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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
VNA
726
Valley National Advisers
Pennsylvania
$32K
TWD
727
True Wealth Design
Ohio
$31.1K +$26.2K +526 +892%
GWSG
728
GPS Wealth Strategies Group
Colorado
$30.3K
CA
729
CoreCap Advisors
Michigan
$29.6K -$2.19K -44 -7%
BONH
730
Bank of New Hampshire
New Hampshire
$29.2K
CA
731
Crewe Advisors
Utah
$27.9K +$26.1K +525 New
VFM
732
Vision Financial Markets
Connecticut
$26.6K
GSWM
733
Golden State Wealth Management
California
$23.2K
GWM
734
Geneos Wealth Management
Colorado
$22.6K -$365K -7,337 -95%
AWM
735
Ameliora Wealth Management
Switzerland
$22.3K
SWIM
736
Smallwood Wealth Investment Management
New Jersey
$20.1K
WA
737
WPG Advisers
Maryland
$19.7K +$1.49K +30 +9%
DIP
738
DT Investment Partners
Pennsylvania
$19.4K
CT
739
Clearstead Trust
Maine
$19.2K
QL
740
Quarry LP
New York
$19.2K +$18K +361 New
BL
741
BFSG LLC
California
$18.6K
KFA
742
Kelleher Financial Advisors
New York
$18.6K +$17.4K +350 New
WTC
743
WhitTier Trust Company
Nevada
$18.4K +$4.28K +86 +34%
RF
744
Roxbury Financial
New Jersey
$17.6K +$149 +3 +0.9%
FMII
745
Farmers & Merchants Investments Inc
Nebraska
$17K
SC
746
SouthState Corp
Florida
$16.8K -$1.69K -34 -10%
ME
747
McIlrath & Eck
Washington
$16.4K
OP
748
ORG Partners
Indiana
$16.1K +$7.27K +146 +94%
CNBTD
749
Citizens National Bank Trust Department
Mississippi
$15.9K
WSFS
750
Wilmington Savings Fund Society
Delaware
$15.8K -$222K -4,461 -94%

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.