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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
CAMG
551
CWA Asset Management Group
Florida
$603K
AHB
552
Abner Herrman & Brock
New Jersey
$600K
MAM
553
Montchanin Asset Management
Delaware
$600K
AWM
554
Accurate Wealth Management
Florida
$588K
CIA
555
Caerus Investment Advisors
Texas
$586K
RWM
556
Ritholtz Wealth Management
New York
$584K
PS
557
Principal Securities
Iowa
$584K
BBHC
558
Brown Brothers Harriman & Co
New York
$579K
HBT
559
Heartland Bank & Trust
Illinois
$575K
CIA
560
Concurrent Investment Advisors
Florida
$568K
OAM
561
Oxford Asset Management
United Kingdom
$562K
MSFP
562
Mark Sheptoff Financial Planning
Connecticut
$560K
DILIC
563
Dai-ichi Life Insurance Company
Japan
$560K
LAM
564
LECAP Asset Management
United Kingdom
$555K
MAM
565
Mystic Asset Management
Rhode Island
$553K
WA
566
Waddell & Associates
Tennessee
$552K
RCA
567
Resonant Capital Advisors
Wisconsin
$552K
SAM
568
Smartleaf Asset Management
Massachusetts
$550K
BP
569
Ballentine Partners
Massachusetts
$546K
Envestnet Portfolio Solutions
570
Envestnet Portfolio Solutions
Illinois
$546K
CAM
571
Cresset Asset Management
Illinois
$542K
HCA
572
Harbour Capital Advisors
Virginia
$541K
VA
573
VestGen Advisors
Illinois
$536K
WSFS
574
Wilmington Savings Fund Society
Delaware
$536K
C
575
Certuity
Florida
$534K