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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
CMBA
1026
C.M. Bidwell & Associates
Hawaii
$1.99K
CIAS
1027
CBIZ Investment Advisory Services
Ohio
$1.95K -$19.4K -694 -90%
CT
1028
Caldwell Trust
Florida
$1.85K
AFG
1029
Albion Financial Group
Utah
$1.8K
VWM
1030
Vermillion Wealth Management
Minnesota
$1.8K +$1.93K +69 New
HFS
1031
Hughes Financial Services
Virginia
$1.75K +$503 +18 +37%
SWM
1032
SHP Wealth Management
Massachusetts
$1.7K +$1.81K +65 New
HNB
1033
Hilltop National Bank
Wyoming
$1.54K -$5K -179 -75%
Kayne Anderson Rudnick Investment Management
1034
Kayne Anderson Rudnick Investment Management
California
$1.54K
CFG
1035
Clayton Financial Group
Missouri
$1.51K -$2.93K -105 -64%
CFM
1036
Cornerstone Financial Management
Massachusetts
$1.41K +$1.51K +54 New
STB
1037
S&T Bank
Pennsylvania
$1.31K +$1.4K +50 New
CWP
1038
Clark Wealth Partners
Illinois
$1.22K -$5.67K -203 -82%
HIA
1039
HFM Investment Advisors
New Jersey
$1.18K +$112 +4 +10%
QWM
1040
Quaker Wealth Management
New Jersey
$1.15K +$195 +7 +19%
APW
1041
Aventura Private Wealth
Florida
$1.15K
1CP
1042
1015 Capital Partners
Pennsylvania
$1.07K
KG
1043
Kilter Group
New York
$1.04K
VNA
1044
Valley National Advisers
Pennsylvania
$1K +$1.15K +41 New
PJC
1045
Phillip James Consulting
Minnesota
$1K +$1.93K +69 New
RS
1046
Rakuten Securities
Japan
$993
NL
1047
NVWM LLC
Pennsylvania
$976
CIAM
1048
Caitong International Asset Management
Hong Kong
$966 +$977 +35 +1,750%
NF
1049
Napier Financial
Massachusetts
$966 +$1.03K +37 New
AWM
1050
Activest Wealth Management
Florida
$836 +$419 +15 +88%