We are live on ! Find out more
CFG icon

Citizens Financial Group

858 hedge funds and large institutions have $21.4B invested in Citizens Financial Group in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 305 increasing their positions, 289 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

33% more call options, than puts

Call options by funds: $131M | Put options by funds: $98.3M

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.95B)

7% more funds holding

Funds holding: 804858 (+54)

6% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 289

0.96% less ownership

Funds ownership: 94.4%93.44% (-0.96%)

Holders
858
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
11.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.21%
New
142
Increased
305
Reduced
289
Closed
76
Calls
$131M
Puts
$98.3M
Net Calls
+$32.4M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
676
Brown Brothers Harriman & Co
New York
$154K +$105K +2,117 +268%
CA
677
Clearstead Advisors
Ohio
$154K +$3.88K +78 +3%
RCM
678
Raleigh Capital Management
North Carolina
$146K -$12.3K -248 -8%
LI
679
LRI Investments
Florida
$141K -$23.8K -478 -15%
OIAM
680
OFI Invest Asset Management
France
$132K +$145K +2,918 New
TPCW
681
TD Private Client Wealth
New York
$128K -$299 -6 -0.2%
AG
682
AmeriFlex Group
Nevada
$123K +$106K +2,132 +1,159%
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$122K -$149 -3 -0.1%
AAG
684
Armstrong Advisory Group
Massachusetts
$114K
CFB
685
Cullen/Frost Bankers
Texas
$108K +$1.99K +40 +2%
CC
686
Corsicana & Co
Texas
$106K +$99.6K +2,000 New
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K +$98.8K +1,984 New
PFBT
688
Parkside Financial Bank & Trust
Missouri
$103K +$647 +13 +0.7%
FFC
689
First Financial Corp
Indiana
$95.7K
ETC
690
Exchange Traded Concepts
Oklahoma
$82.6K -$6.62K -133 -8%
PTC
691
Private Trust Company
Ohio
$80.6K +$4.38K +88 +6%
CH
692
Cromwell Holdings
Wyoming
$79.8K
GWP
693
Gen-Wealth Partners
Michigan
$76.7K -$7.22K -145 -9%
RIL
694
Rothschild Investment LLC
Illinois
$76.3K +$45.1K +907 +171%
WBC
695
Westpac Banking Corp
Australia
$74.7K -$271K -5,449 -79%
CFO
696
CVA Family Office
Colorado
$73.7K
M
697
MOTCO
Texas
$71.7K +$49.8K +1,000 +287%
OL
698
OneFund LLC
Florida
$67.1K +$2.34K +47 +4%
DMBA
699
Deseret Mutual Benefit Administrators
Utah
$65.3K -$5.23K -105 -8%
BGAI
700
Bruce G. Allen Investments
Colorado
$64.7K +$36.9K +742 +156%

CFG Hedge Fund Activity: Q3 2025 in Review

858 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2025, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 76 closed out — a net gain of 66 holders — while 305 added to existing stakes and 289 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $289M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $199M.

  • 858 institutional investors held Citizens Financial Group (CFG) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $21.4B of Citizens Financial Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q3 2025 and 76 closed out, a net change of +66 holders.
  • The largest Citizens Financial Group buyer in Q3 2025 was Ninety One (UK), an estimated $289M added.
  • The largest Citizens Financial Group seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.