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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
ADL
976
Asset Dedication LLC
California
$6.58K -$7.48K -268 -52%
EWM
977
Evolution Wealth Management
Florida
$6.58K +$7.04K +252 New
AWM
978
Abound Wealth Management
Tennessee
$6.43K
UFPG
979
United Financial Planning Group
New York
$6.27K +$6.7K +240 New
CA
980
Crewe Advisors
Utah
$6.09K
RFA
981
Reyes Financial Architecture
California
$6.01K
CB
982
Centennial Bank
Arkansas
$5.62K
IWM
983
IMG Wealth Management
Florida
$5.46K -$3.69K -132 -39%
RWM
984
Rialto Wealth Management
New York
$5.33K +$866 +31 +18%
TWM
985
Tripletail Wealth Management
Florida
$5.29K
HCM
986
Hollencrest Capital Management
California
$5.09K
JWM
987
JPL Wealth Management
Colorado
$5.07K +$5.42K +194 New
JGCM
988
Joseph Group Capital Management
Ohio
$5.07K +$5.42K +194 New
JSAM
989
J. Safra Asset Management
New York
$4.96K
NRG
990
Nemes Rush Group
Michigan
$4.94K
FCAS
991
First Command Advisory Services
Texas
$4.54K +$2.32K +83 +91%
CCC
992
Chelsea Counsel Company
California
$4.49K
CCM
993
Chilton Capital Management
Texas
$4.34K +$4.63K +166 New
GSWM
994
Golden State Wealth Management
California
$4.19K
OAJ
995
Ogorek Anthony Joseph
New York
$4K -$2.99K -107 -37%
AW
996
Avion Wealth
Texas
$4K
CMP
997
Coston McIsaac & Partners
Maine
$4K
DWM
998
Dogwood Wealth Management
Kansas
$3.94K -$2.09K -75 -33%
HNW
999
High Note Wealth
Minnesota
$3.89K +$1.81K +65 +77%
WA
1000
Westfuller Advisors
New York
$3.87K +$56 +2 +1%