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Citizens Financial Group

1,011 hedge funds and large institutions have $23.8B invested in Citizens Financial Group in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 430 increasing their positions, 305 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

1% less capital invested

Capital invested by funds: $24B → $23.8B (-$191M)

2.17% less ownership

Funds ownership: 95.71%93.55% (-2.2%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
476
Arax Advisory Partners
Colorado
$934K +$2.09K +34 +0.2%
William Blair & Company
477
William Blair & Company
Illinois
$919K -$54.5K -886 -5%
GCA
478
Greenwood Capital Associates
South Carolina
$918K -$602K -9,798 -39%
BA
479
Bluesphere Advisors
Pennsylvania
$910K
KAS
480
Kestra Advisory Services
Texas
$907K +$61.3K +998 +7%
SW
481
Simplicity Wealth
New Jersey
$906K +$3.01K +49 +0.3%
Brown Advisory
482
Brown Advisory
Maryland
$901K +$6.88K +112 +0.8%
GAM
483
Gotham Asset Management
New York
$898K +$42.7K +694 +5%
AF
484
Allworth Financial
California
$897K -$14.3K -233 -2%
DLP
485
De Lisle Partners
United Kingdom
$891K
CL
486
Choreo LLC
Illinois
$887K +$3.75K +61 +0.4%
MCM
487
MAI Capital Management
Ohio
$884K +$353K +5,739 +64%
EOJOAM
488
E. Ohman J:or Asset Management
Sweden
$882K -$166K -2,699 -16%
WIA
489
World Investment Advisors
California
$877K -$43.8K -713 -5%
DADC
490
D.A. Davidson & Co
Montana
$868K -$615 -10 -0.1%
SCM
491
Sterling Capital Management
North Carolina
$867K -$675K -10,988 -43%
WA
492
Waverly Advisors
Alabama
$865K +$313K +5,098 +55%
Lido Advisors
493
Lido Advisors
California
$863K -$16.7K -271 -2%
MAMA
494
Myriad Asset Management Advisors
Florida
$863K +$884K +14,387 New
CPSC
495
Carl P. Sherr & Co
Massachusetts
$861K -$61 -1 -0%
4WM
496
44 Wealth Management
Oregon
$860K +$447K +7,278 +103%
GT
497
Greenleaf Trust
Michigan
$855K +$15.9K +258 +2%
SOS
498
Silver Oak Securities
Tennessee
$847K +$84.4K +1,373 +11%
CFAM
499
Center For Asset Management
Florida
$820K +$38.2K +622 +5%
AIA
500
Affinity Investment Advisors
California
$818K +$134K +2,173 +19%

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.