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Citizens Financial Group

796 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, 308 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: 308

3% less funds holding

Funds holding: 820796 (-24)

10% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 119

Holders
796
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
BHWM
776
Bay Harbor Wealth Management
Maryland
$984
STB
777
S&T Bank
Pennsylvania
$940
HIA
778
HFM Investment Advisors
New Jersey
$895
CTWM
779
Cherry Tree Wealth Management
Minnesota
$784
AGWCA
780
Annis Gardner Whiting Capital Advisors
Florida
$761
RA
781
Rise Advisors
New York
$761
PWM
782
Parkworth Wealth Management
California
$761
T
783
Transce3nd
Texas
$761
CIA
784
Cape Investment Advisory
Georgia
$716
SC
785
Stephens Consulting
Michigan
$716
ACA
786
American Capital Advisory
Idaho
$672
RPA
787
Redwood Park Advisors
California
$537
BFS
788
Bare Financial Services
Pennsylvania
$492
WA
789
WestEnd Advisors
North Carolina
$448
QWM
790
Quaker Wealth Management
New Jersey
$403
TFA
791
Transamerica Financial Advisors
Florida
$198
WOC
792
West Oak Capital
California
$179
LFA
793
LGT Financial Advisors
Texas
$179
AWM
794
Activest Wealth Management
Florida
$134
YDMI
795
Y.D. More Investments
Israel
$53
SWA
796
SOA Wealth Advisors
New York
$53
JCM
797
Junto Capital Management
New York
Jane Street
798
Jane Street
New York
ECM
799
ExodusPoint Capital Management
New York
Canada Pension Plan Investment Board
800
Canada Pension Plan Investment Board
Ontario, Canada