We are live on ! Find out more
RF icon

Regions Financial

1,003 hedge funds and large institutions have $19.2B invested in Regions Financial in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 304 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 65

29% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 304

23% more call options, than puts

Call options by funds: $107M | Put options by funds: $87.3M

14% more capital invested

Capital invested by funds: $16.9B → $19.2B (+$2.31B)

4% more funds holding

Funds holding: 9601,003 (+43)

1.76% more ownership

Funds ownership: 79.96%81.71% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
1,003
Holders Change
+43
Holders Change %
+4.48%
% of All Funds
13.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
119
Increased
393
Reduced
304
Closed
65
Calls
$107M
Puts
$87.3M
Net Calls
+$19.7M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
SRA
776
Secured Retirement Advisors
Minnesota
$213K +$210K +8,080 New
NHT
777
New Hampshire Trust
New Hampshire
$211K +$208K +8,002 New
RIM
778
Reliant Investment Management
Tennessee
$211K +$208K +8,000 New
MWM
779
Modera Wealth Management
New Jersey
$207K +$204K +7,860 New
AA
780
Argent Advisors
Louisiana
$205K +$202K +7,792 New
FFWA
781
Forthright Family Wealth Advisory
Texas
$205K +$202K +7,775 New
DF
782
DecisionPoint Financial
Arizona
$202K -$11.1K -429 -5%
PWC
783
PYA Waltman Capital
Tennessee
$202K +$199K +7,669 New
CWP
784
Cyndeo Wealth Partners
Florida
$201K -$111K -4,280 -36%
ZIM
785
Zacks Investment Management
Illinois
$201K +$198K +7,628 New
WPC
786
Wedmont Private Capital
Pennsylvania
$201K +$202K +7,793 New
HFM
787
Harvest Fund Management
China
$197K +$64.9K +2,498 +50%
RFS
788
Richardson Financial Services
Massachusetts
$195K +$46.2K +1,780 +32%
CI Investments Inc
789
CI Investments Inc
Ontario, Canada
$184K +$23.7K +911 +15%
PTC
790
Private Trust Company
Ohio
$182K +$17.4K +671 +11%
QL
791
Quarry LP
New York
$178K
PWMG
792
Prestige Wealth Management Group
New Jersey
$168K
ZBNA
793
Zions Bancorporation, National Association
Utah
$163K +$987 +38 +0.6%
AIM
794
Anchor Investment Management
South Carolina
$162K
VT
795
Volterra Technologies
New York
$158K +$155K +5,980 New
NECFA
796
New England Capital Financial Advisors
Connecticut
$151K
AAM
797
Advisors Asset Management
Colorado
$147K +$145K +5,572 New
Cohen & Steers
798
Cohen & Steers
New York
$145K
MG
799
Mather Group
Illinois
$135K +$133K +5,114 New
GRP
800
Global Retirement Partners
California
$134K -$883 -34 -0.7%