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Regions Financial

1,070 hedge funds and large institutions have $18.4B invested in Regions Financial in 2026 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 370 increasing their positions, 389 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 100

9% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $63.4M

1% more funds holding

Funds holding: 1,0611,070 (+9)

5% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 389

4.23% less ownership

Funds ownership: 85.75%81.52% (-4.2%)

10% less capital invested

Capital invested by funds: $20.4B → $18.4B (-$2.01B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,070
Holders Change
+9
Holders Change %
+0.85%
% of All Funds
13.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
130
Increased
370
Reduced
389
Closed
100
Calls
$69.3M
Puts
$63.4M
Net Calls
+$5.86M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
601
Keel Point
Alabama
$486K +$185K +6,622 +55%
Lido Advisors
602
Lido Advisors
California
$483K -$207K -7,421 -29%
AP
603
Atwood & Palmer
Missouri
$483K
BWM
604
BCS Wealth Management
Tennessee
$482K -$516K -18,491 -50%
TC
605
TwinBeech Capital
New York
$479K +$512K +18,321 New
DAM
606
Delta Asset Management
Tennessee
$471K
EW
607
Expressive Wealth
Illinois
$464K -$30.7K -1,099 -6%
HSG
608
Helen Stephens Group
Texas
$461K +$4.78K +171 +1%
DFCM
609
Dark Forest Capital Management
Puerto Rico
$459K -$27K -967 -5%
VWA
610
Visionary Wealth Advisors
Illinois
$455K -$13.3K -476 -3%
NW
611
NewEdge Wealth
Pennsylvania
$452K -$104K -3,730 -18%
SNB
612
Security National Bank
Nebraska
$451K +$2.82K +101 +0.6%
SFS
613
Sowell Financial Services
Arkansas
$450K -$45.8K -1,642 -9%
HP
614
Holistic Planning
Texas
$445K -$3.91K -140 -0.8%
MM
615
Meridian Management
Arkansas
$444K -$13.1K -469 -3%
GT
616
Glenview Trust
Kentucky
$437K +$893 +32 +0.2%
MIH
617
Meitav Investment House
Israel
$434K -$95.3K -3,414 -17%
SCP
618
Sivia Capital Partners
California
$422K -$86.3K -3,089 -16%
BP
619
Ballentine Partners
Massachusetts
$421K +$8.96K +321 +2%
IF
620
Intrua Financial
Texas
$418K -$4.38K -157 -1%
IPWA
621
International Private Wealth Advisors
California
$416K +$40.5K +1,449 +10%
VEA
622
Virtus ETF Advisers
New York
$415K -$196K -7,037 -31%
MM
623
MQS Management
New York
$412K +$441K +15,778 New
Vontobel Holding
624
Vontobel Holding
Switzerland
$411K +$439K +15,735 New
MC
625
Moors & Cabot
Massachusetts
$410K -$43.3K -1,550 -9%