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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
GSWM
676
Golden State Wealth Management
California
$19.5K
AWM
677
Ameliora Wealth Management
Switzerland
$17.5K
SWIM
678
Smallwood Wealth Investment Management
New Jersey
$16.9K
M
679
MOTCO
Texas
$16.7K
DIP
680
DT Investment Partners
Pennsylvania
$16.3K
CT
681
Clearstead Trust
Maine
$16.2K
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K
SC
683
SouthState Corp
Florida
$15.7K
BL
684
BFSG LLC
California
$15.7K
WA
685
WPG Advisers
Maryland
$15.2K
RF
686
Roxbury Financial
New Jersey
$14.6K
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$14.3K
ME
688
McIlrath & Eck
Washington
$13.8K
CNBTD
689
Citizens National Bank Trust Department
Mississippi
$13.4K
SAS
690
Spurstone Advisory Services
Connecticut
$13.4K
WPA
691
Wealth Preservation Advisors
Tennessee
$13.4K
CIAS
692
CBIZ Investment Advisory Services
Ohio
$13.3K
SSG
693
Summit Securities Group
New York
$13.1K
NC
694
NewSquare Capital
Pennsylvania
$12.5K
SFA
695
Semmax Financial Advisors
North Carolina
$12.5K
BP
696
BNP Paribas
France
$12.2K
FFA
697
Frazier Financial Advisors
Ohio
$12.1K
TIM
698
Total Investment Management
Arizona
$11.5K
WTC
699
WhitTier Trust Company
Nevada
$11.5K
RWS
700
Retirement Wealth Solutions
Wisconsin
$11.2K