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Citizens Financial Group
CFG

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: 9 → 16 (+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: 804 → 858 (+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

Top Buyers

Rank Fund Capital Flow
1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$289M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$81.6M
3
ZIG
Zurich Insurance Group
Switzerland
+$79.4M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$78M
5
SC
Shellback Capital
Massachusetts
+$65.2M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$199M
2
BlackRock
BlackRock
New York
-$153M
3
A
AustralianSuper
Australia
-$127M
4
Amundi
Amundi
France
-$70.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
801
Binnacle Investments
Iowa
$3.99K +$2.29K +46 +159%
PSB
802
Piscataqua Savings Bank
New Hampshire
$3.99K – – –
AA
803
Addison Advisors
Vermont
$3.93K -$1.79K -36 -33%
TIM
804
Tortoise Investment Management
New York
$3.83K +$1.54K +31 +76%
CWP
805
Clark Wealth Partners
Illinois
$3.8K +$2.14K +43 +195%
MSWM
806
Mowery & Schoenfeld Wealth Management
Illinois
$3.65K – – –
TFM
807
TFC Financial Management
Massachusetts
$3.24K – – –
EWP
808
Elevation Wealth Partners
California
$2.98K +$2.79K +56 New
DPW
809
DiNuzzo Private Wealth
Pennsylvania
$2.93K – – –
MHR
810
Matthew Hamilton Rosenberg
$2.82K – – –
BHWM
811
Beaird Harris Wealth Management
Texas
$2.77K – – –
AGWCA
812
Annis Gardner Whiting Capital Advisors
Florida
$2.77K +$1.74K +35 +206%
PWA
813
Principia Wealth Advisory
Texas
$2.76K +$398 +8 +18%
SGK
814
Steigerwald Gordon & Koch
Virginia
$2.76K +$2.59K +52 New
TCA
815
Trifecta Capital Advisors
Illinois
$2.66K – – –
S
816
Sachetta
Massachusetts
$2.34K – – –
BIA
817
Bell Investment Advisors
California
$2.34K +$498 +10 +29%
HNW
818
High Note Wealth
Minnesota
$2.34K – – –
CFFP
819
Center for Financial Planning
Michigan
$2.29K – – –
MAM
820
Marquette Asset Management
Minnesota
$2.29K +$2.14K +43 New
HFS
821
Hughes Financial Services
Virginia
$2.09K – – –
HPC
822
HM Payson & Co
Maine
$2.02K – – –
Kayne Anderson Rudnick Investment Management
823
Kayne Anderson Rudnick Investment Management
California
$2.02K – – –
RWM
824
Rialto Wealth Management
New York
$1.91K +$249 +5 +16%
SHIM
825
Stone House Investment Management
Pennsylvania
$1.91K +$1.79K +36 New
31 32
33
34 35

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.