We are live on ! Find out more
RF icon

Regions Financial

960 hedge funds and large institutions have $16.9B invested in Regions Financial in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 374 increasing their positions, 316 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 93

18% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 316

12% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $71.7M

1% more funds holding

Funds holding: 946960 (+14)

1% more capital invested

Capital invested by funds: $16.8B → $16.9B (+$144M)

0.83% less ownership

Funds ownership: 80.78%79.96% (-0.83%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
960
Holders Change
+14
Holders Change %
+1.48%
% of All Funds
12.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
116
Increased
374
Reduced
316
Closed
93
Calls
$80.5M
Puts
$71.7M
Net Calls
+$8.79M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
926
Dogwood Wealth Management
Kansas
$1.7K +$1.46K +69 New
CT
927
Caldwell Trust
Florida
$1.67K -$2.29K -108 -60%
AFG
928
Albion Financial Group
Utah
$1.62K
AWM
929
Atticus Wealth Management
Florida
$1.44K +$1.29K +61 New
TIM
930
Tortoise Investment Management
New York
$1.44K +$1.29K +61 New
Kayne Anderson Rudnick Investment Management
931
Kayne Anderson Rudnick Investment Management
California
$1.39K +$677 +32 +119%
PWM
932
Parkworth Wealth Management
California
$1.36K +$825 +39 +205%
PIM
933
Plato Investment Management
Australia
$1.36K +$85 +4 +7%
SIC
934
SJS Investment Consulting
Ohio
$1.32K -$720 -34 -38%
SC
935
Solstein Capital
California
$1.27K +$1.14K +54 New
DI
936
DAGCO Inc
Ohio
$1.25K
HFS
937
Hughes Financial Services
Virginia
$1.22K +$127 +6 +14%
CAC
938
Core Alternative Capital
Georgia
$1.2K
BHWM
939
Bay Harbor Wealth Management
Maryland
$1.07K +$402 +19 +73%
APW
940
Aventura Private Wealth
Florida
$1.03K
TIM
941
Total Investment Management
Arizona
$1.03K +$931 +44 New
PMAM
942
Picton Mahoney Asset Management
Ontario, Canada
$1K -$20.5K -969 -95%
HIA
943
HFM Investment Advisors
New Jersey
$988 +$444 +21 +100%
KG
944
Kilter Group
New York
$941 +$847 +40 New
QWM
945
Quaker Wealth Management
New Jersey
$871 +$783 +37 New
NL
946
NVWM LLC
Pennsylvania
$870 -$106 -5 -12%
AP
947
Aspect Partners
Virginia
$682 +$614 +29 New
GWSG
948
GPS Wealth Strategies Group
Colorado
$659 +$550 +26 +1,300%
WA
949
WestEnd Advisors
North Carolina
$470 -$148 -7 -26%
PWM
950
Puff Wealth Management
New Jersey
$470 +$423 +20 New

RF Hedge Fund Activity: Q2 2025 in Review

960 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2025, worth a combined $16.9B — up 0.86% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new RF positions and 93 closed out — a net gain of 23 holders — while 374 added to existing stakes and 316 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $158M. The largest seller was Amundi, cutting an estimated $130M.

  • 960 institutional investors held Regions Financial (RF) as of Q2 2025, up from 946 in Q1 2025.
  • Funds reported $16.9B of Regions Financial stock for Q2 2025, up 0.86% quarter-over-quarter.
  • 116 funds opened new Regions Financial positions in Q2 2025 and 93 closed out, a net change of +23 holders.
  • The largest Regions Financial buyer in Q2 2025 was Victory Capital Management, an estimated $158M added.
  • The largest Regions Financial seller in Q2 2025 was Amundi, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2025.