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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
EP
901
Essential Partners
California
$30.6K -$97.6K -3,494 -75%
SWM
902
Spire Wealth Management
Virginia
$30.4K -$56 -2 -0.2%
GSEP
903
Golden State Equity Partners
California
$30.4K +$32.5K +1,164 New
UCB
904
United Community Bank
South Carolina
$29.7K -$475 -17 -1%
CAL
905
Capital Analysts LLC
Pennsylvania
$29K -$6.81K -244 -18%
DWM
906
Darwin Wealth Management
Florida
$28.1K +$279 +10 +0.9%
RF
907
Rossby Financial
Florida
$28K +$4.52K +162 +18%
SIS
908
Sound Income Strategies
Florida
$27.9K -$132K -4,719 -82%
HPC
909
HM Payson & Co
Maine
$27.7K
SC
910
SouthState Corp
Florida
$27.7K -$1.42K -51 -5%
AWM
911
Ameliora Wealth Management
Switzerland
$27.1K
WPA
912
Wealth Preservation Advisors
Tennessee
$26.1K -$47.1K -1,687 -63%
GCM
913
Gables Capital Management
Florida
$26.1K
CHC
914
City Holding Co
West Virginia
$26.1K
WSFG
915
Wall Street Financial Group
Illinois
$26.1K +$27.9K +999 New
PWA
916
Provenance Wealth Advisors
Florida
$23.3K -$391 -14 -2%
VNT
917
Vanguard National Trust
Pennsylvania
$22.8K +$24.3K +872 New
PCTC
918
Perkins Coie Trust Company
Washington
$22.7K
TPWA
919
Twin Peaks Wealth Advisors
California
$22.7K +$24.2K +868 New
USB
920
Union Savings Bank
Connecticut
$22.4K
CFD
921
Creative Financial Designs
Indiana
$22.3K
EB
922
Eastern Bank
Massachusetts
$21.2K -$949 -34 -4%
GKIM
923
GW&K Investment Management
Massachusetts
$21K -$28 -1 -0.1%
LSA
924
Leonteq Securities AG
Switzerland
$20K -$12.7K -455 -37%
LI
925
LRI Investments
Florida
$19.7K +$9.77K +350 +87%