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Citizens Financial Group

1,011 hedge funds and large institutions have $23.8B invested in Citizens Financial Group in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 430 increasing their positions, 305 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

1% less capital invested

Capital invested by funds: $24B → $23.8B (-$191M)

2.17% less ownership

Funds ownership: 95.71%93.55% (-2.2%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.8B +$68.8M +1,119,192 +2%
Capital World Investors
2
Capital World Investors
California
$1.67B -$552M -8,982,654 -24%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.61B +$1.65B +26,864,839 New
Invesco
4
Invesco
Georgia
$1.37B +$11.8M +192,653 +0.8%
State Street
5
State Street
Massachusetts
$1.22B -$153M -2,493,294 -11%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$1.19B +$1.22B +19,925,763 New
Morgan Stanley
7
Morgan Stanley
New York
$762M +$91.9M +1,494,706 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$706M +$27.6M +449,328 +4%
AQR Capital Management
9
AQR Capital Management
Connecticut
$434M -$23.5M -381,914 -5%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$430M +$6.28M +102,199 +1%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$406M +$11.9M +193,510 +3%
Charles Schwab
12
Charles Schwab
California
$401M -$4.3M -69,910 -1%
LSV Asset Management
13
LSV Asset Management
Illinois
$363M -$8.8M -143,218 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$283M +$1.76M +28,602 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
$274M -$31.7M -515,920 -10%
Northern Trust
16
Northern Trust
Illinois
$269M +$780K +12,691 +0.3%
Victory Capital Management
17
Victory Capital Management
Texas
$246M -$39M -634,896 -13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$242M -$32.1M -521,789 -11%
Citadel Advisors
19
Citadel Advisors
Florida
$233M +$113M +1,830,623 +89%
UBS AM
20
UBS AM
Illinois
$201M +$26.3M +427,697 +15%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$177M +$108M +1,764,433 +148%
Legal & General Group
22
Legal & General Group
United Kingdom
$169M +$501K +8,153 +0.3%
Amundi
23
Amundi
France
$169M -$43.2M -703,235 -20%
Bank of America
24
Bank of America
North Carolina
$161M +$7.77M +126,499 +5%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$156M -$14.6M -237,593 -8%

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.