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Citizens Financial Group

797 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 279 increasing their positions, 309 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 309

3% less funds holding

Funds holding: 821797 (-24)

11% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 120

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$161M
Puts
$143M
Net Calls
Net Calls Change

Top Sellers

1 -$385M
2 -$60.7M
3 -$57.6M
4
Deutsche Bank
Deutsche Bank
Germany
-$50.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
751
TFC Financial Management
Massachusetts
$2.73K
TWD
752
True Wealth Design
Ohio
$2.64K
PFP
753
Pinnacle Financial Partners
Tennessee
$2.55K
DPW
754
DiNuzzo Private Wealth
Pennsylvania
$2.51K
MHR
755
Matthew Hamilton Rosenberg
$2.37K
FNWA
756
Financial Network Wealth Advisors
Utah
$2.37K
BHWM
757
Beaird Harris Wealth Management
Texas
$2.33K
PWA
758
Physician Wealth Advisors
Utah
$2.28K
TCA
759
Trifecta Capital Advisors
Illinois
$2.24K
AUB
760
Atlantic Union Bankshares
Virginia
$2.06K
HNW
761
High Note Wealth
Minnesota
$1.97K
S
762
Sachetta
Massachusetts
$1.97K
PWA
763
Principia Wealth Advisory
Texas
$1.97K
CFFP
764
Center for Financial Planning
Michigan
$1.93K
EPW
765
Evergreen Private Wealth
Colorado
$1.88K
HFS
766
Hughes Financial Services
Virginia
$1.88K
TIM
767
Tortoise Investment Management
New York
$1.83K
HPC
768
HM Payson & Co
Maine
$1.7K
Kayne Anderson Rudnick Investment Management
769
Kayne Anderson Rudnick Investment Management
California
$1.7K
BIA
770
Bell Investment Advisors
California
$1.52K
MSG
771
Main Street Group
Virginia
$1.45K
RWM
772
Rialto Wealth Management
New York
$1.39K
BI
773
Binnacle Investments
Iowa
$1.3K
SIC
774
SJS Investment Consulting
Ohio
$1.16K
SC
775
Swan Capital
Florida
$1.12K