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Union Bankshares

49 hedge funds and large institutions have $21.8M invested in Union Bankshares in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

2% less funds holding

Funds holding: 5049 (-1)

3.35% less ownership

Funds ownership: 23.35%20% (-3.4%)

17% less capital invested

Capital invested by funds: $26.3M → $21.8M (-$4.57M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.7M +$308K +13,083 +7%
BlackRock
2
BlackRock
New York
$4.64M +$819K +34,770 +22%
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.27M -$11.1K -470 -0.5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.07M +$29.4K +1,249 +1%
Northern Trust
5
Northern Trust
Illinois
$1.07M -$22.5K -957 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$974K +$1.46K +62 +0.2%
CS
7
Cannell & Spears
New York
$953K -$45K -1,911 -5%
State Street
8
State Street
Massachusetts
$885K +$15.3K +649 +2%
LPL Financial
9
LPL Financial
California
$715K -$27K -1,146 -4%
TCOV
10
Trust Company of Vermont
Vermont
$696K
Morgan Stanley
11
Morgan Stanley
New York
$493K +$150K +6,373 +44%
Renaissance Technologies
12
Renaissance Technologies
New York
$428K -$23.1K -981 -5%
Goldman Sachs
13
Goldman Sachs
New York
$311K +$309K +13,098 New
Citadel Advisors
14
Citadel Advisors
Florida
$308K +$70K +2,973 +30%
Charles Schwab
15
Charles Schwab
California
$266K
Barclays
16
Barclays
United Kingdom
$203K +$60K +2,548 +43%
Bank of America
17
Bank of America
North Carolina
$126K +$10.7K +454 +9%
Wells Fargo
18
Wells Fargo
California
$113K +$40.4K +1,716 +56%
Deutsche Bank
19
Deutsche Bank
Germany
$109K -$2.17K -92 -2%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$68.8K
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$58.4K -$18.1K -768 -24%
KAS
22
Kestra Advisory Services
Texas
$42.4K +$42.1K +1,787 New
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$42.2K +$1.04K +44 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$34.5K -$5.51K -234 -14%
PFSRSONJ
25
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.5K

UNB Hedge Fund Activity: Q4 2025 in Review

49 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2025, worth a combined $21.8M — down 17% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UNB and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $819K. The largest seller was Fidelity Investments, cutting an estimated $4.51M.

  • 49 institutional investors held Union Bankshares (UNB) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $21.8M of Union Bankshares stock for Q4 2025, down 17% quarter-over-quarter.
  • 4 funds opened new Union Bankshares positions in Q4 2025 and 5 closed out, a net change of -1 holder.
  • The largest Union Bankshares buyer in Q4 2025 was BlackRock, an estimated $819K added.
  • The largest Union Bankshares seller in Q4 2025 was Fidelity Investments, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2025.