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Union Bankshares

37 hedge funds and large institutions have $29M invested in Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

6% more funds holding

Funds holding: 3537 (+2)

3.84% more ownership

Funds ownership: 20.18%24.02% (+3.8%)

1% more capital invested

Capital invested by funds: $28.8M → $29M (+$186K)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.46M +$122 +4 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.91M +$1.01M +33,297 +22%
BlackRock
3
BlackRock
New York
$3.55M +$3.41M +111,930 +521%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.3M +$1.35M +44,298 +105%
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.25M +$54K +1,773 +2%
Northern Trust
6
Northern Trust
Illinois
$1.35M +$608K +19,976 +65%
CS
7
Cannell & Spears
New York
$1.12M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.05M +$54.7K +1,797 +5%
State Street
9
State Street
Massachusetts
$907K +$697K +22,887 +205%
LPL Financial
10
LPL Financial
California
$802K -$132K -4,345 -13%
TCOV
11
Trust Company of Vermont
Vermont
$775K -$39.6K -1,300 -4%
Morgan Stanley
12
Morgan Stanley
New York
$483K +$119K +3,924 +28%
Renaissance Technologies
13
Renaissance Technologies
New York
$457K -$32.7K -1,074 -6%
Charles Schwab
14
Charles Schwab
California
$300K +$343K +11,253 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$227K
Barclays
16
Barclays
United Kingdom
$186K +$213K +6,983 +41,076%
Raymond James Financial
17
Raymond James Financial
Florida
$176K +$30 +1 +0%
Bank of America
18
Bank of America
North Carolina
$156K +$41.2K +1,355 +30%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$104K +$119K +3,900 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$102K +$116K +3,818 New
Wells Fargo
21
Wells Fargo
California
$71.3K +$58.1K +1,910 +248%
UBS Group
22
UBS Group
Switzerland
$65K -$21.3K -700 -22%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$52.9K +$60.5K +1,987 New
JP Morgan Chase
24
JP Morgan Chase
New York
$46.1K +$52.5K +1,726 +34,520%
Citigroup
25
Citigroup
New York
$34.3K -$46.6K -1,531 -54%

UNB Hedge Fund Activity: Q2 2025 in Review

37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2025, worth a combined $29M — up 0.65% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UNB positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Millennium Management, exiting entirely with an estimated $989K sold.

  • 37 institutional investors held Union Bankshares (UNB) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $29M of Union Bankshares stock for Q2 2025, up 0.65% quarter-over-quarter.
  • 10 funds opened new Union Bankshares positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest Union Bankshares buyer in Q2 2025 was BlackRock, an estimated $3.41M added.
  • The largest Union Bankshares seller in Q2 2025 was Millennium Management, an estimated $989K sold.

Based on aggregated 13F filings for Q2 2025.