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Citizens Financial Group

1,010 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
1,010
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
476
Arax Advisory Partners
Colorado
$934K
William Blair & Company
477
William Blair & Company
Illinois
$919K
GCA
478
Greenwood Capital Associates
South Carolina
$918K
BA
479
Bluesphere Advisors
Pennsylvania
$910K
KAS
480
Kestra Advisory Services
Texas
$907K
SW
481
Simplicity Wealth
New Jersey
$906K
Brown Advisory
482
Brown Advisory
Maryland
$901K
GAM
483
Gotham Asset Management
New York
$898K
AF
484
Allworth Financial
California
$897K
DLP
485
De Lisle Partners
United Kingdom
$891K
CL
486
Choreo LLC
Illinois
$887K
MCM
487
MAI Capital Management
Ohio
$884K
EOJOAM
488
E. Ohman J:or Asset Management
Sweden
$882K
WIA
489
World Investment Advisors
California
$877K
DADC
490
D.A. Davidson & Co
Montana
$868K
SCM
491
Sterling Capital Management
North Carolina
$867K
WA
492
Waverly Advisors
Alabama
$865K
Lido Advisors
493
Lido Advisors
California
$863K
MAMA
494
Myriad Asset Management Advisors
Florida
$863K
CPSC
495
Carl P. Sherr & Co
Massachusetts
$861K
4WM
496
44 Wealth Management
Oregon
$860K
GT
497
Greenleaf Trust
Michigan
$855K
SOS
498
Silver Oak Securities
Tennessee
$847K
CFAM
499
Center For Asset Management
Florida
$820K
AIA
500
Affinity Investment Advisors
California
$818K