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Citizens Financial Group

795 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 280 increasing their positions, 307 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

9% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 307

3% less funds holding

Funds holding: 820795 (-25)

10% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 119

Holders
795
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$161M
Puts
$143M
Net Calls
Net Calls Change

Top Sellers

1 -$385M
2 -$60.7M
3 -$57.6M
4
Deutsche Bank
Deutsche Bank
Germany
-$50.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
226
Fisher Asset Management
Washington
$3.49M
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$3.43M
HW
228
HORAN Wealth
Ohio
$3.41M
DnB Asset Management
229
DnB Asset Management
Norway
$3.37M
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$3.34M
URS
231
Utah Retirement Systems
Utah
$3.23M
ACM
232
Ategra Capital Management
Virginia
$3.13M
VPIM
233
Vanguard Personalized Indexing Management
California
$3.13M
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$3.08M
AG
235
Ascent Group
Virginia
$3.08M
PU
236
Petiole USA
New York
$3.02M
SC
237
Savant Capital
Illinois
$3.01M
PFM
238
Patton Fund Management
Texas
$3M
PFSRSONJ
239
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.95M
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$2.93M
NYLIM
241
New York Life Investment Management
New York
$2.91M
BCM
242
Bridgeway Capital Management
Texas
$2.91M
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$2.88M
MCM
244
MV Capital Management
Maryland
$2.84M
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$2.79M
OBAM
246
ODDO BHF Asset Management
France
$2.78M
X
247
Xponance
Pennsylvania
$2.78M
SG
248
StoneX Group
New York
$2.7M
MML Investors Services
249
MML Investors Services
Massachusetts
$2.64M
IIM
250
INTECH Investment Management
Florida
$2.57M