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Citizens Financial Group

795 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, 280 increasing their positions, 307 reducing their positions, and 119 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:

9% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 307

3% less funds holding

Funds holding: 820795 (-25)

10% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 119

Holders
795
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
TWD
751
True Wealth Design
Ohio
$2.64K
DPW
752
DiNuzzo Private Wealth
Pennsylvania
$2.51K
MHR
753
Matthew Hamilton Rosenberg
$2.37K
FNWA
754
Financial Network Wealth Advisors
Utah
$2.37K
BHWM
755
Beaird Harris Wealth Management
Texas
$2.33K
PWA
756
Physician Wealth Advisors
Utah
$2.28K
TCA
757
Trifecta Capital Advisors
Illinois
$2.24K
AUB
758
Atlantic Union Bankshares
Virginia
$2.06K
HNW
759
High Note Wealth
Minnesota
$1.97K
S
760
Sachetta
Massachusetts
$1.97K
PWA
761
Principia Wealth Advisory
Texas
$1.97K
CFFP
762
Center for Financial Planning
Michigan
$1.93K
EPW
763
Evergreen Private Wealth
Colorado
$1.88K
HFS
764
Hughes Financial Services
Virginia
$1.88K
TIM
765
Tortoise Investment Management
New York
$1.83K
HPC
766
HM Payson & Co
Maine
$1.7K
Kayne Anderson Rudnick Investment Management
767
Kayne Anderson Rudnick Investment Management
California
$1.7K
BIA
768
Bell Investment Advisors
California
$1.52K
MSG
769
Main Street Group
Virginia
$1.45K
RWM
770
Rialto Wealth Management
New York
$1.39K
BI
771
Binnacle Investments
Iowa
$1.3K
SIC
772
SJS Investment Consulting
Ohio
$1.16K
SC
773
Swan Capital
Florida
$1.12K
KG
774
Kilter Group
New York
$1.12K
BHWM
775
Bay Harbor Wealth Management
Maryland
$984