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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
WTC
851
WhitTier Trust Company
Nevada
$23.5K +$3.38K +55 +17%
KFAS
852
Keating Financial Advisory Services
Kansas
$22.9K +$12K +196 +105%
SWIM
853
Smallwood Wealth Investment Management
New Jersey
$22.7K
GSEP
854
Golden State Equity Partners
California
$22.2K +$22.7K +370 New
WA
855
WPG Advisers
Maryland
$22.2K
C
856
Covestor
United Kingdom
$22K -$6.7K -109 -23%
CPG
857
Cornerstone Planning Group
New Jersey
$21.8K +$5.78K +94 +38%
AGWCA
858
Annis Gardner Whiting Capital Advisors
Florida
$21.6K +$15.1K +246 +216%
EFMH
859
E Fund Management (HK)
Hong Kong
$21.5K
BL
860
BFSG LLC
California
$21K
KFA
861
Kelleher Financial Advisors
New York
$21K
DWP
862
Destiny Wealth Partners
Florida
$20.7K +$21.2K +345 New
RF
863
Roxbury Financial
New Jersey
$20.1K +$123 +2 +0.6%
EC
864
Elequin Capital
New York
$19.4K +$19.9K +324 New
CT
865
Clearstead Trust
Maine
$19K
FMII
866
Farmers & Merchants Investments Inc
Nebraska
$18.9K
M
867
MOTCO
Texas
$18.5K -$63.9K -1,040 -77%
SS
868
Sunbelt Securities
Texas
$18.5K +$5.04K +82 +36%
HNB
869
Hilltop National Bank
Wyoming
$18.4K +$18.8K +306 New
VNT
870
Vanguard National Trust
Pennsylvania
$18.1K +$18.5K +301 New
CNBTD
871
Citizens National Bank Trust Department
Mississippi
$18K
SIM
872
Synergy Investment Management
Florida
$17.9K +$18.3K +298 New
KAS
873
Kemnay Advisory Services
New York
$17.3K +$17.8K +289 New
JWM
874
JPL Wealth Management
Colorado
$16.6K +$17K +276 New
FFA
875
Frazier Financial Advisors
Ohio
$16.2K

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.