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Atlantic Union Bankshares

412 hedge funds and large institutions have $4.28B invested in Atlantic Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

4% more funds holding

Funds holding: 398412 (+14)

1.86% more ownership

Funds ownership: 83.28%85.14% (+1.9%)

2% more capital invested

Capital invested by funds: $4.19B → $4.28B (+$96.3M)

26% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 164

31% less call options, than puts

Call options by funds: $794K | Put options by funds: $1.15M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
412
Holders Change
+14
Holders Change %
+3.52%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
121
Reduced
164
Closed
31
Calls
$794K
Puts
$1.15M
Net Calls
-$360K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
201
Baker Avenue Asset Management
California
$675K -$140K -4,085 -18%
HA
202
Harbor Advisors
Florida
$658K
Renaissance Technologies
203
Renaissance Technologies
New York
$646K +$629K +18,302 New
FT
204
Fiduciary Trust
Massachusetts
$644K -$18.4K -534 -3%
M&T Bank
205
M&T Bank
New York
$595K +$32.6K +948 +6%
TW
206
TritonPoint Wealth
Maryland
$592K -$25.5K -741 -4%
DS
207
DRW Securities
Illinois
$587K +$572K +16,643 New
SM
208
Salzhauer Michael
$585K
Neuberger Berman Group
209
Neuberger Berman Group
New York
$577K +$69.1K +2,012 +14%
TPI
210
Trust Point Inc
Wisconsin
$576K -$11.7K -341 -2%
MOACM
211
Mutual of America Capital Management
New York
$575K +$11.2K +325 +2%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$570K +$4.74K +138 +0.9%
VA
213
Vident Advisory
Georgia
$562K -$7.73K -225 -1%
VPIM
214
Vanguard Personalized Indexing Management
California
$559K -$44.8K -1,304 -8%
GWM
215
Gibbs Wealth Management
Georgia
$553K -$27.4K -796 -5%
State of Wisconsin Investment Board
216
State of Wisconsin Investment Board
Wisconsin
$550K -$244K -7,114 -31%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$547K -$8.14K -237 -2%
SCA
218
Sander Capital Advisors
Washington
$537K
TFG
219
Taylor Financial Group
Virginia
$537K
FNA
220
First National Advisers
Nebraska
$520K -$24.4K -710 -5%
TAFW
221
Tred Avon Family Wealth
Maryland
$520K
GHAM
222
Gilman Hill Asset Management
Connecticut
$519K
NA
223
NewEdge Advisors
Louisiana
$513K +$236K +6,869 +90%
HWM
224
HB Wealth Management
Georgia
$508K +$4.91K +143 +1%
Russell Investments Group
225
Russell Investments Group
United Kingdom
$505K -$28K -816 -5%