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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
PWM
601
Perigon Wealth Management
California
$451K -$12.1K -197 -3%
GLA
602
Great Lakes Advisors
Illinois
$445K +$4.55K +74 +1%
ASC
603
Atalanta Sosnoff Capital
New York
$444K +$53.8K +876 +13%
BFIM
604
Beese Fulmer Investment Management
Ohio
$443K +$115K +1,870 +34%
FAOAI
605
Fund Advisors of America Inc
Florida
$439K +$1.04K +17 +0.2%
AFG
606
Atomi Financial Group
New York
$433K +$65.9K +1,072 +17%
VCM
607
Versant Capital Management
Arizona
$430K +$57.5K +936 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
608
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$430K -$101K -1,636 -19%
MG
609
Mather Group
Illinois
$427K -$8.48K -138 -2%
TG
610
TCW Group
California
$424K +$10.2K +166 +2%
GIA
611
Gateway Investment Advisers
Ohio
$424K +$435K +7,073 New
SWM
612
Sandro Wealth Management
New Jersey
$420K +$32.3K +525 +8%
CA
613
Continuum Advisory
Idaho
$417K +$6.82K +111 +2%
PCM
614
Penserra Capital Management
California
$416K +$10.1K +165 +2%
PMAM
615
Picton Mahoney Asset Management
Ontario, Canada
$415K +$40.1K +652 +10%
WDC
616
Woodward Diversified Capital
California
$412K +$48.7K +792 +14%
CI
617
CX Institutional
Indiana
$410K -$5.78K -94 -1%
Walleye Trading
618
Walleye Trading
New York
$410K +$420K +6,836 New
BCM
619
Brookstone Capital Management
Illinois
$403K -$6.45K -105 -2%
PA
620
Parallel Advisors
California
$402K +$38.7K +629 +10%
SI
621
Severin Investments
Missouri
$401K +$411K +6,681 New
GC
622
Gilbert & Cook
Iowa
$400K +$6.39K +104 +2%
S
623
SignatureFD
Georgia
$398K +$43.3K +705 +12%
SFC
624
SYM Financial Corp
Indiana
$397K
FCP
625
Fidelis Capital Partners
Florida
$395K +$19.2K +313 +5%

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.