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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 %
CPG
726
Cornerstone Planning Group
New Jersey
$8.61K +$4.85K +133 +129%
HIA
727
Harbor Investment Advisory
Maryland
$8.56K
DRP
728
Decker Retirement Planning
Utah
$8.4K
MSWA
729
Marshall & Sterling Wealth Advisors
New York
$8.24K +$8.24K +201 New
NSIM
730
North Star Investment Management
Illinois
$8.19K
LWANC
731
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.19K
CTWM
732
Cherry Tree Wealth Management
Minnesota
$8.09K
CFD
733
Creative Financial Designs
Indiana
$7.21K +$205 +5 +3%
SCB
734
Saudi Central Bank
Saudi Arabia
$7.09K +$7.09K +173 New
DSC
735
Duncker Streett & Co
Missouri
$6.97K -$41K -1,000 -85%
HWA
736
HHM Wealth Advisors
Tennessee
$6.8K -$123 -3 -2%
CA
737
Crewe Advisors
Utah
$6.56K
CSC
738
Caldwell Sutter Capital
California
$6.51K
IRC
739
Investors Research Corp
Georgia
$5.94K
PWMG
740
Prestige Wealth Management Group
New Jersey
$5.9K
LCM
741
Logan Capital Management
Pennsylvania
$5.84K +$82 +2 +1%
WCM
742
WealthTrak Capital Management
Virginia
$5.61K -$12.8K -313 -70%
NEWAS
743
N.E.W. Advisory Services
Wisconsin
$5.41K +$5.41K +132 New
WA
744
Whipplewood Advisors
Colorado
$5.12K -$12.7K -131 -71%
CAL
745
Capital Advisors Ltd
Ohio
$5K
NFSG
746
Newbridge Financial Services Group
Florida
$4.96K +$4.96K +121 New
AG
747
AmeriFlex Group
Nevada
$4.88K -$17.3K -423 -78%
GFPC
748
Global Financial Private Client
Florida
$4.75K +$1.76K +43 +59%
NL
749
NVWM LLC
Pennsylvania
$4.66K -$981 -24 -17%
JGIA
750
Jackson Grant Investment Advisers
Connecticut
$4.59K