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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 %
ETC
626
Exchange Traded Concepts
Oklahoma
$75.4K -$8.64K -193 -10%
GWP
627
Gen-Wealth Partners
Michigan
$71K -$1.07K -24 -1%
SS
628
SBI Securities
Japan
$68.9K +$2.73K +61 +4%
CH
629
Cromwell Holdings
Wyoming
$67.2K +$2.06K +46 +3%
PTC
630
Private Trust Company
Ohio
$63.9K -$80K -1,787 -56%
CFO
631
CVA Family Office
Colorado
$62.1K -$10.1K -225 -14%
SIM
632
Sentry Investment Management
Wisconsin
$62K +$62K +1,304 New
DMBA
633
Deseret Mutual Benefit Administrators
Utah
$59.7K
RI
634
Ridgewood Investments
New Jersey
$59.6K
MSE
635
MUFG Securities EMEA
United Kingdom
$57.6K +$57.6K +1,288 New
Lazard Asset Management
636
Lazard Asset Management
New York
$57K -$146K -3,269 -72%
CSPIA
637
Cary Street Partners Investment Advisory
Virginia
$55.4K +$7.29K +163 +15%
MCM
638
Manchester Capital Management
Vermont
$55.3K +$269 +6 +0.5%
OL
639
OneFund LLC
Florida
$54K +$54K +1,215 New
DAM
640
Delta Asset Management
Tennessee
$53.6K -$8.95K -200 -14%
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$52.2K
LIS
642
Legacy Investment Solutions
Idaho
$52.2K +$52.2K +1,167 New
PSFG
643
Park Square Financial Group
Georgia
$52K
SIC
644
Salem Investment Counselors
North Carolina
$50.8K
ACA
645
Atlas Capital Advisors
Wyoming
$50.7K -$89.9K -2,009 -64%
NB
646
NBT Bank
New York
$49.5K
MYIA
647
Mount Yale Investment Advisors
Colorado
$44.7K +$44.7K +998 New
ZBNA
648
Zions Bancorporation, National Association
Utah
$44.6K -$28.1K -628 -39%
KIM
649
Kestra Investment Management
Texas
$42.7K +$41.3K +925 +2,803%
CTC
650
Central Trust Company
Missouri
$42.2K