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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
CSC
776
Caldwell Sutter Capital
California
$8.45K
OAJ
777
Ogorek Anthony Joseph
New York
$8K
LCM
778
Logan Capital Management
Pennsylvania
$7.72K +$50 +1 +0.7%
PWMG
779
Prestige Wealth Management Group
New Jersey
$7.66K
AF
780
Advisornet Financial
Minnesota
$7.57K +$1.94K +39 +38%
FMP
781
Financial Management Professionals
Texas
$7.55K -$348 -7 -5%
NEWAS
782
N.E.W. Advisory Services
Wisconsin
$7.02K
PGAM
783
Princeton Global Asset Management
New Jersey
$6.86K
JWA
784
JFS Wealth Advisors
Pennsylvania
$6.75K
DF
785
Dunhill Financial
United Kingdom
$6.48K +$50 +1 +0.8%
NFSG
786
Newbridge Financial Services Group
Florida
$6.43K -$1.04K -21 -15%
ADL
787
Asset Dedication LLC
California
$6.33K +$2.44K +49 +70%
AW
788
Avion Wealth
Texas
$6K
CAL
789
Capital Advisors Ltd
Ohio
$6K
JGIA
790
Jackson Grant Investment Advisers
Connecticut
$5.95K
BWL
791
Bogart Wealth LLC
Virginia
$5.74K +$597 +12 +13%
NL
792
NVWM LLC
Pennsylvania
$5.55K
KFP
793
Kerr Financial Planning
California
$5.35K +$5.23K +105 New
FDW
794
Fourth Dimension Wealth
Ohio
$5.32K
FFO
795
Fortitude Family Office
Arizona
$5.16K
CCM
796
Cloud Capital Management
Washington
$5K +$5.43K +109 New
HHMI
797
Howard Hughes Medical Institute
Maryland
$4.94K -$50 -1 -1%
GIA
798
GHP Investment Advisors
Colorado
$4.89K
CT
799
Colonial Trust
South Carolina
$4.68K
HWP
800
Highline Wealth Partners
California
$4.53K

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.