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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
MSWM
726
McGlone Suttner Wealth Management
Wisconsin
$248K +$41K +667 +19%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$248K +$254K +4,130 New
HCWM
728
Hidden Cove Wealth Management
Washington
$248K +$14.8K +240 +6%
IAIM
729
International Assets Investment Management
Florida
$247K -$20.6K -336 -8%
FTWA
730
Fifth Third Wealth Advisors
Ohio
$245K -$209K -3,394 -45%
TNBTD
731
Trustmark National Bank Trust Department
Mississippi
$245K +$251K +4,080 New
EM
732
Excalibur Management
Massachusetts
$244K
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$244K -$1.54K -25 -0.6%
PFM
734
Patton Fund Management
Texas
$243K
AWM
735
Angeles Wealth Management
California
$243K +$32.7K +532 +15%
CAG
736
Crestwood Advisors Group
Massachusetts
$242K +$248K +4,043 New
RFS
737
Richardson Financial Services
Massachusetts
$242K -$8.91K -145 -3%
AO
738
Advisor OS
Illinois
$241K +$1.84K +30 +0.8%
WA
739
WESPAC Advisors
California
$238K +$244K +3,975 New
QFW
740
QTR Family Wealth
Florida
$236K +$19.7K +321 +10%
VT
741
Volterra Technologies
New York
$236K +$242K +3,937 New
CI
742
Cigna Investments
Connecticut
$236K -$25.3K -412 -9%
FFA
743
Fi3 Financial Advisors
Indiana
$233K -$61 -1 -0%
AFW
744
Avantra Family Wealth
Pennsylvania
$232K +$238K +3,866 New
SAI
745
Systematic Alpha Investments
New Jersey
$231K
AFA
746
AA Financial Advisors
Ohio
$231K -$49.1K -799 -17%
BMCM
747
Bryn Mawr Capital Management
Pennsylvania
$229K +$234K +3,815 New
AIP
748
Ameritas Investment Partners
Nebraska
$229K -$7.44K -121 -3%
CCM
749
Check Capital Management
California
$228K
EL
750
EWA LLC
Pennsylvania
$227K +$22.4K +365 +11%

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.