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Citizens Financial Group

819 hedge funds and large institutions have $16.6B invested in Citizens Financial Group in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 307 increasing their positions, 287 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+9
Holders Change %
+1.11%
% of All Funds
11.12%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
118
Increased
307
Reduced
287
Closed
96
Calls
$123M
Puts
$105M
Net Calls
+$17.9M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
876
Beacon Investment Advisory Services
New Jersey
-$212K -4,854 Closed
BFS
877
Bradley Foster & Sargent
Connecticut
-$210K -4,797 Closed
DW30
878
Drucker Wealth 3.0
New Jersey
-$206K -4,704 Closed
CCM
879
Check Capital Management
California
-$206K -4,700 Closed
CI
880
Cigna Investments
Connecticut
-$205K -4,693 Closed
EIC
881
Equity Investment Corp
Georgia
-$204K -4,662 Closed
OL
882
Optas LLC
Texas
-$204K -4,659 Closed
IIM
883
Ipswich Investment Management
Massachusetts
-$202K -4,624 Closed
AFW
884
Avantra Family Wealth
Pennsylvania
-$201K -4,595 Closed
CFO
885
Callan Family Office
Pennsylvania
-$200K -4,573 Closed
SFG
886
SevenBridge Financial Group
Pennsylvania
-$204K -4,315 Closed
VWM
887
Venturi Wealth Management
Texas
-$153K -3,487 Closed
AAM
888
Advisors Asset Management
Colorado
-$153K -3,487 Closed
RS
889
R Squared
Hong Kong
-$145K -3,320 Closed
VFM
890
Viking Fund Management
North Dakota
-$131K -3,000 Closed
CJ
891
Caitlin John
Michigan
-$80.6K -1,841 Closed
AWM
892
Avior Wealth Management
Nebraska
-$50.8K -1,161 Closed
OC
893
Oarsman Capital
Wisconsin
-$38.1K -871 Closed
MIFH
894
Migdal Insurance & Financial Holdings
Israel
-$28K -641 Closed
CAM
895
Costello Asset Management
Pennsylvania
-$26.3K -600 Closed
EFG
896
Ethos Financial Group
Pennsylvania
-$21.8K -498 Closed
PIS
897
POM Investment Strategies
North Carolina
-$11.6K -265 Closed
VWM
898
Valley Wealth Managers
New Jersey
-$5.25K -120 Closed
HWA
899
Heritage Wealth Advisors
Virginia
-$4.77K -109 Closed
BFPW
900
BOK Financial Private Wealth
Colorado
-$4.73K -108 Closed