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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
BlackRock
1
BlackRock
New York
$406M -$5.09M -143,187 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$372M +$34.8M +978,793 +9%
State Street
3
State Street
Massachusetts
$185M +$28.7M +807,773 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$174M -$2.75M -77,384 -1%
Morgan Stanley
5
Morgan Stanley
New York
$128M +$58.9M +1,659,029 +68%
Ameriprise
6
Ameriprise
Minnesota
$85.7M +$5.81M +163,451 +6%
WHG
7
Westwood Holdings Group
Texas
$67M -$10.3M -290,411 -12%
Goldman Sachs
8
Goldman Sachs
New York
$66.5M +$20.1M +565,564 +36%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$65.1M +$2.3M +64,649 +3%
NRCM
10
North Reef Capital Management
California
$53M -$13.6M -383,499 -18%
Franklin Resources
11
Franklin Resources
California
$52.4M +$576K +16,215 +1%
Victory Capital Management
12
Victory Capital Management
Texas
$51.2M +$2.26M +63,650 +4%
Northern Trust
13
Northern Trust
Illinois
$49M +$14.7M +412,730 +36%
GKIM
14
GW&K Investment Management
Massachusetts
$47.8M -$690K -19,432 -1%
American Century Companies
15
American Century Companies
Missouri
$39.2M +$7.24M +203,791 +19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$36.5M +$3.37M +94,883 +9%
Millennium Management
17
Millennium Management
New York
$35.4M +$24.4M +686,137 +152%
Charles Schwab
18
Charles Schwab
California
$34.4M +$1.79M +50,493 +5%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$32.7M +$3.25M +91,348 +10%
Invesco
20
Invesco
Georgia
$31.7M +$24.4M +685,832 +207%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$29.4M -$2.13M -59,931 -6%
LCOV
22
London Company of Virginia
Virginia
$28.6M -$190K -5,338 -0.6%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.7M -$33.1M -931,269 -54%
Two Sigma Investments
24
Two Sigma Investments
New York
$24.2M +$17.5M +492,860 +174%
TCM
25
Tributary Capital Management
Nebraska
$21.3M -$819K -23,047 -3%

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.