CFG icon

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
10.61%
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 %
AWM
676
Ameliora Wealth Management
Switzerland
$17.5K -$8.73K -210 -33%
M
677
MOTCO
Texas
$16.7K
DIP
678
DT Investment Partners
Pennsylvania
$16.3K
CT
679
Clearstead Trust
Maine
$16.2K -$10.1K -226 -38%
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K +$89 +2 +0.6%
SC
681
SouthState Corp
Florida
$15.7K -$2.86K -64 -15%
BL
682
BFSG LLC
California
$15.7K
WA
683
WPG Advisers
Maryland
$15.2K -$269 -6 -2%
RF
684
Roxbury Financial
New Jersey
$14.6K +$134 +3 +0.9%
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$14.3K -$224 -5 -2%
ME
686
McIlrath & Eck
Washington
$13.8K
CNBTD
687
Citizens National Bank Trust Department
Mississippi
$13.4K -$44.8K -1,000 -77%
SAS
688
Spurstone Advisory Services
Connecticut
$13.4K
WPA
689
Wealth Preservation Advisors
Tennessee
$13.4K +$2.24K +50 +20%
CIAS
690
CBIZ Investment Advisory Services
Ohio
$13.3K -$7.92K -177 -37%
SSG
691
Summit Securities Group
New York
$13.1K +$13.1K +292 New
NC
692
NewSquare Capital
Pennsylvania
$12.5K +$9.49K +212 +316%
SFA
693
Semmax Financial Advisors
North Carolina
$12.5K +$95 +2 +0.8%
BP
694
BNP Paribas
France
$12.2K
FFA
695
Frazier Financial Advisors
Ohio
$12.1K
TIM
696
Total Investment Management
Arizona
$11.5K +$11.5K +257 New
WTC
697
WhitTier Trust Company
Nevada
$11.5K
RWS
698
Retirement Wealth Solutions
Wisconsin
$11.2K
TPWA
699
Twin Peaks Wealth Advisors
California
$10.8K +$10.8K +225 New
BC
700
Barrett & Company
Rhode Island
$9.76K