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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
BlackRock
1
BlackRock
New York
$725M -$9.32M -271,172 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$566M -$4.77M -138,828 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$266M -$8.04M -234,061 -3%
State Street
4
State Street
Massachusetts
$252M -$6.73M -195,782 -3%
NRCM
5
North Reef Capital Management
California
$161M +$29.5M +858,486 +23%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$120M -$73.5K -2,139 -0.1%
Franklin Resources
7
Franklin Resources
California
$114M -$1.57M -45,680 -1%
EARNEST Partners
8
EARNEST Partners
Georgia
$89M -$2.06M -59,957 -2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$87M +$84.7M +2,465,192 New
American Century Companies
10
American Century Companies
Missouri
$79.1M -$5.21M -151,470 -6%
WHG
11
Westwood Holdings Group
Texas
$71.6M -$2.67M -77,565 -4%
CAM
12
Congress Asset Management
Massachusetts
$69.4M +$3.02M +87,761 +5%
Charles Schwab
13
Charles Schwab
California
$63.1M -$716K -20,823 -1%
Goldman Sachs
14
Goldman Sachs
New York
$62.9M +$8.57M +249,451 +16%
Ameriprise
15
Ameriprise
Minnesota
$60M -$1.07M -31,173 -2%
GKIM
16
GW&K Investment Management
Massachusetts
$56.8M -$2.88M -83,830 -5%
Morgan Stanley
17
Morgan Stanley
New York
$54.9M +$7.02M +204,407 +15%
SFM
18
Systematic Financial Management
New Jersey
$54.5M -$286K -8,330 -0.5%
SG Americas Securities
19
SG Americas Securities
New York
$54.1M +$51.9M +1,510,289 +6,808%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$49.9M +$471K +13,697 +1%
Northern Trust
21
Northern Trust
Illinois
$48.9M -$3.02M -87,785 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$48.7M +$864K +25,130 +2%
N
23
Nuveen
North Carolina
$46.8M +$4.94M +143,613 +12%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$39.2M +$3.09M +89,794 +9%
Invesco
25
Invesco
Georgia
$39.1M +$354K +10,299 +0.9%