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Citizens Financial Group

858 hedge funds and large institutions have $21.4B invested in Citizens Financial Group in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 305 increasing their positions, 289 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

33% more call options, than puts

Call options by funds: $131M | Put options by funds: $98.3M

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.95B)

7% more funds holding

Funds holding: 804858 (+54)

6% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 289

0.96% less ownership

Funds ownership: 94.4%93.44% (-0.96%)

Holders
858
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
11.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.21%
New
142
Increased
305
Reduced
289
Closed
76
Calls
$131M
Puts
$98.3M
Net Calls
+$32.4M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$134M +$1.72M +34,595 +1%
Victory Capital Management
27
Victory Capital Management
Texas
$134M +$11M +219,999 +10%
Deutsche Bank
28
Deutsche Bank
Germany
$125M +$33.9M +681,877 +41%
HAM
29
HoldCo Asset Management
Florida
$111M
ZIG
30
Zurich Insurance Group
Switzerland
$111M +$79.4M +1,594,326 +326%
Swedbank
31
Swedbank
Sweden
$101M +$27.5M +553,246 +41%
JP Morgan Chase
32
JP Morgan Chase
New York
$96M -$64.6M -1,297,626 -42%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$95.8M -$33.2M -667,842 -27%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$95M +$78M +1,566,239 +709%
AssetMark Inc
35
AssetMark Inc
California
$88.9M -$929K -18,670 -1%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$87.2M +$81.6M +1,639,831 New
Raymond James Financial
37
Raymond James Financial
Florida
$86.4M +$16.9M +339,306 +26%
Amundi
38
Amundi
France
$80.3M -$70.4M -1,413,984 -49%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$80.1M -$54.2M -1,087,980 -42%
First Trust Advisors
40
First Trust Advisors
Illinois
$70.6M -$9.3M -186,779 -12%
PCM
41
Prana Capital Management
Connecticut
$69.7M -$10.2M -204,007 -13%
SC
42
Shellback Capital
Massachusetts
$69.7M +$65.2M +1,310,640 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.5M +$11.4M +229,331 +21%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$68.1M -$15.5M -311,149 -20%
AAMU
45
AEGON Asset Management (UK)
United Kingdom
$63.3M +$790K +15,872 +1%
Wells Fargo
46
Wells Fargo
California
$62.6M +$24.9M +500,634 +74%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$60.7M +$499K +10,035 +0.9%
SAM
48
Synergy Asset Management
Washington
$60.4M +$56.6M +1,136,841 New
CCM
49
Causeway Capital Management
California
$57.9M +$2.84M +57,086 +6%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$57.6M +$3.43M +68,815 +7%

CFG Hedge Fund Activity: Q3 2025 in Review

858 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2025, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 76 closed out — a net gain of 66 holders — while 305 added to existing stakes and 289 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $289M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $199M.

  • 858 institutional investors held Citizens Financial Group (CFG) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $21.4B of Citizens Financial Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q3 2025 and 76 closed out, a net change of +66 holders.
  • The largest Citizens Financial Group buyer in Q3 2025 was Ninety One (UK), an estimated $289M added.
  • The largest Citizens Financial Group seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.