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Citizens Financial Group

858 hedge funds and large institutions have $21.4B invested in Citizens Financial Group in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 305 increasing their positions, 289 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

33% more call options, than puts

Call options by funds: $131M | Put options by funds: $98.3M

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.95B)

7% more funds holding

Funds holding: 804858 (+54)

6% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 289

0.96% less ownership

Funds ownership: 94.4%93.44% (-0.96%)

Holders
858
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
11.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.21%
New
142
Increased
305
Reduced
289
Closed
76
Calls
$131M
Puts
$98.3M
Net Calls
+$32.4M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$63.7K
MCM
702
Manchester Capital Management
Vermont
$63.6K -$1.99K -40 -3%
RFP
703
Root Financial Partners
California
$63.5K +$59.5K +1,195 New
LWMI
704
Legacy Wealth Management (Idaho)
Idaho
$62K
SIC
705
Salem Investment Counselors
North Carolina
$60.3K
AC
706
AlphaCore Capital
California
$59.8K +$56K +1,125 New
NB
707
NBT Bank
New York
$58.8K -$52.4K -1,053 -95%
SS
708
SBI Securities
Japan
$57.8K -$22.5K -453 -29%
ZBNA
709
Zions Bancorporation, National Association
Utah
$52.6K -$348 -7 -0.7%
SIC
710
SJS Investment Consulting
Ohio
$50.7K +$46.2K +928 +3,569%
GBT
711
Grove Bank & Trust
Florida
$49.1K +$8.56K +172 +23%
CTC
712
Central Trust Company
Missouri
$48.5K -$1.54K -31 -3%
SOW
713
State of Wyoming
Wyoming
$46.8K +$597 +12 +1%
HI
714
Harbour Investments
Wisconsin
$46.2K +$3.23K +65 +8%
RFG
715
REAP Financial Group
Texas
$44.8K +$5.33K +107 +15%
SIM
716
Sentry Investment Management
Wisconsin
$41K -$26K -523 -40%
SSG
717
Summit Securities Group
New York
$39.6K +$22.5K +452 +155%
CH
718
Canton Hathaway
Rhode Island
$39K
SWM
719
Spire Wealth Management
Virginia
$36.6K -$2.34K -47 -6%
GA
720
GoalVest Advisory
New York
$36.1K
TCOV
721
Trust Company of Vermont
Vermont
$35.7K +$1.49K +30 +5%
C
722
Covestor
United Kingdom
$35K -$131K -2,638 -80%
PWMG
723
Private Wealth Management Group
New Jersey
$34.2K
HWM
724
Hemington Wealth Management
Virginia
$34K +$2.09K +42 +7%
TFIPS
725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.5K

CFG Hedge Fund Activity: Q3 2025 in Review

858 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2025, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 76 closed out — a net gain of 66 holders — while 305 added to existing stakes and 289 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $289M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $199M.

  • 858 institutional investors held Citizens Financial Group (CFG) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $21.4B of Citizens Financial Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q3 2025 and 76 closed out, a net change of +66 holders.
  • The largest Citizens Financial Group buyer in Q3 2025 was Ninety One (UK), an estimated $289M added.
  • The largest Citizens Financial Group seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.