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Union Bankshares
UNB

50 hedge funds and large institutions have $26.3M invested in Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

35% more funds holding

Funds holding: 37 → 50 (+13)

0.66% less ownership

Funds ownership: 24.02% → 23.35% (-0.66%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

9% less capital invested

Capital invested by funds: $29M → $26.3M (-$2.7M)

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
12
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$734K
2
TI
TrueMark Investments
Illinois
+$400K
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$312K
4
Citadel Advisors
Citadel Advisors
Florida
+$268K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$228K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.35M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$227K
3
Raymond James Financial
Raymond James Financial
Florida
-$176K
4
Northern Trust
Northern Trust
Illinois
-$127K
5
Morgan Stanley
Morgan Stanley
New York
-$99.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$42.4K -$19.5K -731 -30%
JP Morgan Chase
27
JP Morgan Chase
New York
$41.8K -$1.15K -43 -2%
PFSRSONJ
28
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.8K +$32.1K +1,202 New
LWCFA
29
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.5K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$19K +$20.5K +767 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$18.3K +$508 +19 +3%
CYG
32
Clean Yield Group
Vermont
$11.1K – – –
Legal & General Group
33
Legal & General Group
United Kingdom
$9.9K – – –
AIP
34
Ameritas Investment Partners
Nebraska
$9.21K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$5.62K – – –
Citigroup
36
Citigroup
New York
$3.74K -$30.4K -1,136 -88%
AB
37
Amalgamated Bank
New York
$3K – – –
1IA
38
1620 Investment Advisors
Massachusetts
$2.97K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2K +$1.15K +43 +239%
FFA
40
Farther Finance Advisors
California
$1.49K +$1.6K +60 New
EP
41
Essential Partners
California
$1.26K +$1.36K +51 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1K +$695 +26 New
AAP
43
Arax Advisory Partners
Colorado
$793 +$855 +32 New
SS
44
SBI Securities
Japan
$594 – – –
SCM
45
Sterling Capital Management
North Carolina
$594 +$267 +10 +71%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$173 +$187 +7 New
IA
47
IFP Advisors
Florida
$25 +$27 +1 New
TWD
48
True Wealth Design
Ohio
$25 +$27 +1 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
– -$227K -8,525 Closed
Raymond James Financial
50
Raymond James Financial
Florida
– -$176K -6,622 Closed
1
2
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UNB Hedge Fund Activity: Q3 2025 in Review

50 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2025, worth a combined $26.3M — down 9.3% from $29M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UNB positions and 2 closed out — a net gain of 13 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $734K. The largest seller was Fidelity Investments, cutting an estimated $2.35M.

  • 50 institutional investors held Union Bankshares (UNB) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $26.3M of Union Bankshares stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 15 funds opened new Union Bankshares positions in Q3 2025 and 2 closed out, a net change of +13 holders.
  • The largest Union Bankshares buyer in Q3 2025 was BlackRock, an estimated $734K added.
  • The largest Union Bankshares seller in Q3 2025 was Fidelity Investments, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.