbell Deegan Wealth Management
Virginia
$617K
EGM
189
Engineers Gate Manager
New York
$617K +$704K +19,802 New
LCM
190
Landscape Capital Management
New Jersey
$616K -$924 -26 -0.1%
FCP
191
Fidelis Capital Partners
Florida
$614K +$811K +22,815 New
FNBT
192
FineMark National Bank & Trust
Florida
$610K
WPC
193
White Pine Capital
Minnesota
$609K -$466K -13,129 -40%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$601K +$273K +7,674 +66%
GWM
195
Geneos Wealth Management
Colorado
$598K +$450K +12,664 +249%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$596K +$21.8K +614 +3%
PFSRSONJ
197
Police & Firemen's Retirement System of New Jersey
New Jersey
$593K
MOACM
198
Mutual of America Capital Management
New York
$590K +$190K +5,356 +39%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$582K +$664K +18,677 New
IB
200
Intrust Bank
Kansas
$582K -$122K -3,444 -16%

AUB Hedge Fund Activity: Q1 2025 in Review

357 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2025, worth a combined $2.82B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AUB positions and 41 closed out — a net gain of 20 holders — while 138 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.1M.

  • 357 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2025, up from 339 in Q4 2024.
  • Funds reported $2.82B of Atlantic Union Bankshares stock for Q1 2025, down 12% quarter-over-quarter.
  • 61 funds opened new Atlantic Union Bankshares positions in Q1 2025 and 41 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2025 was Morgan Stanley, an estimated $58.9M added.
  • The largest Atlantic Union Bankshares seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.