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Citizens Financial Group

819 hedge funds and large institutions have $16.6B invested in Citizens Financial Group in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 307 increasing their positions, 287 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+9
Holders Change %
+1.11%
% of All Funds
11.12%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
118
Increased
307
Reduced
287
Closed
96
Calls
$123M
Puts
$105M
Net Calls
+$17.9M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
UCB
751
United Community Bank
South Carolina
$4.51K +$4.51K +110 New
CT
752
Colonial Trust
South Carolina
$4.47K -$32K -780 -88%
FDW
753
Fourth Dimension Wealth
Ohio
$4.1K +$4.1K +100 New
AW
754
Avion Wealth
Texas
$4K
GIA
755
GHP Investment Advisors
Colorado
$3.77K -$2.17K -53 -37%
CWM
756
Cranbrook Wealth Management
Michigan
$3.77K +$3.77K +92 New
KFI
757
Key Financial Inc
Pennsylvania
$3.73K
RF
758
Robbins Farley
New Hampshire
$3.69K
HWP
759
Highline Wealth Partners
California
$3.44K +$246 +6 +8%
BWL
760
Bogart Wealth LLC
Virginia
$3.4K
GP
761
Greenline Partners
New York
$3.24K +$3.24K +79 New
TC
762
Truvestments Capital
Florida
$3.07K
AF
763
Advisornet Financial
Minnesota
$3.07K +$246 +6 +9%
PSB
764
Piscataqua Savings Bank
New Hampshire
$3.07K
ADL
765
Asset Dedication LLC
California
$2.87K
BWM
766
Bernard Wealth Management
Michigan
$2.83K +$2.83K +69 New
MSWM
767
Mowery & Schoenfeld Wealth Management
Illinois
$2.81K -$367 -9 -12%
AWM
768
Abound Wealth Management
Tennessee
$2.75K -$164 -4 -6%
NC
769
NewSquare Capital
Pennsylvania
$2.75K +$2.75K +67 New
CWM
770
Crowley Wealth Management
Delaware
$2.62K +$1.31K +32 +100%
TFM
771
TFC Financial Management
Massachusetts
$2.5K +$123 +3 +5%
PFP
772
Pinnacle Financial Partners
Tennessee
$2.49K
DPW
773
DiNuzzo Private Wealth
Pennsylvania
$2.42K +$287 +7 +13%
FMP
774
Financial Management Professionals
Texas
$2.21K -$1.64K -40 -43%
MHR
775
Matthew Hamilton Rosenberg
$2.17K +$2.17K +53 New