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Citizens Financial Group

795 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, 280 increasing their positions, 307 reducing their positions, and 119 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:

9% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 307

3% less funds holding

Funds holding: 820795 (-25)

10% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 119

Holders
795
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
ETC
626
Exchange Traded Concepts
Oklahoma
$75.4K
GWP
627
Gen-Wealth Partners
Michigan
$71K
SS
628
SBI Securities
Japan
$68.9K
CH
629
Cromwell Holdings
Wyoming
$67.2K
PTC
630
Private Trust Company
Ohio
$63.9K
CFO
631
CVA Family Office
Colorado
$62.1K
SIM
632
Sentry Investment Management
Wisconsin
$62K
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
Lazard Asset Management
636
Lazard Asset Management
New York
$57K
CSPIA
637
Cary Street Partners Investment Advisory
Virginia
$55.4K
MCM
638
Manchester Capital Management
Vermont
$55.3K
OL
639
OneFund LLC
Florida
$54K
DAM
640
Delta Asset Management
Tennessee
$53.6K
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$52.2K
LIS
642
Legacy Investment Solutions
Idaho
$52.2K
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
NB
646
NBT Bank
New York
$49.5K
MYIA
647
Mount Yale Investment Advisors
Colorado
$44.7K
ZBNA
648
Zions Bancorporation, National Association
Utah
$44.6K
KIM
649
Kestra Investment Management
Texas
$42.7K
CTC
650
Central Trust Company
Missouri
$42.2K