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Union Bankshares
UNB

Overview Fund Activity

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
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.5%
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
–

Top Buyers

1
BlackRock
BlackRock
New York
$3.55M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$2.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.91M
4
State Street
State Street
Massachusetts
$907K
5
Northern Trust
Northern Trust
Illinois
$1.35M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
Jane Street
New York
$0
4
CFSG
Community Financial Services Group
Vermont
$0
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.46M +$106 +4 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.91M +$886K +33,297 +22%
BlackRock
3
BlackRock
New York
$3.55M +$2.98M +111,930 +521%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.3M +$1.18M +44,298 +105%
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.25M +$47.2K +1,773 +2%
Northern Trust
6
Northern Trust
Illinois
$1.35M +$532K +19,976 +65%
CS
7
Cannell & Spears
New York
$1.12M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.05M +$47.8K +1,797 +5%
State Street
9
State Street
Massachusetts
$907K +$609K +22,887 +205%
LPL Financial
10
LPL Financial
California
$802K -$116K -4,345 -13%
TCOV
11
Trust Company of Vermont
Vermont
$775K -$34.6K -1,300 -4%
Morgan Stanley
12
Morgan Stanley
New York
$483K +$104K +3,924 +28%
Renaissance Technologies
13
Renaissance Technologies
New York
$457K -$28.6K -1,074 -6%
Charles Schwab
14
Charles Schwab
California
$300K +$300K +11,253 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$227K – – –
Barclays
16
Barclays
United Kingdom
$187K +$187K +6,983 +41,076%
Raymond James Financial
17
Raymond James Financial
Florida
$176K +$27 +1 +0%
Bank of America
18
Bank of America
North Carolina
$156K +$36.1K +1,355 +30%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$104K +$104K +3,900 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$102K +$102K +3,818 New
Wells Fargo
21
Wells Fargo
California
$71.3K +$50.8K +1,910 +248%
UBS Group
22
UBS Group
Switzerland
$65K -$18.6K -700 -22%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$52.9K +$52.9K +1,987 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$46.1K +$45.9K +1,726 +34,520%
Citigroup
25
Citigroup
New York
$34.3K -$40.8K -1,531 -54%
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