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Union Bankshares

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.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.82M -$92.4K -2,937 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.76M +$87.8K +2,790 +2%
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.6M +$209K +6,651 +9%
CS
4
Cannell & Spears
New York
$1.32M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.32M +$51.7K +1,642 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.18M +$69.6K +2,210 +6%
LPL Financial
7
LPL Financial
California
$1.08M +$22.7K +722 +2%
Millennium Management
8
Millennium Management
New York
$989K +$989K +31,438 New
Northern Trust
9
Northern Trust
Illinois
$967K -$4.5K -143 -0.5%
TCOV
10
Trust Company of Vermont
Vermont
$957K
BlackRock
11
BlackRock
New York
$677K +$29.2K +927 +5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$634K -$218K -6,934 -26%
Renaissance Technologies
13
Renaissance Technologies
New York
$574K -$15K -476 -3%
Morgan Stanley
14
Morgan Stanley
New York
$447K +$19.4K +618 +5%
Jane Street
15
Jane Street
New York
$401K +$401K +12,738 New
State Street
16
State Street
Massachusetts
$352K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$268K +$268K +8,525 New
CFSG
18
Community Financial Services Group
Vermont
$235K -$31.5K -1,000 -12%
Goldman Sachs
19
Goldman Sachs
New York
$214K +$214K +6,801 New
Raymond James Financial
20
Raymond James Financial
Florida
$208K +$208K +6,621 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$204K -$228K -7,235 -53%
BCM
22
Bridgeway Capital Management
Texas
$202K -$295K -9,376 -59%
Bank of America
23
Bank of America
North Carolina
$142K +$8.84K +281 +7%
UBS Group
24
UBS Group
Switzerland
$98.9K +$64.9K +2,061 +190%
Citigroup
25
Citigroup
New York
$88.7K -$8.09K -257 -8%