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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

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: 3335 (+2)

0.35% more ownership

Funds ownership: 19.82%20.18% (+0.35%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.47%
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
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.82M -$89.6K -2,937 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.76M +$85.1K +2,790 +2%
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.6M +$203K +6,651 +9%
CS
4
Cannell & Spears
New York
$1.32M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.32M +$50.1K +1,642 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.18M +$67.4K +2,210 +6%
LPL Financial
7
LPL Financial
California
$1.08M +$22K +722 +2%
Millennium Management
8
Millennium Management
New York
$989K +$959K +31,438 New
Northern Trust
9
Northern Trust
Illinois
$967K -$4.36K -143 -0.5%
TCOV
10
Trust Company of Vermont
Vermont
$957K
BlackRock
11
BlackRock
New York
$677K +$28.3K +927 +5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$634K -$212K -6,934 -26%
Renaissance Technologies
13
Renaissance Technologies
New York
$574K -$14.5K -476 -3%
Morgan Stanley
14
Morgan Stanley
New York
$447K +$18.9K +618 +5%
Jane Street
15
Jane Street
New York
$401K +$389K +12,738 New
State Street
16
State Street
Massachusetts
$352K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$268K +$260K +8,525 New
CFSG
18
Community Financial Services Group
Vermont
$235K -$30.5K -1,000 -12%
Goldman Sachs
19
Goldman Sachs
New York
$214K +$207K +6,801 New
Raymond James Financial
20
Raymond James Financial
Florida
$208K +$202K +6,621 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$204K -$221K -7,235 -53%
BCM
22
Bridgeway Capital Management
Texas
$202K -$286K -9,376 -59%
Bank of America
23
Bank of America
North Carolina
$142K +$8.57K +281 +7%
UBS Group
24
UBS Group
Switzerland
$98.9K +$62.9K +2,061 +190%
Citigroup
25
Citigroup
New York
$88.7K -$7.84K -257 -8%

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.