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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
HWA
851
Heritage Wealth Advisors
Virginia
$89.8K +$96K +3,437 New
DMBA
852
Deseret Mutual Benefit Administrators
Utah
$86.5K +$42.6K +1,526 +85%
TF
853
Tompkins Financial
New York
$84.9K +$90.7K +3,250 New
IBOK
854
Independence Bank of Kentucky
Kentucky
$84.2K -$4.08K -146 -4%
HFM
855
Hartford Financial Management
Connecticut
$83.6K
QL
856
Quarry LP
New York
$83.1K -$98.3K -3,522 -53%
TFA
857
Transamerica Financial Advisors
Florida
$82.7K +$7.9K +283 +10%
CH
858
Cromwell Holdings
Wyoming
$81.1K
AA
859
Ancora Advisors
Ohio
$80.4K +$19.1K +683 +29%
MTIC
860
Missouri Trust & Investment Company
Missouri
$79.5K
FMB
861
Field & Main Bank
Kentucky
$71.8K
LWMI
862
Legacy Wealth Management (Idaho)
Idaho
$67.6K +$10.6K +381 +17%
BC
863
Bayforest Capital
United Kingdom
$66.8K +$26.8K +959 +60%
AG
864
AmeriFlex Group
Nevada
$66K +$17.5K +626 +33%
BGAI
865
Bruce G. Allen Investments
Colorado
$65.5K -$48.5K -1,738 -41%
OL
866
OneFund LLC
Florida
$63.5K -$6.42K -230 -9%
HPBT
867
Hickory Point Bank & Trust
Illinois
$61.9K +$66.1K +2,369 New
MCM
868
Manchester Capital Management
Vermont
$60.9K -$8.57K -307 -12%
IAAG
869
Innovative Asset Advisors Group
Connecticut
$60.5K +$64.2K +2,298 New
AIM
870
Axiom Investment Management
New York
$60.1K +$64.2K +2,300 New
PNC
871
Park National Corp
Ohio
$57.9K +$61.9K +2,218 New
WSFS
872
Wilmington Savings Fund Society
Delaware
$53.4K +$15.2K +543 +36%
FWM
873
Focused Wealth Management
New York
$52.2K +$55.8K +2,000 New
GBT
874
Grove Bank & Trust
Florida
$51.8K
BCWM
875
Bartlett & Co Wealth Management
Ohio
$50.8K +$168 +6 +0.3%