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Citizens Financial Group

797 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, 279 increasing their positions, 309 reducing their positions, and 120 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:

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 309

3% less funds holding

Funds holding: 821797 (-24)

11% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 120

Holders
797
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
CHAM
376
Clear Harbor Asset Management
Connecticut
$873K
UCFA
377
United Capital Financial Advisors
Texas
$867K
CWM
378
Congress Wealth Management
Massachusetts
$866K
SWM
379
SeaCrest Wealth Management
New York
$864K
MAM
380
Meeder Asset Management
Ohio
$863K
RBC
381
Romano Brothers & Co
Illinois
$835K
SM
382
Salzhauer Michael
$832K
ECA
383
Elevated Capital Advisors
Utah
$820K
OTPPB
384
Ontario Teachers' Pension Plan Board
Ontario, Canada
$811K
QCG
385
Quadrant Capital Group
Ohio
$807K
GFA
386
Gallagher Fiduciary Advisors
Illinois
$798K
WI
387
WBI Investments
New Jersey
$789K
QCM
388
QRG Capital Management
Illinois
$788K
DILIC
389
Dai-ichi Life Insurance Company
Japan
$779K
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$779K
CAM
391
Cresset Asset Management
Illinois
$774K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
392
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$774K
VT
393
Vise Technologies
New York
$767K
CAG
394
Csenge Advisory Group
Florida
$760K
IMRF
395
Illinois Municipal Retirement Fund
Illinois
$759K
P
396
&Partners
Tennessee
$755K
AWM
397
Apollon Wealth Management
South Carolina
$749K
OAC
398
OMERS Administration Corp
Ontario, Canada
$741K
EF
399
Empirical Finance
Pennsylvania
$738K
MIF
400
Mediolanum International Funds
Ireland
$719K