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Union Bankshares
UNB

49 hedge funds and large institutions have $21.8M invested in Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

2% less funds holding

Funds holding: 50 → 49 (-1)

3.35% less ownership

Funds ownership: 23.35% → 20% (-3.4%)

17% less capital invested

Capital invested by funds: $26.3M → $21.8M (-$4.57M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$819K
2
Goldman Sachs
Goldman Sachs
New York
+$309K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$308K
4
Morgan Stanley
Morgan Stanley
New York
+$150K
5
Citadel Advisors
Citadel Advisors
Florida
+$70K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.51M
2
TI
TrueMark Investments
Illinois
-$370K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$211K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$50.5K
5
CS
Cannell & Spears
New York
-$45K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$27.9K -$12.7K -538 -31%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$26.2K +$8.6K +365 +49%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$15.4K -$4.51M -191,606 -100%
TRCT
29
Tower Research Capital (TRC)
New York
$10.8K -$7.35K -312 -41%
CYG
30
Clean Yield Group
Vermont
$10.7K – – –
Legal & General Group
31
Legal & General Group
United Kingdom
$9.49K – – –
Russell Investments Group
32
Russell Investments Group
United Kingdom
$9.47K -$50.5K -2,144 -84%
AIP
33
Ameritas Investment Partners
Nebraska
$8.83K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$5.29K -$94 -4 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4K +$2.26K +96 +157%
AB
36
Amalgamated Bank
New York
$3K -$236 -10 -8%
1IA
37
1620 Investment Advisors
Massachusetts
$2.85K – – –
Citigroup
38
Citigroup
New York
$1.97K -$1.6K -68 -45%
FFA
39
Farther Finance Advisors
California
$1.47K +$47 +2 +3%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K +$424 +18 +69%
SCM
41
Sterling Capital Management
North Carolina
$902 +$330 +14 +58%
SS
42
SBI Securities
Japan
$546 -$24 -1 -4%
EP
43
Essential Partners
California
$427 -$777 -33 -65%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$261 +$94 +4 +57%
IA
45
IFP Advisors
Florida
$24 – – –
EWA
46
EverSource Wealth Advisors
Alabama
$24 +$24 +1 New
MCM
47
MAI Capital Management
Ohio
$24 +$24 +1 New
TI
48
TrueMark Investments
Illinois
– -$370K -14,960 Closed
Bank of New York Mellon
49
Bank of New York Mellon
New York
– -$211K -8,520 Closed
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$19.5K -775 Closed
1
2
3

UNB Hedge Fund Activity: Q4 2025 in Review

49 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2025, worth a combined $21.8M — down 17% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UNB and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $819K. The largest seller was Fidelity Investments, cutting an estimated $4.51M.

  • 49 institutional investors held Union Bankshares (UNB) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $21.8M of Union Bankshares stock for Q4 2025, down 17% quarter-over-quarter.
  • 4 funds opened new Union Bankshares positions in Q4 2025 and 5 closed out, a net change of -1 holder.
  • The largest Union Bankshares buyer in Q4 2025 was BlackRock, an estimated $819K added.
  • The largest Union Bankshares seller in Q4 2025 was Fidelity Investments, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2025.