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Atlantic Union Bankshares
AUB

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: 2 → 5 (+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: 384 → 398 (+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

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$58.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$43.7M
3
NRCM
North Reef Capital Management
California
+$32.8M
4
N
Nuveen
North Carolina
+$22.7M
5
KCM
Kennedy Capital Management
Missouri
+$10.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16.7M
2
SCM
Steadfast Capital Management
New York
-$15.1M
3
MFS
Mirabella Financial Services
United Kingdom
-$11.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$10.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$735M -$9.33M -274,236 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$570M -$2.58M -75,887 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$274M -$2.48M -72,992 -0.9%
State Street
4
State Street
Massachusetts
$259M -$2.25M -66,121 -0.9%
NRCM
5
North Reef Capital Management
California
$131M +$32.8M +963,604 +35%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$120M +$532K +15,641 +0.5%
Franklin Resources
7
Franklin Resources
California
$116M -$833K -24,493 -0.7%
EARNEST Partners
8
EARNEST Partners
Georgia
$91.1M -$4.68M -137,641 -5%
American Century Companies
9
American Century Companies
Missouri
$84.5M +$5.92M +174,122 +8%
WHG
10
Westwood Holdings Group
Texas
$74.3M -$9.18M -269,978 -11%
CAM
11
Congress Asset Management
Massachusetts
$66.2M +$58.2M +1,709,975 +1,023%
Charles Schwab
12
Charles Schwab
California
$63.8M +$79.9K +2,350 +0.1%
Ameriprise
13
Ameriprise
Minnesota
$61M -$2.35M -69,213 -4%
GKIM
14
GW&K Investment Management
Massachusetts
$59.7M +$4.78M +140,587 +9%
SFM
15
Systematic Financial Management
New Jersey
$54.8M -$691K -20,331 -1%
Goldman Sachs
16
Goldman Sachs
New York
$54M -$8.17M -240,188 -14%
Northern Trust
17
Northern Trust
Illinois
$52M -$5.5M -161,763 -10%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$49.4M +$43.7M +1,284,759 +1,128%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$47.8M -$4.64M -136,571 -9%
Morgan Stanley
20
Morgan Stanley
New York
$47.7M -$5.89M -173,315 -11%
N
21
Nuveen
North Carolina
$41.7M +$22.7M +668,242 +130%
Invesco
22
Invesco
Georgia
$38.7M -$3.38M -99,348 -8%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$36M +$1.64M +48,270 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$34.8M -$6.75M -198,415 -17%
LCOV
25
London Company of Virginia
Virginia
$31.2M -$1.09M -32,143 -4%
1
2 3 4 5

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.