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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
SFG
876
Strive Financial Group
Indiana
$16K +$16K +261 +2,900%
HWP
877
Highline Wealth Partners
California
$15.6K +$10.7K +174 +202%
JSAM
878
J. Safra Asset Management
New York
$14.7K -$1.41K -23 -9%
ME
879
McIlrath & Eck
Washington
$14.4K -$4.24K -69 -22%
LSA
880
Leonteq Securities AG
Switzerland
$14.3K +$9.65K +157 +194%
JWA
881
JFS Wealth Advisors
Pennsylvania
$13.6K +$307 +5 +2%
BC
882
Barrett & Company
Rhode Island
$13.1K
SWP
883
Strategic Wealth Partners
Ohio
$13K
RWS
884
Retirement Wealth Solutions
Wisconsin
$12.6K -$2.46K -40 -16%
NSIM
885
North Star Investment Management
Illinois
$12.6K
FHC
886
First Horizon Corporation
Tennessee
$12.5K +$1.41K +23 +12%
DRP
887
Decker Retirement Planning
Utah
$12.3K
CFSG
888
Community Financial Services Group
Vermont
$12.1K +$12.3K +200 New
PWA
889
Physician Wealth Advisors
Utah
$12K -$7.99K -130 -39%
VFM
890
Vision Financial Markets
Connecticut
$12K
SL
891
Salomon & Ludwin
Virginia
$11.8K
1CP
892
1015 Capital Partners
Pennsylvania
$11.8K +$123 +2 +1%
UFPG
893
United Financial Planning Group
New York
$10.9K +$11.2K +182 New
BCM
894
Boreal Capital Management
Florida
$10.4K
CPBTD
895
Central Pacific Bank - Trust Division
Hawaii
$10.4K +$10.6K +173 New
CFD
896
Creative Financial Designs
Indiana
$10.3K
DSC
897
Duncker Streett & Co
Missouri
$10.2K
HWA
898
HHM Wealth Advisors
Tennessee
$9.84K
CSC
899
Caldwell Sutter Capital
California
$9.54K
TFIPS
900
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9K -$49.8K -810 -84%

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.