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Citizens Financial Group

791 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 280 increasing their positions, 306 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
-28
Holders Change %
-3.42%
% of All Funds
10.6%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
106
Increased
280
Reduced
306
Closed
117
Calls
$161M
Puts
$143M
Net Calls
+$18.3M
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
451
Steward Partners Investment Advisory
New York
$504K -$23.3K -521 -4%
PP
452
Prudential plc
United Kingdom
$502K
ECM
453
Evergreen Capital Management
Washington
$493K +$105K +2,336 +27%
SC
454
Syon Capital
California
$492K +$153K +3,429 +45%
DT
455
Diversified Trust
Tennessee
$490K +$2.82K +63 +0.6%
KPWS
456
Kestra Private Wealth Services
Texas
$484K +$71.8K +1,604 +17%
CWM
457
Compass Wealth Management
Connecticut
$481K
Lido Advisors
458
Lido Advisors
California
$481K -$186K -4,149 -28%
IMCOOI
459
Investment Management Corp of Ontario (IMCO)
Canada
$479K -$80.6K -1,800 -14%
FPAS
460
Focus Partners Advisor Solutions
Missouri
$478K -$208K -4,643 -30%
CPIG
461
Chicago Partners Investment Group
Illinois
$467K +$467K +9,353 New
MSA
462
MUFG Securities Americas
New York
$465K +$79K +1,766 +20%
BTI
463
Blue Trust Inc
Georgia
$465K +$35.1K +784 +8%
CCA
464
Cobblestone Capital Advisors
New York
$465K +$16.6K +371 +4%
Envestnet Portfolio Solutions
465
Envestnet Portfolio Solutions
Illinois
$464K -$60.5K -1,352 -12%
ASN
466
Advisory Services Network
Georgia
$463K +$106K +2,219 +30%
LI
467
LifeWealth Investments
Florida
$461K -$127K -2,846 -22%
P
468
Pitcairn
Pennsylvania
$460K -$124K -2,762 -21%
SQA
469
Simon Quick Advisors
New Jersey
$456K +$55.2K +1,233 +14%
GIA
470
Gladstone Institutional Advisory
Florida
$453K -$7.21K -161 -2%
SACTSONJ
471
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$448K
LAM
472
LECAP Asset Management
United Kingdom
$447K -$201K -4,498 -31%
EFG
473
Everhart Financial Group
Ohio
$445K -$130K -2,907 -23%
SCP
474
Sivia Capital Partners
California
$439K +$212K +4,739 +93%
FFA
475
Farther Finance Advisors
California
$433K +$96.4K +2,154 +29%