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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
Q1WB
876
Quest 10 Wealth Builders
Virginia
$23.1K
TFA
877
Transamerica Financial Advisors
Florida
$23.1K +$13.7K +529 +155%
PCTC
878
Perkins Coie Trust Company
Washington
$23K
CFD
879
Creative Financial Designs
Indiana
$22.5K
TCOV
880
Trust Company of Vermont
Vermont
$22.4K
EB
881
Eastern Bank
Massachusetts
$21.4K
GKIM
882
GW&K Investment Management
Massachusetts
$20K
CPG
883
Cornerstone Planning Group
New Jersey
$19K -$1.12K -43 -30%
OIA
884
Optimum Investment Advisors
Illinois
$18.5K
BONH
885
Bank of New Hampshire
New Hampshire
$18K -$7.79K -300 -31%
YP
886
YANKCOM Partnership
South Dakota
$17.5K
PWA
887
Physician Wealth Advisors
Utah
$17.5K +$8.62K +332 +101%
RF
888
Rossby Financial
Florida
$17.2K +$2.42K +93 +16%
GFWA
889
Grey Fox Wealth Advisors
Delaware
$16.3K +$15.9K +611 New
SWM
890
Spire Wealth Management
Virginia
$16.1K +$468 +18 +3%
WOSD
891
WFA of San Diego
California
$15.8K
CIAS
892
CBIZ Investment Advisory Services
Ohio
$15.4K +$1.92K +74 +15%
S
893
Sachetta
Massachusetts
$15.2K +$2.29K +88 +18%
DWA
894
Delos Wealth Advisors
Texas
$15.2K
SC
895
SouthState Corp
Florida
$15.1K -$3.61K -139 -20%
PFSC
896
Peoples Financial Services Corp
Pennsylvania
$15K
SS
897
SBI Securities
Japan
$14.6K -$7.3K -281 -34%
GA
898
GoalVest Advisory
New York
$14K
PB
899
Pinnacle Bancorp
Nebraska
$13.9K
BF
900
BOK Financial
Oklahoma
$13.8K +$10.9K +420 +404%