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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
CAMG
551
CWA Asset Management Group
Florida
$603K +$618K +10,053 New
AHB
552
Abner Herrman & Brock
New Jersey
$600K +$615K +10,000 New
MAM
553
Montchanin Asset Management
Delaware
$600K +$615K +10,000 New
AWM
554
Accurate Wealth Management
Florida
$588K +$84.4K +1,374 +18%
CIA
555
Caerus Investment Advisors
Texas
$586K +$15.7K +256 +3%
RWM
556
Ritholtz Wealth Management
New York
$584K +$146K +2,382 +32%
PS
557
Principal Securities
Iowa
$584K -$33.1K -538 -5%
BBHC
558
Brown Brothers Harriman & Co
New York
$579K +$402K +6,539 +209%
HBT
559
Heartland Bank & Trust
Illinois
$575K +$18.6K +303 +3%
CIA
560
Concurrent Investment Advisors
Florida
$568K -$8.11K -132 -1%
OAM
561
Oxford Asset Management
United Kingdom
$562K +$576K +9,375 New
MSFP
562
Mark Sheptoff Financial Planning
Connecticut
$560K
DILIC
563
Dai-ichi Life Insurance Company
Japan
$560K -$497K -8,088 -46%
LAM
564
LECAP Asset Management
United Kingdom
$555K -$743K -12,084 -57%
MAM
565
Mystic Asset Management
Rhode Island
$553K +$25.4K +414 +5%
WA
566
Waddell & Associates
Tennessee
$552K +$85.2K +1,386 +18%
RCA
567
Resonant Capital Advisors
Wisconsin
$552K +$565K +9,199 New
SAM
568
Smartleaf Asset Management
Massachusetts
$550K +$74.3K +1,209 +14%
BP
569
Ballentine Partners
Massachusetts
$546K +$4.86K +79 +0.9%
Envestnet Portfolio Solutions
570
Envestnet Portfolio Solutions
Illinois
$546K -$251K -4,078 -31%
CAM
571
Cresset Asset Management
Illinois
$542K -$284K -4,627 -34%
HCA
572
Harbour Capital Advisors
Virginia
$541K +$510K +8,300 New
VA
573
VestGen Advisors
Illinois
$536K +$282K +4,594 +113%
WSFS
574
Wilmington Savings Fund Society
Delaware
$536K +$549K +8,932 New
C
575
Certuity
Florida
$534K +$168K +2,739 +44%

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.