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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
TAM
576
Trust Asset Management
Texas
$230K
VAG
577
VisionPoint Advisory Group
Texas
$228K
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$227K
DADC
579
D.A. Davidson & Co
Montana
$227K
Brown Advisory
580
Brown Advisory
Maryland
$227K
GLA
581
Great Lakes Advisors
Illinois
$226K
GS
582
GTS Securities
New York
$225K
Vontobel Holding
583
Vontobel Holding
Switzerland
$225K
DW30
584
Drucker Wealth 3.0
New Jersey
$225K
RF
585
Rossby Financial
Florida
$224K
PP
586
PDS Planning
Ohio
$224K
Parallax Volatility Advisers
587
Parallax Volatility Advisers
California
$217K
BIAS
588
Beacon Investment Advisory Services
New Jersey
$216K
BFS
589
Bradley Foster & Sargent
Connecticut
$215K
HPM
590
Hoxton Planning & Management
West Virginia
$214K
WSFS
591
Wilmington Savings Fund Society
Delaware
$213K
EIC
592
Equity Investment Corp
Georgia
$210K
AWA
593
Aaron Wealth Advisors
Illinois
$208K
RFS
594
Richardson Financial Services
Massachusetts
$208K
IGAM
595
iA Global Asset Management
Quebec, Canada
$208K
CAM
596
Cidel Asset Management
Ontario, Canada
$207K
IIM
597
Ipswich Investment Management
Massachusetts
$207K
VCM
598
Versant Capital Management
Arizona
$206K
PCS
599
Personal CFO Solutions
New Jersey
$205K
CB
600
Cadence Bank
Mississippi
$200K