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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
IA
576
IFP Advisors
Florida
$529K -$75.3K -1,225 -12%
LIA
577
Lynx Investment Advisory
District of Columbia
$519K +$6.02K +98 +1%
FC
578
FORA Capital
Florida
$516K -$2.61M -42,477 -83%
SWP
579
Sagespring Wealth Partners
Tennessee
$506K +$65.6K +1,068 +14%
TFA
580
Toth Financial Advisory
Virginia
$497K +$509K +8,280 New
ACM
581
Advisors Capital Management
New Jersey
$487K -$11.6K -188 -2%
FFG
582
Fortem Financial Group
California
$486K +$61K +993 +14%
EH
583
Equitable Holdings
New York
$484K +$80.9K +1,316 +19%
DE
584
Diversified Enterprises
Delaware
$482K +$7.87K +128 +2%
PCM
585
Polymer Capital Management
New York
$482K +$86.3K +1,404 +21%
1IA
586
1620 Investment Advisors
Massachusetts
$480K +$6.21K +101 +1%
CA
587
Clearstead Advisors
Ohio
$476K -$84.6K -1,377 -15%
IPWA
588
International Private Wealth Advisors
California
$475K +$85.1K +1,384 +21%
JTWM
589
Jackson Thornton Wealth Management
Alabama
$472K +$22K +358 +5%
SF
590
Summit Financial
New Jersey
$469K +$6.33K +103 +1%
SSWM
591
Sheets Smith Wealth Management
North Carolina
$468K +$3.38K +55 +0.7%
GIA
592
Gladstone Institutional Advisory
Florida
$466K -$59.5K -968 -11%
TE
593
Tema ETFs
New York
$462K +$2.15K +35 +0.5%
SL
594
Summitry LLC
California
$462K +$102K +1,661 +28%
VI
595
Vestcor Inc
New Brunswick, Canada
$460K
TSS
596
Two Sigma Securities
New York
$460K +$471K +7,669 New
JSSH
597
J. Safra Sarasin Holding
$459K +$19.7K +320 +4%
Fuller & Thaler Asset Management
598
Fuller & Thaler Asset Management
California
$456K -$9.37M -152,525 -95%
HNB
599
Huntington National Bank
Ohio
$453K +$253K +4,123 +120%
DZ Bank
600
DZ Bank
Germany
$453K

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.