Union Bankshares
UNB
35 hedge funds and large institutions have $28.8M invested in Union Bankshares in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $26M → $28.8M (+$2.87M)
6% more funds holding
Funds holding: 33 → 35 (+2)
0.35% more ownership
Funds ownership: 19.82% → 20.18% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$959K |
| 2 |
Jane Street
New York
|
+$389K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$260K |
| 4 |
Goldman Sachs
New York
|
+$207K |
| 5 |
CCMINC
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
-$538K |
| 2 |
6CM
683 Capital Management
New York
|
-$304K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$286K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$241K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $27.1K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $24.2K | – | – | – |
|
|
CYG
28
Clean Yield Group
Norwich,
Vermont
| $14.2K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $6.17K | +$4.58K | +150 | +326% |
|
|
1IA
30
1620 Investment Advisors
Plymouth,
Massachusetts
| $3.78K | – | – | – |
|
31
BNP Paribas Financial Markets
Paris,
France
| $976 | – | – | – |
|
|
SS
32
SBI Securities
Tokyo,
Japan
| $724 | – | – | – |
|
33
Barclays
London,
United Kingdom
| $535 | -$10.5K | -344 | -95% |
|
34
JP Morgan Chase
New York
| $157 | – | – | – |
|
|
AGM
35
Alpine Global Management
New York
| – | -$538K | -18,618 | Closed |
|
|
6CM
36
683 Capital Management
New York
| – | -$304K | -10,520 | Closed |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$241K | -8,350 | Closed |
|
UNB Hedge Fund Activity: Q1 2025 in Review
35 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2025, worth a combined $28.8M — up 11% from $26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UNB positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $959K. The largest seller was Alpine Global Management, exiting entirely with an estimated $538K sold.
- 35 institutional investors held Union Bankshares (UNB) as of Q1 2025, up from 33 in Q4 2024.
- Funds reported $28.8M of Union Bankshares stock for Q1 2025, up 11% quarter-over-quarter.
- 5 funds opened new Union Bankshares positions in Q1 2025 and 3 closed out, a net change of +2 holders.
- The largest Union Bankshares buyer in Q1 2025 was Millennium Management, an estimated $959K added.
- The largest Union Bankshares seller in Q1 2025 was Alpine Global Management, an estimated $538K sold.
Based on aggregated 13F filings for Q1 2025.