Atlantic Union Bankshares

AUB • NYSE

Atlantic Union Bankshares is a banks - regional company in the financial services sector on NYSE, led by Maria Tedesco, with a market cap of $5.2B. As of Q3 2025, 84% of shares are held by 388 institutional investors, with BlackRock, Inc. as the largest holder at 14.61%.

CEOMaria Tedesco

Market Cap$5.2B

Banks - Regional

Financial Services

Employees1.8K

Websiteatlanticunionbank.com

Country

United States of America

Overview

Overview of institutional ownership in AUB as of Q3 2025 with a market cap of $5.0B

All Institutions

Institutions: 388
Value Held: $4.2B
Shares Held: 119.3M
Avg Position: $10.9M
Median Position: $733.9K

Hedge Funds

Hedge Funds: 25
Value Held: $275.2M
Shares Held: 7.8M
Avg Position: $11.0M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

78.24%

$3.9B

Hedge Funds

5.47%

$275.2M

Retail & Other

16.29%

$819.0M

Based on market cap of $5.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AUB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$734.7M 0.01% of portfolio	14.61% 20.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$570.3M 0.01% of portfolio	11.34% 16.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$274.1M 0.06% of portfolio	5.45% 7.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$258.8M 0.01% of portfolio	5.15% 7.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
N North Reef Capital Management LP Hedge Fund•Long/Short	Daniel Mariano Locasto COO	$131.1M 6.13% of portfolio	2.61% 3.7M shares	Q4 2024 Held for 11 months	$2.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$119.7M 0.01% of portfolio	2.38% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$116.1M 0.03% of portfolio	2.31% 3.3M shares	Q1 2019 Held for 6y 8m	$395.36B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$91.1M 0.40% of portfolio	1.81% 2.6M shares	Q2 2025 Held for 5 months	$23.1B
A AMERICAN CENTURY COMPANIES INC Institution	-	$84.5M 0.04% of portfolio	1.68% 2.4M shares	Q2 2021 Held for 4y 5m	$195.93B
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	$74.3M 0.54% of portfolio	1.48% 2.1M shares	Q2 2022 Held for 3y 5m	$13.8B

Net Capital Flow

Institutional buying and selling activity for AUB in Q3 2025

Traded: +$95.0M
Buyers: 190
Sellers: 160
Total Bought: +$315.5M
Total Sold: −$220.5M
Avg Position: $10.0M

Biggest Buyers

Institution	Net Bought	Current Position
CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager	+$60.3M +1.7M shares	$66.2M 1.9M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$45.3M +1.3M shares	$49.4M 1.4M shares
N North Reef Capital Management LP Hedge Fund•Long/Short	+$34.0M +963.6K shares	$131.1M 3.7M shares
Tributary Capital Management, LLC Long Only Manager	+$23.8M +675.5K shares	$49.9M 1.4M shares
N Nuveen, LLC Institution	+$23.6M +668.2K shares	$41.7M 1.2M shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$11.0M +311.8K shares	$11.0M 311.8K shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	+$9.9M +281.7K shares	$25.4M 721.0K shares
A Advisor Group Holdings, Inc. Institution	+$7.7M +217.9K shares	$9.5M 268.4K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$6.1M +174.1K shares	$84.5M 2.4M shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$6.1M +173.1K shares	$6.9M 194.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
S STEADFAST CAPITAL MANAGEMENT LP Hedge Fund•Long/Short	−$15.7M −443.8K shares	$19.7M 557.2K shares
MIRABELLA FINANCIAL SERVICES LLP Institution	−$12.0M −340.2K shares	$6.7M 191.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$11.2M −317.1K shares	$7.6M 216.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$10.7M −342.0K shares	Sold Off 0 shares
Fourthstone LLC Hedge Fund•Long/Short	−$10.1M −321.4K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$9.7M −274.2K shares	$734.7M 20.8M shares
WESTWOOD HOLDINGS GROUP INC Institution	−$9.5M −270.0K shares	$74.3M 2.1M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$9.4M −267.2K shares	$5.2M 146.1K shares
GOLDMAN SACHS GROUP INC Institution	−$8.5M −240.2K shares	$54.0M 1.5M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$7.0M −198.4K shares	$34.8M 985.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AUB in Q3 2025

