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Union Bankshares

50 hedge funds and large institutions have $26.3M invested in Union Bankshares in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

35% more funds holding

Funds holding: 3750 (+13)

0.66% less ownership

Funds ownership: 24.02%23.35% (-0.66%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

9% less capital invested

Capital invested by funds: $29M → $26.3M (-$2.7M)

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.76M -$2.35M -87,911 -31%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.58M +$14.1K +529 +0.3%
BlackRock
3
BlackRock
New York
$3.98M +$734K +27,485 +21%
CCMINC
4
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.38M +$312K +11,692 +14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.13M -$6.55K -245 -0.3%
Northern Trust
6
Northern Trust
Illinois
$1.14M -$127K -4,736 -9%
CS
7
Cannell & Spears
New York
$1.04M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.02M +$45.6K +1,707 +4%
State Street
9
State Street
Massachusetts
$907K +$68.1K +2,548 +7%
LPL Financial
10
LPL Financial
California
$774K +$31K +1,160 +4%
TCOV
11
Trust Company of Vermont
Vermont
$726K +$5.34K +200 +0.7%
Renaissance Technologies
12
Renaissance Technologies
New York
$471K +$49.6K +1,855 +11%
TI
13
TrueMark Investments
Illinois
$370K +$400K +14,960 New
Morgan Stanley
14
Morgan Stanley
New York
$357K -$99.5K -3,723 -21%
Charles Schwab
15
Charles Schwab
California
$278K -$1.15K -43 -0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$248K +$268K +10,023 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$211K +$228K +8,520 New
Barclays
18
Barclays
United Kingdom
$148K -$26.9K -1,006 -14%
Bank of America
19
Bank of America
North Carolina
$120K -$27K -1,010 -17%
Deutsche Bank
20
Deutsche Bank
Germany
$116K +$126K +4,699 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$79.9K -$15.7K -589 -15%
Wells Fargo
22
Wells Fargo
California
$75.3K +$9.65K +361 +13%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$71.8K -$26.7K -1,000 -26%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$63K +$68K +2,543 New
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$42.9K -$6.76K -253 -13%

UNB Hedge Fund Activity: Q3 2025 in Review

50 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2025, worth a combined $26.3M — down 9.3% from $29M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UNB positions and 2 closed out — a net gain of 13 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $734K. The largest seller was Fidelity Investments, cutting an estimated $2.35M.

  • 50 institutional investors held Union Bankshares (UNB) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $26.3M of Union Bankshares stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 15 funds opened new Union Bankshares positions in Q3 2025 and 2 closed out, a net change of +13 holders.
  • The largest Union Bankshares buyer in Q3 2025 was BlackRock, an estimated $734K added.
  • The largest Union Bankshares seller in Q3 2025 was Fidelity Investments, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.