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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
AP
826
Aspect Partners
Virginia
$1.86K +$1.74K +35 New
AT
827
Avalon Trust
New Mexico
$1.81K +$1.69K +34 New
BFS
828
Bare Financial Services
Pennsylvania
$1.75K +$1.09K +22 +200%
UCB
829
United Community Bank
South Carolina
$1.7K +$1.59K +32 New
PP
830
PFS Partners
New Jersey
$1.59K +$1.49K +30 New
MSG
831
Main Street Group
Virginia
$1.52K -$149 -3 -9%
BHWM
832
Bay Harbor Wealth Management
Maryland
$1.49K +$299 +6 +27%
RA
833
Rise Advisors
New York
$1.44K +$498 +10 +59%
FC
834
Financial Consulate
Maryland
$1.38K +$1.29K +26 New
KG
835
Kilter Group
New York
$1.33K
SC
836
Swan Capital
Florida
$1.33K
TFA
837
Transamerica Financial Advisors
Florida
$1.3K +$996 +20 +400%
TCB
838
Texas Capital Bancshares
Texas
$1.28K +$1.2K +24 New
HIA
839
HFM Investment Advisors
New Jersey
$1.06K
CMP
840
Coston McIsaac & Partners
Maine
$1K +$1.54K +31 New
CTWM
841
Cherry Tree Wealth Management
Minnesota
$931
CTB
842
Country Trust Bank
Illinois
$851 +$796 +16 New
GFWA
843
Grey Fox Wealth Advisors
Delaware
$832 +$796 +16 New
ACA
844
American Capital Advisory
Idaho
$798
WWA
845
Wealth Watch Advisors
Colorado
$691 +$647 +13 New
RPA
846
Redwood Park Advisors
California
$638
WW
847
Winnow Wealth
Texas
$540 +$498 +10 New
WA
848
WestEnd Advisors
North Carolina
$532
TPBG
849
Turning Point Benefit Group
Maryland
$527 +$498 +10 New
SFCL
850
Strengthening Families & Communities LLC
Massachusetts
$482 +$448 +9 New

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.