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Citizens Financial Group

959 hedge funds and large institutions have $24B invested in Citizens Financial Group in 2025 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 356 increasing their positions, 296 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.27% more ownership

Funds ownership: 93.44%95.71% (+2.3%)

2% less call options, than puts

Call options by funds: $122M | Put options by funds: $124M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
959
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$124M
Net Calls
Net Calls Change

Top Sellers

1 -$357M
2 -$102M
3 -$76.7M
4
ZIG
Zurich Insurance Group
Switzerland
-$74.4M
5
Invesco
Invesco
Georgia
-$71.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
701
Ameritas Investment Partners
Nebraska
$230K
FPW
702
Fairvoy Private Wealth
Alabama
$229K
FFA
703
Fi3 Financial Advisors
Indiana
$227K
HCWM
704
Hidden Cove Wealth Management
Washington
$227K
SAI
705
Systematic Alpha Investments
New Jersey
$225K
FM
706
Family Management
New York
$225K
QFW
707
QTR Family Wealth
Florida
$224K
KAM
708
Knightsbridge Asset Management
California
$223K
LA
709
Legacy Advisors
Pennsylvania
$222K
CCM
710
Check Capital Management
California
$222K
ICP
711
Interchange Capital Partners
Pennsylvania
$220K
RA
712
RFG Advisory
Alabama
$216K
CPA
713
Capital Performance Advisors
California
$216K
VI
714
Versor Investments
New York
$216K
PFS
715
Prospera Financial Services
Texas
$214K
FFWA
716
Forthright Family Wealth Advisory
Texas
$213K
CCA
717
Checchi Capital Advisers
California
$211K
CCMG
718
Clark Capital Management Group
Pennsylvania
$210K
SVWAG
719
Sound View Wealth Advisors Group
Georgia
$209K
HCM
720
Howard Capital Management
Georgia
$207K
BG
721
Bahl & Gaynor
Ohio
$207K
PCIA
722
Prime Capital Investment Advisors
Kansas
$206K
TFA
723
TPG Financial Advisors
Oregon
$205K
AWM
724
Angeles Wealth Management
California
$205K
QC
725
Quent Capital
New York
$205K