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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
BCV
501
Banque Cantonale Vaudoise
Switzerland
$816K +$119K +1,944 +17%
NMIMC
502
Northwestern Mutual Investment Management Company
Wisconsin
$815K -$7.62K -124 -0.9%
GAM
503
Groupama Asset Management
France
$810K -$1.09M -17,780 -57%
AIC
504
Archer Investment Corporation
Indiana
$810K
CAG
505
Csenge Advisory Group
Florida
$807K -$45.4K -739 -5%
Bessemer Group
506
Bessemer Group
New Jersey
$801K -$25.5K -415 -3%
1IA
507
1834 Investment Advisors
Wisconsin
$790K +$87.1K +1,417 +12%
CHAM
508
Clear Harbor Asset Management
Connecticut
$785K -$406K -6,612 -34%
LCGC
509
Legacy Capital Group California
California
$776K -$89.5K -1,456 -10%
ECM
510
Everence Capital Management
Indiana
$769K
MSA
511
MUFG Securities Americas
New York
$766K +$12.8K +209 +2%
KCP
512
Kera Capital Partners
California
$759K +$17.5K +284 +2%
VSQM
513
V-Square Quantitative Management
Illinois
$754K +$35.6K +579 +5%
RIL
514
Rothschild Investment LLC
Illinois
$745K +$201K +3,265 +36%
NDSIB
515
North Dakota State Investment Board
North Dakota
$744K -$155K -2,514 -17%
VF
516
Virtu Financial
New York
$738K +$757K +12,310 New
SAI
517
Savvy Advisors Inc
New York
$722K +$27.4K +446 +4%
HAI
518
Hennessy Advisors Inc
California
$720K +$123K +2,000 +20%
SL
519
Sentinus LLC
Illinois
$716K +$125K +2,036 +21%
EWM
520
Empirical Wealth Management
Washington
$713K +$325K +5,296 +80%
PH
521
Pinnacle Holdings
Oklahoma
$699K
LNWTC
522
Laird Norton Wetherby Trust Company
Washington
$699K -$21.6K -352 -3%
FMI
523
Frec Markets Inc
California
$698K +$367K +5,978 +106%
CB
524
Commerce Bank
Missouri
$697K +$34.5K +562 +5%
FCA
525
Fortis Capital Advisors
Kansas
$692K -$40.8K -664 -5%

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.