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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
PWM
601
Perigon Wealth Management
California
$451K
GLA
602
Great Lakes Advisors
Illinois
$445K
ASC
603
Atalanta Sosnoff Capital
New York
$444K
BFIM
604
Beese Fulmer Investment Management
Ohio
$443K
FAOAI
605
Fund Advisors of America Inc
Florida
$439K
AFG
606
Atomi Financial Group
New York
$433K
VCM
607
Versant Capital Management
Arizona
$430K
Grantham, Mayo, Van Otterloo & Co (GMO)
608
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$430K
MG
609
Mather Group
Illinois
$427K
TG
610
TCW Group
California
$424K
GIA
611
Gateway Investment Advisers
Ohio
$424K
SWM
612
Sandro Wealth Management
New Jersey
$420K
CA
613
Continuum Advisory
Idaho
$417K
PCM
614
Penserra Capital Management
California
$416K
PMAM
615
Picton Mahoney Asset Management
Ontario, Canada
$415K
WDC
616
Woodward Diversified Capital
California
$412K
CI
617
CX Institutional
Indiana
$410K
Walleye Trading
618
Walleye Trading
New York
$410K
BCM
619
Brookstone Capital Management
Illinois
$403K
PA
620
Parallel Advisors
California
$402K
SI
621
Severin Investments
Missouri
$401K
GC
622
Gilbert & Cook
Iowa
$400K
S
623
SignatureFD
Georgia
$398K
SFC
624
SYM Financial Corp
Indiana
$397K
FCP
625
Fidelis Capital Partners
Florida
$395K