CFG icon

Citizens Financial Group

854 hedge funds and large institutions have $21.4B invested in Citizens Financial Group in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 305 increasing their positions, 286 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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: $ → $

7% more funds holding

Funds holding: 800854 (+54)

7% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 286

0.95% less ownership

Funds ownership: 94.39%93.44% (-0.95%)

Holders
854
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$131M
Puts
$98.3M
Net Calls
Net Calls Change

Top Sellers

1 -$199M
2 -$153M
3 -$127M
4
Amundi
Amundi
France
-$70.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
751
Retirement Wealth Solutions
Wisconsin
$13.4K
Q1WB
752
Quest 10 Wealth Builders
Virginia
$13.1K
CPG
753
Cornerstone Planning Group
New Jersey
$12.1K
SS
754
Sunbelt Securities
Texas
$12.1K
IA
755
Icon Advisers
Colorado
$12K
BC
756
Barrett & Company
Rhode Island
$11.6K
SWP
757
Strategic Wealth Partners
Ohio
$11.5K
LSA
758
Leonteq Securities AG
Switzerland
$11.5K
HIA
759
Harbor Investment Advisory
Maryland
$11.1K
DRP
760
Decker Retirement Planning
Utah
$10.9K
MSWA
761
Marshall & Sterling Wealth Advisors
New York
$10.7K
WPA
762
Wealth Preservation Advisors
Tennessee
$10.6K
NSIM
763
North Star Investment Management
Illinois
$10.6K
KFI
764
Key Financial Inc
Pennsylvania
$10.6K
SL
765
Salomon & Ludwin
Virginia
$10.4K
BCM
766
Boreal Capital Management
Florida
$9.2K
PWA
767
Physician Wealth Advisors
Utah
$9.14K
CFD
768
Creative Financial Designs
Indiana
$9.09K
DSC
769
Duncker Streett & Co
Missouri
$9.04K
STB
770
S&T Bank
Pennsylvania
$8.82K
HWA
771
HHM Wealth Advisors
Tennessee
$8.72K
CSC
772
Caldwell Sutter Capital
California
$8.45K
OAJ
773
Ogorek Anthony Joseph
New York
$8K
LCM
774
Logan Capital Management
Pennsylvania
$7.72K
PWMG
775
Prestige Wealth Management Group
New Jersey
$7.66K