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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
WA
726
Whipplewood Advisors
Colorado
$5.59K
DF
727
Dunhill Financial
United Kingdom
$5.45K
CPG
728
Cornerstone Planning Group
New Jersey
$5.44K
MPW
729
MASECO Private Wealth
$5.24K
AAS
730
Ameritas Advisory Services
Nebraska
$5.1K
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$5.01K
CAL
732
Capital Advisors Ltd
Ohio
$5K
AW
733
Avion Wealth
Texas
$5K
AA
734
Addison Advisors
Vermont
$4.92K
NL
735
NVWM LLC
Pennsylvania
$4.66K
AF
736
Advisornet Financial
Minnesota
$4.61K
FDW
737
Fourth Dimension Wealth
Ohio
$4.47K
FFO
738
Fortitude Family Office
Arizona
$4.34K
BWL
739
Bogart Wealth LLC
Virginia
$4.3K
HHMI
740
Howard Hughes Medical Institute
Maryland
$4.21K
GIA
741
GHP Investment Advisors
Colorado
$4.12K
KFI
742
Key Financial Inc
Pennsylvania
$4.07K
RF
743
Robbins Farley
New Hampshire
$4.03K
CT
744
Colonial Trust
South Carolina
$3.94K
SVCP
745
Silicon Valley Capital Partners
California
$3.85K
HWP
746
Highline Wealth Partners
California
$3.79K
PSB
747
Piscataqua Savings Bank
New Hampshire
$3.36K
RS
748
Rakuten Securities
Japan
$3.31K
ADL
749
Asset Dedication LLC
California
$3.13K
MSWM
750
Mowery & Schoenfeld Wealth Management
Illinois
$3.07K