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Citizens Financial Group

819 hedge funds and large institutions have $16.6B invested in Citizens Financial Group in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 307 increasing their positions, 287 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+9
Holders Change %
+1.11%
% of All Funds
11.12%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
118
Increased
307
Reduced
287
Closed
96
Calls
$123M
Puts
$105M
Net Calls
+$17.9M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
MAS
701
MPWM Advisory Solutions
Georgia
$15.9K
SWIM
702
Smallwood Wealth Investment Management
New Jersey
$15.5K +$15.5K +378 New
DIP
703
DT Investment Partners
Pennsylvania
$14.9K
RF
704
Roxbury Financial
New Jersey
$14.8K +$137 +3 +0.9%
BCMLT
705
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K +$6.48K +158 +81%
BL
706
BFSG LLC
California
$14.3K
M
707
MOTCO
Texas
$14.3K +$1.64K +40 +13%
TCM
708
TruNorth Capital Management
Michigan
$14.3K +$14.3K +349 New
WA
709
WPG Advisers
Maryland
$14.2K +$10.4K +255 +280%
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$13.3K
ME
711
McIlrath & Eck
Washington
$12.7K
SAS
712
Spurstone Advisory Services
Connecticut
$12.3K
BP
713
BNP Paribas
France
$11.1K
FFA
714
Frazier Financial Advisors
Ohio
$11.1K -$246 -6 -2%
JWA
715
JFS Wealth Advisors
Pennsylvania
$10.9K +$3.36K +82 +45%
WTC
716
WhitTier Trust Company
Nevada
$10.5K
RWS
717
Retirement Wealth Solutions
Wisconsin
$10.3K +$41 +1 +0.4%
WPA
718
Wealth Preservation Advisors
Tennessee
$10.2K +$10.2K +250 New
SFA
719
Semmax Financial Advisors
North Carolina
$10.2K +$118 +3 +1%
OAJ
720
Ogorek Anthony Joseph
New York
$10K +$10K +246 New
WPA
721
West Paces Advisors
Georgia
$9.75K
TCOV
722
Trust Company of Vermont
Vermont
$9.46K
BGAI
723
Bruce G. Allen Investments
Colorado
$9.42K -$492 -12 -5%
Q1WB
724
Quest 10 Wealth Builders
Virginia
$9.29K -$3.36K -82 -27%
BC
725
Barrett & Company
Rhode Island
$8.93K