We are live on ! Find out more
CFG icon

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
BGAI
826
Bruce G. Allen Investments
Colorado
$47.9K -$7.07K -115 -13%
OP
827
Oslo Pensjonsforsikring
$46.8K +$47.9K +780 New
GWM
828
Geneos Wealth Management
Colorado
$46.5K +$30.9K +502 +184%
FFO
829
Fortitude Family Office
Arizona
$45.9K +$3.44K +56 +8%
TWD
830
True Wealth Design
Ohio
$44.2K +$1.48K +24 +3%
CH
831
Canton Hathaway
Rhode Island
$43.8K
SWM
832
Spire Wealth Management
Virginia
$41.6K -$2.4K -39 -5%
GA
833
GoalVest Advisory
New York
$40.8K
CA
834
CoreCap Advisors
Michigan
$39.3K +$11K +179 +38%
WPA
835
Wealth Preservation Advisors
Tennessee
$37.5K +$26.1K +425 +213%
VNA
836
Valley National Advisers
Pennsylvania
$36K -$184 -3 -0.5%
QL
837
Quarry LP
New York
$36K -$118K -1,922 -76%
SMBT
838
Southern Michigan Bank & Trust
Michigan
$36K +$36.9K +600 New
BONH
839
Bank of New Hampshire
New Hampshire
$33K
AWM
840
Activest Wealth Management
Florida
$32.3K +$1.6K +26 +5%
CA
841
Crewe Advisors
Utah
$32.2K +$738 +12 +2%
GCM
842
Gunpowder Capital Management
Maryland
$30K
CMA
843
Cedar Mountain Advisors
Oregon
$26.9K +$27.5K +448 New
UOTTAIMCU
844
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26.7K
GSWM
845
Golden State Wealth Management
California
$26.6K +$184 +3 +0.7%
TPWA
846
Twin Peaks Wealth Advisors
California
$26.3K +$26.9K +438 New
VEA
847
Virtus ETF Advisers
New York
$25.7K -$422K -6,864 -94%
AFC
848
Ares Financial Consulting
California
$25.6K +$26K +423 New
TFA
849
Transamerica Financial Advisors
Florida
$24.5K +$24.4K +397 +3,308%
AWM
850
Ameliora Wealth Management
Switzerland
$24.5K

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.