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Citizens Financial Group

858 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, 289 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

33% more call options, than puts

Call options by funds: $131M | Put options by funds: $98.3M

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.95B)

7% more funds holding

Funds holding: 804858 (+54)

6% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 289

0.96% less ownership

Funds ownership: 94.4%93.44% (-0.96%)

Holders
858
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
11.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.21%
New
142
Increased
305
Reduced
289
Closed
76
Calls
$131M
Puts
$98.3M
Net Calls
+$32.4M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
751
CBIZ Investment Advisory Services
Ohio
$15.3K -$548 -11 -4%
FHC
752
First Horizon Corporation
Tennessee
$14.4K +$13.5K +271 New
FFA
753
Frazier Financial Advisors
Ohio
$14.4K
JWM
754
JPL Wealth Management
Colorado
$14.3K +$13.4K +269 New
RWS
755
Retirement Wealth Solutions
Wisconsin
$13.4K
Q1WB
756
Quest 10 Wealth Builders
Virginia
$13.1K +$1.04K +21 +9%
CPG
757
Cornerstone Planning Group
New Jersey
$12.1K +$6.22K +125 +109%
SS
758
Sunbelt Securities
Texas
$12.1K +$11.3K +227 New
IA
759
Icon Advisers
Colorado
$12K +$11.2K +225 New
BC
760
Barrett & Company
Rhode Island
$11.6K
SWP
761
Strategic Wealth Partners
Ohio
$11.5K
LSA
762
Leonteq Securities AG
Switzerland
$11.5K -$235K -4,714 -96%
HIA
763
Harbor Investment Advisory
Maryland
$11.1K
DRP
764
Decker Retirement Planning
Utah
$10.9K
MSWA
765
Marshall & Sterling Wealth Advisors
New York
$10.7K
WPA
766
Wealth Preservation Advisors
Tennessee
$10.6K -$4.98K -100 -33%
NSIM
767
North Star Investment Management
Illinois
$10.6K
KFI
768
Key Financial Inc
Pennsylvania
$10.6K +$5.47K +110 +121%
SL
769
Salomon & Ludwin
Virginia
$10.4K +$9.66K +194 New
BCM
770
Boreal Capital Management
Florida
$9.2K
PWA
771
Physician Wealth Advisors
Utah
$9.14K +$6.02K +121 +237%
CFD
772
Creative Financial Designs
Indiana
$9.09K
DSC
773
Duncker Streett & Co
Missouri
$9.04K
STB
774
S&T Bank
Pennsylvania
$8.82K +$7.22K +145 +690%
HWA
775
HHM Wealth Advisors
Tennessee
$8.72K

CFG Hedge Fund Activity: Q3 2025 in Review

858 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2025, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 76 closed out — a net gain of 66 holders — while 305 added to existing stakes and 289 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $289M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $199M.

  • 858 institutional investors held Citizens Financial Group (CFG) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $21.4B of Citizens Financial Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q3 2025 and 76 closed out, a net change of +66 holders.
  • The largest Citizens Financial Group buyer in Q3 2025 was Ninety One (UK), an estimated $289M added.
  • The largest Citizens Financial Group seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.