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Citizens Financial Group

796 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, 308 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: 308

3% less funds holding

Funds holding: 820796 (-24)

10% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 119

Holders
796
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
TPWA
701
Twin Peaks Wealth Advisors
California
$10.8K
Q1WB
702
Quest 10 Wealth Builders
Virginia
$10.1K
BC
703
Barrett & Company
Rhode Island
$9.76K
SWP
704
Strategic Wealth Partners
Ohio
$9.71K
Optiver Holding
705
Optiver Holding
Netherlands
$9.44K
HIA
706
Harbor Investment Advisory
Maryland
$9.35K
DRP
707
Decker Retirement Planning
Utah
$9.17K
MSWA
708
Marshall & Sterling Wealth Advisors
New York
$8.99K
NSIM
709
North Star Investment Management
Illinois
$8.95K
AG
710
AmeriFlex Group
Nevada
$8.12K
BCM
711
Boreal Capital Management
Florida
$7.74K
CFD
712
Creative Financial Designs
Indiana
$7.65K
DSC
713
Duncker Streett & Co
Missouri
$7.61K
HWA
714
HHM Wealth Advisors
Tennessee
$7.34K
OP
715
ORG Partners
Indiana
$7.2K
CSC
716
Caldwell Sutter Capital
California
$7.12K
OAJ
717
Ogorek Anthony Joseph
New York
$7K
FMP
718
Financial Management Professionals
Texas
$6.67K
WCM
719
WealthTrak Capital Management
Virginia
$6.58K
PWMG
720
Prestige Wealth Management Group
New Jersey
$6.44K
LCM
721
Logan Capital Management
Pennsylvania
$6.44K
NFSG
722
Newbridge Financial Services Group
Florida
$6.36K
NEWAS
723
N.E.W. Advisory Services
Wisconsin
$5.91K
PGAM
724
Princeton Global Asset Management
New Jersey
$5.77K
JWA
725
JFS Wealth Advisors
Pennsylvania
$5.68K