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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
SF
526
Summit Financial
New Jersey
$300K
CI
527
CX Institutional
Indiana
$297K
VanEck Associates
528
VanEck Associates
New York
$296K
AWM
529
Accurate Wealth Management
Florida
$295K
PIA
530
Pinion Investment Advisors
Kansas
$295K
MG
531
Mather Group
Illinois
$294K
EWA
532
EverSource Wealth Advisors
Alabama
$294K
TCA
533
Transcend Capital Advisors
New Jersey
$291K
FCP
534
Fidelis Capital Partners
Florida
$290K
FWCM
535
Ferguson Wellman Capital Management
Oregon
$289K
WIA
536
World Investment Advisors
California
$289K
WT
537
Whittier Trust
California
$288K
KFC
538
Klingenstein Fields & Co
New York
$286K
KWA
539
Kingswood Wealth Advisors
California
$286K
Citadel Advisors
540
Citadel Advisors
Florida
$284K
PCM
541
Pointe Capital Management
Michigan
$281K
GC
542
Gilbert & Cook
Iowa
$281K
1C
543
111 Capital
France
$277K
HS
544
Horan Securities
United States
$273K
SW
545
SVB Wealth
Massachusetts
$272K
TA
546
TFB Advisors
Kansas
$272K
LCC
547
Lincoln Capital Corp
Rhode Island
$272K
HSA
548
HBK Sorce Advisory
Pennsylvania
$272K
HCM
549
Hall Capital Management
Rhode Island
$271K
CA
550
Crumly & Associates
Illinois
$270K