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Citizens Financial Group

1,011 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

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

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
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
751
Snowden Capital Advisors
New York
$222K +$228K +3,705 New
ATPW
752
Ashton Thomas Private Wealth
Arizona
$222K +$227K +3,698 New
CCMG
753
Clark Capital Management Group
Pennsylvania
$222K +$6.33K +103 +3%
SVWAG
754
Sound View Wealth Advisors Group
Georgia
$218K +$3.44K +56 +2%
PCIA
755
Prime Capital Investment Advisors
Kansas
$217K +$5.78K +94 +3%
CWG
756
Cornerstone Wealth Group
North Carolina
$217K +$204K +3,316 New
BG
757
Bahl & Gaynor
Ohio
$212K
CAU
758
Caxton Associates (UK)
$212K -$12.6M -205,463 -98%
KWA
759
Kingswood Wealth Advisors
California
$212K -$184K -2,990 -46%
VFA
760
Valeo Financial Advisors
Indiana
$212K +$217K +3,531 New
NSUP
761
NLB Skladi upravljanje premozenja
$210K +$215K +3,500 New
SCI
762
S&CO Inc
Massachusetts
$209K
VAS
763
Vestmark Advisory Solutions
Massachusetts
$206K +$211K +3,433 New
GM
764
GeoWealth Management
Illinois
$206K +$211K +3,427 New
LOAMU
765
Lombard Odier Asset Management (USA)
New York
$205K +$210K +3,424 New
TIA
766
Traphagen Investment Advisors
New Jersey
$205K +$210K +3,417 New
KCM
767
Kennedy Capital Management
Missouri
$204K -$1.17K -19 -0.6%
MGIA
768
Moneta Group Investment Advisors
Missouri
$203K +$208K +3,383 New
DWM
769
Drive Wealth Management
Utah
$203K +$208K +3,380 New
FCG
770
Fielder Capital Group
Tennessee
$202K +$207K +3,366 New
PS
771
Planned Solutions
California
$201K +$206K +3,353 New
DWM
772
Diversify Wealth Management
Utah
$201K +$191K +3,113 New
DWT
773
Dorsey & Whitney Trust
South Dakota
$200K +$205K +3,340 New
LFA
774
Legacy Financial Advisors
Kentucky
$200K +$205K +3,336 New
QC
775
Quent Capital
New York
$198K -$12.9K -210 -6%

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.