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Citizens Financial Group

1,011 hedge funds and large institutions have $23.8B invested in Citizens Financial Group in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 430 increasing their positions, 305 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

1% less capital invested

Capital invested by funds: $24B → $23.8B (-$191M)

2.17% less ownership

Funds ownership: 95.71%93.55% (-2.2%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
N
776
Natixis
France
$196K -$28.7M -467,354 -99%
AAM
777
Advisors Asset Management
Colorado
$193K +$198K +3,224 New
LS
778
Livforsakringsbolaget Skandia
Sweden
$192K
RBI
779
Raiffeisen Bank International
Austria
$185K +$19.4K +316 +11%
BIAS
780
Beacon Investment Advisory Services
New Jersey
$184K -$109K -1,767 -37%
RFP
781
Root Financial Partners
California
$168K +$84.8K +1,380 +97%
RCM
782
Raleigh Capital Management
North Carolina
$166K +$3.38K +55 +2%
CFB
783
Cullen/Frost Bankers
Texas
$163K -$94.3K -1,535 -36%
Fidelity International
784
Fidelity International
Bermuda
$159K +$163K +2,648 New
KCM
785
Key Capital Management
Tennessee
$152K +$38.4K +625 +33%
MPWT
786
MassMutual Private Wealth & Trust
Connecticut
$134K -$19.3K -314 -12%
AAG
787
Armstrong Advisory Group
Massachusetts
$128K
DMBA
788
Deseret Mutual Benefit Administrators
Utah
$126K +$53.3K +868 +71%
LWMI
789
Legacy Wealth Management (Idaho)
Idaho
$125K +$14.5K +236 +13%
LI
790
LRI Investments
Florida
$121K +$13.3K +217 +12%
BTI
791
Blue Trust Inc
Georgia
$120K -$49.9K -812 -29%
P8IP
792
Pier 88 Investment Partners
California
$120K -$2.77M -45,100 -96%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K -$29.1K -474 -20%
HI
794
Harbour Investments
Wisconsin
$111K +$51.7K +841 +83%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$110K -$6.82K -111 -6%
CFO
796
CVA Family Office
Colorado
$109K +$25.6K +416 +30%
FFC
797
First Financial Corp
Indiana
$108K
MCA
798
McGuire Capital Advisors
Oklahoma
$107K -$142K -2,318 -56%
RFG
799
REAP Financial Group
Texas
$105K +$48.9K +795 +83%
ZBNA
800
Zions Bancorporation, National Association
Utah
$101K +$15.4K +251 +18%

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.