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Citizens Financial Group

819 hedge funds and large institutions have $16.6B invested in Citizens Financial Group in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 307 increasing their positions, 287 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+9
Holders Change %
+1.11%
% of All Funds
11.12%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
118
Increased
307
Reduced
287
Closed
96
Calls
$123M
Puts
$105M
Net Calls
+$17.9M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
776
SJS Investment Consulting
Ohio
$2.09K +$410 +10 +24%
TCA
777
Trifecta Capital Advisors
Illinois
$2.05K
DF
778
Dunhill Financial
United Kingdom
$1.98K -$1.28K -31 -39%
HFS
779
Hughes Financial Services
Virginia
$1.91K +$1.91K +47 New
BIA
780
Bell Investment Advisors
California
$1.89K +$492 +12 +35%
SSB
781
Sandy Spring Bank
Maryland
$1.89K +$1.89K +46 New
S
782
Sachetta
Massachusetts
$1.8K -$656 -16 -27%
HNW
783
High Note Wealth
Minnesota
$1.8K
CFFP
784
Center for Financial Planning
Michigan
$1.76K
HPC
785
HM Payson & Co
Maine
$1.56K
FFO
786
Fortitude Family Office
Arizona
$1.52K -$3.16K -77 -68%
Kayne Anderson Rudnick Investment Management
787
Kayne Anderson Rudnick Investment Management
California
$1.43K -$1.43K -35 -50%
KIM
788
Kestra Investment Management
Texas
$1.35K +$1.35K +33 New
MA
789
MCF Advisors
Kentucky
$1.31K -$2.21K -54 -63%
OCM
790
Osterweis Capital Management
California
$1.23K +$1.23K +30 New
PWA
791
Principia Wealth Advisory
Texas
$1.2K +$787 +21 +191%
MSG
792
Main Street Group
Virginia
$1.15K +$40 +1 +4%
HHGA
793
Halbert Hargrove Global Advisors
California
$1.09K +$1.09K +27 New
SC
794
Swan Capital
Florida
$1.02K
BFS
795
Bare Financial Services
Pennsylvania
$1.02K +$1.02K +25 New
TFA
796
Transamerica Financial Advisors
Florida
$1K
JFG
797
JDM Financial Group
Texas
$942
CYG
798
Clean Yield Group
Vermont
$901
OP
799
ORG Partners
Indiana
$819 -$164 -4 -17%
CAWM
800
Capital A Wealth Management
Pennsylvania
$819 +$328 +8 +67%