CFG icon

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
PA
451
Prossimo Advisors
California
$512K
EF
452
Empowered Funds
Pennsylvania
$505K
SPIA
453
Steward Partners Investment Advisory
New York
$504K
PP
454
Prudential plc
United Kingdom
$502K
ECM
455
Evergreen Capital Management
Washington
$493K
SC
456
Syon Capital
California
$492K
DT
457
Diversified Trust
Tennessee
$490K
KPWS
458
Kestra Private Wealth Services
Texas
$484K
CWM
459
Compass Wealth Management
Connecticut
$481K
Lido Advisors
460
Lido Advisors
California
$481K
IMCOOI
461
Investment Management Corp of Ontario (IMCO)
Canada
$479K
FPAS
462
Focus Partners Advisor Solutions
Missouri
$478K
CPIG
463
Chicago Partners Investment Group
Illinois
$467K
MSA
464
MUFG Securities Americas
New York
$465K
BTI
465
Blue Trust Inc
Georgia
$465K
CCA
466
Cobblestone Capital Advisors
New York
$465K
Envestnet Portfolio Solutions
467
Envestnet Portfolio Solutions
Illinois
$464K
ASN
468
Advisory Services Network
Georgia
$463K
LI
469
LifeWealth Investments
Florida
$461K
P
470
Pitcairn
Pennsylvania
$460K
GIA
471
Gladstone Institutional Advisory
Florida
$453K
SACTSONJ
472
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$448K
LAM
473
LECAP Asset Management
United Kingdom
$447K
EFG
474
Everhart Financial Group
Ohio
$445K
SCP
475
Sivia Capital Partners
California
$439K