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Regions Financial

1,061 hedge funds and large institutions have $20.4B invested in Regions Financial in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 391 increasing their positions, 337 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

127% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 59

16% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 337

6% more capital invested

Capital invested by funds: $19.2B → $20.4B (+$1.15B)

6% more funds holding

Funds holding: 1,0031,061 (+58)

4.03% more ownership

Funds ownership: 81.71%85.75% (+4%)

7% more call options, than puts

Call options by funds: $115M | Put options by funds: $107M

Holders
1,061
Holders Change
+58
Holders Change %
+5.78%
% of All Funds
12.91%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
134
Increased
391
Reduced
337
Closed
59
Calls
$115M
Puts
$107M
Net Calls
+$7.95M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
801
Reliant Investment Management
Tennessee
$217K
BFW
802
Brady Family Wealth
Missouri
$215K +$203K +7,951 New
WT
803
Whittier Trust
California
$215K +$113K +4,417 +143%
MWM
804
Modera Wealth Management
New Jersey
$214K +$1.18K +46 +0.6%
KA
805
Kovack Advisors
Florida
$214K +$201K +7,882 New
FMI
806
Frec Markets Inc
California
$213K +$201K +7,858 New
SWM
807
Sandro Wealth Management
New Jersey
$213K +$201K +7,854 New
CFG
808
Citizens Financial Group
Rhode Island
$213K -$50.1K -1,960 -20%
SL
809
Summitry LLC
California
$211K +$199K +7,777 New
FFWA
810
Forthright Family Wealth Advisory
Texas
$211K
ZIM
811
Zacks Investment Management
Illinois
$211K +$3.65K +143 +2%
NC
812
nVerses Capital
Florida
$210K +$198K +7,761 New
DF
813
DecisionPoint Financial
Arizona
$209K
EWA
814
Exencial Wealth Advisors
Oklahoma
$208K +$196K +7,685 New
PWC
815
PYA Waltman Capital
Tennessee
$208K
PA
816
PFG Advisors
Arizona
$207K -$52.8K -2,069 -21%
MPI
817
Mairs & Power Inc
Minnesota
$207K -$54.1K -2,120 -22%
MCA
818
Millennium Capital Advisors
Arkansas
$206K -$62.7K -2,455 -24%
AA
819
Argent Advisors
Louisiana
$205K -$5.57K -218 -3%
IWM
820
IHT Wealth Management
Illinois
$205K +$193K +7,573 New
CRC
821
Curi RMB Capital
Illinois
$204K +$194K +7,594 New
DC
822
Davenport & Co
Virginia
$203K +$192K +7,503 New
PAA
823
Peregrine Asset Advisers
Oregon
$203K +$192K +7,500 New
SWP
824
Summit Wealth Partners
Florida
$203K +$192K +7,500 New
HFM
825
Harvest Fund Management
China
$203K