We are live on ! Find out more
RF icon

Regions Financial

946 hedge funds and large institutions have $16.8B invested in Regions Financial in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 375 increasing their positions, 300 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 300

6% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 102

0.18% more ownership

Funds ownership: 80.6%80.78% (+0.18%)

1% less funds holding

Funds holding: 953946 (-7)

5% less capital invested

Capital invested by funds: $17.6B → $16.8B (-$863M)

7% less call options, than puts

Call options by funds: $97.7M | Put options by funds: $105M

Holders
946
Holders Change
-7
Holders Change %
-0.73%
% of All Funds
12.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
108
Increased
375
Reduced
300
Closed
102
Calls
$97.7M
Puts
$105M
Net Calls
-$6.91M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
801
Rossby Financial
Florida
$36.4K +$41.8K +1,795 New
LWMI
802
Legacy Wealth Management (Idaho)
Idaho
$34.9K
TC
803
Truvestments Capital
Florida
$31.6K -$3.4K -146 -9%
PWMG
804
Private Wealth Management Group
New Jersey
$30.4K -$233 -10 -0.7%
MEG
805
Millstone Evans Group
Colorado
$29.7K
CA
806
CoreCap Advisors
Michigan
$29.3K -$50.1K -2,152 -61%
BIA
807
Bell Investment Advisors
California
$28.8K
ST
808
Smithfield Trust
Pennsylvania
$28K
SO
809
Sierra Ocean
California
$27.2K +$1.96K +84 +7%
BC
810
Bayforest Capital
United Kingdom
$26.6K +$24.6K +1,058 +637%
BGA
811
Battery Global Advisors
Massachusetts
$26.3K
POIA
812
Pin Oak Investment Advisors
Texas
$25K
SWM
813
Spire Wealth Management
Virginia
$24K -$1.28K -55 -5%
DWM
814
Darwin Wealth Management
Florida
$24K
CAL
815
Capital Analysts LLC
Pennsylvania
$24K
CW
816
Curio Wealth
Maryland
$23.5K -$23.3K -999 -100%
AWM
817
Ameliora Wealth Management
Switzerland
$23.5K
HI
818
Harbour Investments
Wisconsin
$23.4K +$3.1K +133 +14%
GC
819
Gould Capital
Washington
$23.2K -$3.82K -164 -13%
PMAM
820
Picton Mahoney Asset Management
Ontario, Canada
$22K -$5.41K -232 -19%
GCM
821
Gables Capital Management
Florida
$21.7K
CHC
822
City Holding Co
West Virginia
$21.7K
BONH
823
Bank of New Hampshire
New Hampshire
$21.3K
T
824
Transce3nd
Texas
$21.1K
WF
825
Wayfinding Financial
Washington
$20K +$22.1K +949 New

RF Hedge Fund Activity: Q1 2025 in Review

946 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2025, worth a combined $16.8B — down 4.9% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new RF positions and 102 closed out — a net gain of 6 holders — while 375 added to existing stakes and 300 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was First Trust Advisors, cutting an estimated $223M.

  • 946 institutional investors held Regions Financial (RF) as of Q1 2025, down from 953 in Q4 2024.
  • Funds reported $16.8B of Regions Financial stock for Q1 2025, down 4.9% quarter-over-quarter.
  • 108 funds opened new Regions Financial positions in Q1 2025 and 102 closed out, a net change of +6 holders.
  • The largest Regions Financial buyer in Q1 2025 was Invesco, an estimated $129M added.
  • The largest Regions Financial seller in Q1 2025 was First Trust Advisors, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2025.