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Citizens Financial Group

1,010 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
1,010
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
726
McGlone Suttner Wealth Management
Wisconsin
$248K
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$248K
HCWM
728
Hidden Cove Wealth Management
Washington
$248K
IAIM
729
International Assets Investment Management
Florida
$247K
FTWA
730
Fifth Third Wealth Advisors
Ohio
$245K
TNBTD
731
Trustmark National Bank Trust Department
Mississippi
$245K
EM
732
Excalibur Management
Massachusetts
$244K
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$244K
PFM
734
Patton Fund Management
Texas
$243K
AWM
735
Angeles Wealth Management
California
$243K
CAG
736
Crestwood Advisors Group
Massachusetts
$242K
RFS
737
Richardson Financial Services
Massachusetts
$242K
AO
738
Advisor OS
Illinois
$241K
WA
739
WESPAC Advisors
California
$238K
QFW
740
QTR Family Wealth
Florida
$236K
VT
741
Volterra Technologies
New York
$236K
CI
742
Cigna Investments
Connecticut
$236K
FFA
743
Fi3 Financial Advisors
Indiana
$233K
AFW
744
Avantra Family Wealth
Pennsylvania
$232K
SAI
745
Systematic Alpha Investments
New Jersey
$231K
AFA
746
AA Financial Advisors
Ohio
$231K
BMCM
747
Bryn Mawr Capital Management
Pennsylvania
$229K
AIP
748
Ameritas Investment Partners
Nebraska
$229K
CCM
749
Check Capital Management
California
$228K
EL
750
EWA LLC
Pennsylvania
$227K