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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
HA
201
Harbor Advisors
Florida
$658K
BPA
202
Beacon Pointe Advisors
California
$657K -$231K -6,799 -27%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$656K -$43.4K -1,276 -6%
Nomura Holdings
204
Nomura Holdings
Japan
$633K +$610K +17,951 New
SL
205
Salomon & Ludwin
Virginia
$624K +$19.4K +570 +3%
TW
206
TritonPoint Wealth
Maryland
$618K +$10.8K +317 +2%
VPIM
207
Vanguard Personalized Indexing Management
California
$605K +$50.5K +1,485 +9%
TPI
208
Trust Point Inc
Wisconsin
$588K +$222K +6,530 +65%
SM
209
Salzhauer Michael
$585K
VA
210
Vident Advisory
Georgia
$570K +$549K +16,153 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$565K +$17K +501 +3%
MOACM
212
Mutual of America Capital Management
New York
$563K -$79.5K -2,337 -13%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$563K +$108K +3,177 +25%
M&T Bank
214
M&T Bank
New York
$562K -$6.87K -202 -1%
IPW
215
Impact Partnership Wealth
Georgia
$556K +$5.34K +157 +1%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$555K -$510 -15 -0.1%
DOA
217
D'Orazio & Associates
Virginia
$550K -$229K -6,732 -30%
GWM
218
Gibbs Wealth Management
Georgia
$550K +$530K +15,579 New
FNA
219
First National Advisers
Nebraska
$545K +$24K +706 +5%
CBU
220
CIBC Bancorp USA
Illinois
$537K +$517K +15,208 New
TFG
221
Taylor Financial Group
Virginia
$537K -$11.2K -328 -2%
Russell Investments Group
222
Russell Investments Group
United Kingdom
$534K -$730K -21,471 -59%
TAFW
223
Tred Avon Family Wealth
Maryland
$519K +$501K +14,719 New
GHAM
224
Gilman Hill Asset Management
Connecticut
$519K
Neuberger Berman Group
225
Neuberger Berman Group
New York
$506K +$51.4K +1,511 +12%

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.