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Citizens Financial Group
CFG

Overview Fund Activity

791 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 280 increasing their positions, 306 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
-28
Holders Change %
-3.42%
% of All Funds
10.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
106
Increased
280
Reduced
306
Closed
117
Calls
$161M
Puts
$143M
Net Calls
+$18.3M
Net Calls Change
+$365K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$223M
2
BlackRock
BlackRock
New York
$2.1B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.3M
4
Marshall Wace
Marshall Wace
United Kingdom
$67.5M
5
Bank of America
Bank of America
North Carolina
$222M

Top Sellers

1
Amundi
Amundi
France
$136M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$244M
3
AQR Capital Management
AQR Capital Management
Connecticut
$272M
4
Deutsche Bank
Deutsche Bank
Germany
$74.3M
5
Citadel Advisors
Citadel Advisors
Florida
$284K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
751
Financial Network Wealth Advisors
Utah
$2.37K +$2.37K +53 New
BHWM
752
Beaird Harris Wealth Management
Texas
$2.33K +$2.33K +52 New
PWA
753
Physician Wealth Advisors
Utah
$2.28K +$2.28K +51 New
TCA
754
Trifecta Capital Advisors
Illinois
$2.24K – – –
AUB
755
Atlantic Union Bankshares
Virginia
$2.06K +$2.06K +46 New
HNW
756
High Note Wealth
Minnesota
$1.97K – – –
S
757
Sachetta
Massachusetts
$1.97K – – –
PWA
758
Principia Wealth Advisory
Texas
$1.97K +$537 +12 +38%
CFFP
759
Center for Financial Planning
Michigan
$1.93K – – –
EPW
760
Evergreen Private Wealth
Colorado
$1.88K +$1.88K +42 New
HFS
761
Hughes Financial Services
Virginia
$1.88K -$328 -7 -15%
TIM
762
Tortoise Investment Management
New York
$1.84K +$1.84K +41 New
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
$1.7K +$134 +3 +9%
BIA
764
Bell Investment Advisors
California
$1.52K -$537 -12 -26%
MSG
765
Main Street Group
Virginia
$1.45K +$136 +3 +10%
RWM
766
Rialto Wealth Management
New York
$1.39K +$1.39K +31 New
BI
767
Binnacle Investments
Iowa
$1.3K +$1.3K +29 New
SIC
768
SJS Investment Consulting
Ohio
$1.16K -$1.12K -25 -49%
SC
769
Swan Capital
Florida
$1.12K – – –
KG
770
Kilter Group
New York
$1.12K +$1.12K +25 New
BHWM
771
Bay Harbor Wealth Management
Maryland
$984 +$626 +14 +175%
STB
772
S&T Bank
Pennsylvania
$940 +$940 +21 New
HIA
773
HFM Investment Advisors
New Jersey
$895 +$448 +10 +100%
CTWM
774
Cherry Tree Wealth Management
Minnesota
$784 -$7.84K -180 -91%
AGWCA
775
Annis Gardner Whiting Capital Advisors
Florida
$761 – – –
29 30
31
32 33