We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

384 hedge funds and large institutions have $3.68B invested in Atlantic Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 181 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 77

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

30% more capital invested

Capital invested by funds: $2.82B → $3.68B (+$858M)

8% more funds holding

Funds holding: 357384 (+27)

17.92% less ownership

Funds ownership: 100.4%82.47% (-18%)

41% less call options, than puts

Call options by funds: $716K | Put options by funds: $1.21M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
181
Reduced
77
Closed
63
Calls
$716K
Puts
$1.21M
Net Calls
-$494K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$660M +$233M +8,065,078 +62%
Vanguard Group
2
Vanguard Group
Pennsylvania
$508M +$124M +4,304,878 +36%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$245M +$64.5M +2,235,977 +40%
State Street
4
State Street
Massachusetts
$231M +$42.1M +1,457,647 +25%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$106M +$36.2M +1,255,064 +59%
Franklin Resources
6
Franklin Resources
California
$104M +$47M +1,629,591 +97%
NRCM
7
North Reef Capital Management
California
$86M +$30.3M +1,049,500 +62%
EARNEST Partners
8
EARNEST Partners
Georgia
$85.1M +$78.5M +2,720,173 New
WHG
9
Westwood Holdings Group
Texas
$74.3M +$6.47M +224,267 +10%
American Century Companies
10
American Century Companies
Missouri
$69.4M +$27.7M +959,332 +76%
Charles Schwab
11
Charles Schwab
California
$56.5M +$20.2M +700,565 +63%
Ameriprise
12
Ameriprise
Minnesota
$56.3M -$27.5M -952,608 -35%
Goldman Sachs
13
Goldman Sachs
New York
$55.4M -$10.6M -365,555 -17%
Northern Trust
14
Northern Trust
Illinois
$51.1M +$1.76M +60,952 +4%
SFM
15
Systematic Financial Management
New Jersey
$49.2M +$29.7M +1,028,723 +189%
GKIM
16
GW&K Investment Management
Massachusetts
$48.6M +$519K +17,971 +1%
Morgan Stanley
17
Morgan Stanley
New York
$47.7M -$74.2M -2,570,620 -63%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$46.6M +$9.19M +318,344 +27%
Invesco
19
Invesco
Georgia
$37.4M +$5.19M +179,983 +18%
Citadel Advisors
20
Citadel Advisors
Florida
$37M +$21.3M +738,574 +166%
SCM
21
Steadfast Capital Management
New York
$31.3M +$14.8M +512,100 +105%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$30.4M -$2.24M -77,630 -7%
LCOV
23
London Company of Virginia
Virginia
$28.7M -$33.9K -1,173 -0.1%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$24.6M +$22.7M +785,027 New
Wellington Management Group
25
Wellington Management Group
Massachusetts
$23.4M +$21.6M +747,658 New

AUB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2025, worth a combined $3.68B — up 30% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AUB positions and 63 closed out — a net gain of 30 holders — while 181 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $74.2M.

  • 384 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $3.68B of Atlantic Union Bankshares stock for Q2 2025, up 30% quarter-over-quarter.
  • 93 funds opened new Atlantic Union Bankshares positions in Q2 2025 and 63 closed out, a net change of +30 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $233M added.
  • The largest Atlantic Union Bankshares seller in Q2 2025 was Morgan Stanley, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2025.