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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
HA
201
Harbor Advisors
Florida
$581K
Jones Financial Companies
202
Jones Financial Companies
Missouri
$574K +$167K +4,701 +34%
Osaic Holdings
203
Osaic Holdings
Arizona
$560K +$276K +7,775 +76%
KK
204
KLP Kapitalforvaltning
Norway
$559K
TFG
205
Taylor Financial Group
Virginia
$552K -$640 -18 -0.1%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$532K +$87.5K +2,464 +17%
SL
207
Salomon & Ludwin
Virginia
$527K
CCAM
208
Cascades Capital Asset Management
North Carolina
$522K
HighTower Advisors
209
HighTower Advisors
Illinois
$510K -$85.5K -2,406 -13%
TPI
210
Trust Point Inc
Wisconsin
$510K -$262K -7,373 -31%
RMC
211
Resources Management Corp
Connecticut
$473K
UCI
212
Uncommon Cents Investing
Wisconsin
$471K -$28.9K -814 -5%
SCA
213
Sander Capital Advisors
Washington
$468K
ET
214
Entropy Technologies
New York
$463K +$323K +9,080 +157%
EC
215
EntryPoint Capital
New York
$454K +$518K +14,589 New
BPC
216
Banque Pictet & Cie
Switzerland
$448K +$511K +14,391 New
GLLW
217
Graves Light Lenhart Wealth
Virginia
$437K
US Bancorp
218
US Bancorp
Minnesota
$433K +$2.56K +72 +0.5%
LNB
219
Ledyard National Bank
$421K +$497 +14 +0.1%
HWM
220
HB Wealth Management
Georgia
$411K +$469K +13,206 New
First Manhattan
221
First Manhattan
New York
$411K
NAAA
222
New Age Alpha Advisors
New York
$403K +$460K +12,952 New
MML Investors Services
223
MML Investors Services
Massachusetts
$402K +$88.7K +2,497 +24%
Pictet Asset Management
224
Pictet Asset Management
Switzerland
$400K +$33K +928 +8%
GS
225
GTS Securities
New York
$360K +$220K +6,197 +115%

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.