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Citizens Financial Group

1,010 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
1,010
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
676
Iams Wealth Management
Nebraska
$307K
SW
677
SVB Wealth
Massachusetts
$306K
IPW
678
Impact Partnership Wealth
Georgia
$306K
CAM
679
Cidel Asset Management
Ontario, Canada
$305K
FCM
680
Fieldview Capital Management
Michigan
$302K
SC
681
Sapient Capital
Indiana
$299K
EFG
682
Elevated Financial Group
Indiana
$299K
PFS
683
Prospera Financial Services
Texas
$299K
OAM
684
Ostrum Asset Management
France
$298K
PCMC
685
Paragon Capital Management (Colorado)
Colorado
$298K
PAG
686
Poinciana Advisors Group
Florida
$298K
VAG
687
VisionPoint Advisory Group
Texas
$297K
Walleye Capital
688
Walleye Capital
New York
$297K
TAM
689
Trust Asset Management
Texas
$297K
LF
690
Lansforsakringar Fondforvaltning
Sweden
$295K
SGCM
691
Sanchez Gaunt Capital Management
Nevada
$295K
EWA
692
Exencial Wealth Advisors
Oklahoma
$294K
DW30
693
Drucker Wealth 3.0
New Jersey
$291K
WC
694
Waterloo Capital
Texas
$289K
CCA
695
Checchi Capital Advisers
California
$289K
AA
696
Armis Advisers
Georgia
$288K
HPM
697
Hoxton Planning & Management
West Virginia
$287K
SOW
698
State of Wyoming
Wyoming
$286K
MYIA
699
Mount Yale Investment Advisors
Colorado
$284K
FWIA
700
Fort Washington Investment Advisors
Ohio
$283K