New Positions: 20
New Value: $4.6M
Exited Positions: 31
Exited Value: $47.3M

New Positions

Institution	Position Value
ISAM Funds Ltd Hedge Fund•Quant	$1.0M 29.5K shares
Vident Advisory, LLC ETF Provider	$570.0K 16.2K shares
Gibbs Wealth Management RIA/Wealth	$549.8K 15.6K shares
P Portside Wealth Group, LLC RIA/Wealth	$377.0K 10.7K shares
HUDSON CANYON INVESTMENT COUNSELORS LLC Hedge Fund•Long/Short	$282.3K 8.0K shares
F Farringdon Capital, Ltd. Institution	$277.1K 7.9K shares
Glenmede Investment Management, LP Long Only Manager	$225.6K 6.4K shares
Legacy Capital Wealth Partners, LLC RIA/Wealth	$219.7K 6.2K shares
FourThought Financial Partners, LLC RIA/Wealth	$214.7K 6.1K shares
Pinnacle Wealth Management Advisory Group, LLC RIA/Wealth	$213.4K 6.0K shares

Exited Positions

Institution	Previous Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$10.7M 342.0K shares
Fourthstone LLC Hedge Fund•Long/Short	$10.1M 321.4K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$4.9M 155.1K shares
Quantbot Technologies LLC Hedge Fund•Quant	$3.9M 124.5K shares
X XTX Topco Ltd Institution	$2.3M 72.0K shares
D Dynamic Technology Lab Private Ltd Institution	$1.8M 57.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.5M 48.7K shares
INTL FCSTONE INC. Institution	$1.4M 46.3K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$1.3M 43.0K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$1.3M 42.8K shares

Options Activity

Institutions with the largest Call and Put options positions in AUB as of Q3 2025

Call Positions: 2
Call Value: $229.4K
Put Positions: 2
Put Value: $1.0M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$229.4K 65.0 contracts
LEUCADIA NATIONAL CORP Institution	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$818.7K 232.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$201.2K 57.0 contracts

Most Committed Institutions

Institutions with AUB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N North Reef Capital Management LP Hedge Fund•Long/Short	Daniel Mariano Locasto COO	6.13% $131.1M	2.61% 3.7M shares	Q4 2024 Held for 11 months	$2.1B
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	4.55% $24.2M	0.48% 684.4K shares	Q1 2025 Held for 8 months	$530.5M
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	Fred Anthony Cummings President	2.40% $3.0M	0.06% 85.6K shares	Q2 2025 Held for 5 months	$126.0M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	2.37% $49.9M	0.99% 1.4M shares	Q4 2017 Held for 7y 11m	$2.1B
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	1.85% $2.6M	0.05% 74.0K shares	Q2 2025 Held for 5 months	$140.8M
Kennondale Capital Management LLC RIA/Wealth	Andrew Slay Managing Partner	1.44% $1.9M	0.04% 53.3K shares	Q4 2024 Held for 11 months	$130.6M
Verity & Verity, LLC RIA/Wealth	William Wymond Verity President	1.42% $17.8M	0.35% 504.4K shares	Q2 2025 Held for 5 months	$1.2B
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	1.33% $54.8M	1.09% 1.6M shares	Q1 2016 Held for 9y 8m	$4.1B
B Benson Investment Management Company, Inc. RIA/Wealth	Nancy M Westbrock CEO	1.30% $3.8M	0.08% 107.7K shares	Q2 2025 Held for 5 months	$291.6M
F Forest Hill Capital, LLC Hedge Fund•Long/Short	Mark Allen Lee President	1.22% $2.1M	0.04% 58.6K shares	Q2 2025 Held for 5 months	$169.9M

Hedge Fund Spotlight

Discover hedge funds investing in AUB

Aquatic Capital Management LLC

Hedge Fund • Quant

Portfolio ManagerJonathan Cullen Graham

Portfolio Value: $5.4B
Positions: 1,343
Last Reported: Q3 2025

Sector Allocation

Position in Atlantic Union Bankshares

Market Value: $876.8K
Shares Held: 24.8K
Portfolio Weight: 0.02%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$82.0M	1.52%
2 Robinhood Markets, Inc. HOOD	Software - Infrastructure Technology	$80.3M	1.49%
3 Microsoft MSFT	Software - Infrastructure Technology	$79.3M	1.47%