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Citizens Financial Group

791 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 280 increasing their positions, 306 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
-28
Holders Change %
-3.42%
% of All Funds
10.6%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
106
Increased
280
Reduced
306
Closed
117
Calls
$161M
Puts
$143M
Net Calls
+$18.3M
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
576
VisionPoint Advisory Group
Texas
$228K +$228K +5,106 New
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$227K +$227K +5,081 New
DADC
578
D.A. Davidson & Co
Montana
$227K -$582 -13 -0.3%
Brown Advisory
579
Brown Advisory
Maryland
$227K -$23K -515 -9%
GLA
580
Great Lakes Advisors
Illinois
$226K -$324K -7,248 -59%
GS
581
GTS Securities
New York
$225K -$895K -19,994 -80%
Vontobel Holding
582
Vontobel Holding
Switzerland
$225K -$21.7K -484 -9%
DW30
583
Drucker Wealth 3.0
New Jersey
$225K +$225K +4,748 New
RF
584
Rossby Financial
Florida
$224K -$4.97K -111 -2%
PP
585
PDS Planning
Ohio
$224K +$224K +4,996 New
Parallax Volatility Advisers
586
Parallax Volatility Advisers
California
$217K -$881K -19,685 -80%
BIAS
587
Beacon Investment Advisory Services
New Jersey
$216K +$216K +4,827 New
BFS
588
Bradley Foster & Sargent
Connecticut
$215K +$215K +4,797 New
HPM
589
Hoxton Planning & Management
West Virginia
$214K +$214K +4,792 New
WSFS
590
Wilmington Savings Fund Society
Delaware
$213K +$116K +2,583 +119%
EIC
591
Equity Investment Corp
Georgia
$210K +$210K +4,697 New
AWA
592
Aaron Wealth Advisors
Illinois
$208K -$78.4K -1,752 -27%
RFS
593
Richardson Financial Services
Massachusetts
$208K -$3.23K -70 -2%
IGAM
594
iA Global Asset Management
Quebec, Canada
$208K +$208K +4,657 New
CAM
595
Cidel Asset Management
Ontario, Canada
$207K +$207K +4,630 New
IIM
596
Ipswich Investment Management
Massachusetts
$207K +$207K +4,624 New
VCM
597
Versant Capital Management
Arizona
$206K -$2.46K -55 -1%
PCS
598
Personal CFO Solutions
New Jersey
$205K +$205K +4,588 New
CB
599
Cadence Bank
Mississippi
$200K +$200K +4,478 New
OCM
600
Orion Capital Management
California
$200K