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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
EI
626
Ellevest Inc
New York
$394K -$56.5K -920 -12%
HIP
627
HUB Investment Partners
Texas
$394K +$61.2K +996 +18%
GFA
628
Gallagher Fiduciary Advisors
Illinois
$387K -$141K -2,287 -26%
VanEck Associates
629
VanEck Associates
New York
$386K +$38.8K +631 +11%
PIA
630
Pinion Investment Advisors
Kansas
$385K +$2.95K +48 +0.8%
EWA
631
EP Wealth Advisors
California
$384K +$49.7K +809 +14%
KFC
632
Klingenstein Fields & Co
New York
$384K
EFS
633
Essex Financial Services
Connecticut
$383K +$3.56K +58 +0.9%
DCM
634
DGS Capital Management
New Jersey
$383K +$121K +1,962 +44%
FWCM
635
Ferguson Wellman Capital Management
Oregon
$381K -$615 -10 -0.2%
AWA
636
Arkadios Wealth Advisors
Georgia
$380K +$35.2K +573 +10%
VWS
637
Virtus Wealth Solutions
New Jersey
$379K +$388K +6,318 New
PCM
638
Parsons Capital Management
Rhode Island
$376K +$385K +6,271 New
SFS
639
Sowell Financial Services
Arkansas
$375K +$47.9K +780 +14%
SFI
640
Siemens Fonds Invest
Germany
$374K +$18.6K +302 +5%
HSA
641
HBK Sorce Advisory
Pennsylvania
$371K -$17.9K -292 -5%
AC
642
AlphaCore Capital
California
$369K +$236K +3,832 +165%
WT
643
Whittier Trust
California
$367K
LFG
644
Larson Financial Group
Missouri
$364K +$79.5K +1,294 +27%
CA
645
Crumly & Associates
Illinois
$362K
WWC
646
Waypoint Wealth Counsel
Georgia
$359K -$14K -228 -4%
ALAM
647
Asahi Life Asset Management
Japan
$358K -$102K -1,655 -22%
UB
648
UMB Bank
Missouri
$358K -$184 -3 -0.1%
PCM
649
Pointe Capital Management
Michigan
$358K
MC
650
Moors & Cabot
Massachusetts
$355K -$24.4K -397 -6%

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.