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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 %
SWP
701
Strategic Wealth Partners
Ohio
$9.71K +$9.71K +217 New
Optiver Holding
702
Optiver Holding
Netherlands
$9.44K +$9.44K +211 New
HIA
703
Harbor Investment Advisory
Maryland
$9.35K
DRP
704
Decker Retirement Planning
Utah
$9.17K
MSWA
705
Marshall & Sterling Wealth Advisors
New York
$9K
NSIM
706
North Star Investment Management
Illinois
$8.95K
AG
707
AmeriFlex Group
Nevada
$8.12K +$2.87K +65 +55%
BCM
708
Boreal Capital Management
Florida
$7.74K +$7.74K +173 New
CFD
709
Creative Financial Designs
Indiana
$7.65K -$224 -5 -3%
DSC
710
Duncker Streett & Co
Missouri
$7.61K
HWA
711
HHM Wealth Advisors
Tennessee
$7.34K -$90 -2 -1%
OP
712
ORG Partners
Indiana
$7.2K +$6.27K +136 +680%
CSC
713
Caldwell Sutter Capital
California
$7.12K
OAJ
714
Ogorek Anthony Joseph
New York
$7K -$3.56K -83 -34%
FMP
715
Financial Management Professionals
Texas
$6.67K +$4.25K +95 +176%
WCM
716
WealthTrak Capital Management
Virginia
$6.58K +$448 +10 +7%
PWMG
717
Prestige Wealth Management Group
New Jersey
$6.44K
LCM
718
Logan Capital Management
Pennsylvania
$6.44K +$45 +1 +0.7%
NFSG
719
Newbridge Financial Services Group
Florida
$6.36K +$940 +21 +17%
NEWAS
720
N.E.W. Advisory Services
Wisconsin
$5.91K
PGAM
721
Princeton Global Asset Management
New Jersey
$5.77K +$5.77K +129 New
JWA
722
JFS Wealth Advisors
Pennsylvania
$5.68K -$6.18K -138 -52%
WA
723
Whipplewood Advisors
Colorado
$5.59K +$3.22K +72 +136%
DF
724
Dunhill Financial
United Kingdom
$5.45K +$3.29K +73 +152%
CPG
725
Cornerstone Planning Group
New Jersey
$5.44K -$5.72K -121 -51%