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Citizens Financial Group

1,011 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

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

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
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
7WCP
701
71 West Capital Partners
Massachusetts
$280K +$287K +4,677 New
AHL
702
Abel Hall LLC
Louisiana
$279K +$286K +4,657 New
OL
703
Optas LLC
Texas
$277K -$275K -4,475 -49%
CW
704
CreativeOne Wealth
Kansas
$277K -$14.2K -231 -5%
PCS
705
Personal CFO Solutions
New Jersey
$276K -$5.35K -87 -2%
GCA
706
Gradient Capital Advisors
California
$274K
AT
707
American Trust
Kentucky
$270K -$14.7K -239 -5%
CAM
708
Cozad Asset Management
Illinois
$270K +$277K +4,502 New
AA
709
Ancora Advisors
Ohio
$270K +$13.8K +225 +5%
PP
710
PDS Planning
Ohio
$269K -$738 -12 -0.3%
OCM
711
Orion Capital Management
California
$268K
CFM
712
Catalyst Funds Management
Australia
$268K +$275K +4,474 New
CFS
713
CRA Financial Services
New Jersey
$268K -$246 -4 -0.1%
CPA
714
Capital Performance Advisors
California
$268K +$47K +764 +21%
AIM
715
Advyzon Investment Management
Illinois
$267K +$273K +4,445 New
SAW
716
Signal Advisors Wealth
Michigan
$264K +$17.9K +291 +7%
IIM
717
Ipswich Investment Management
Massachusetts
$262K -$15.4K -250 -5%
KAM
718
Knightsbridge Asset Management
California
$261K +$33.1K +538 +14%
DI
719
Decision Investments
California
$260K +$1.23K +20 +0.5%
TA
720
TFB Advisors
Kansas
$257K +$2.77K +45 +1%
RA
721
RFG Advisory
Alabama
$253K +$31.5K +513 +14%
RIA
722
Regal Investment Advisors
Michigan
$251K +$257K +4,186 New
LA
723
Legacy Advisors
Pennsylvania
$250K +$22.9K +372 +10%
FM
724
Family Management
New York
$250K +$19.7K +320 +8%
TC
725
TwinBeech Capital
New York
$250K +$256K +4,161 New

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.