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Citizens Financial Group

1,010 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
1,010
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
876
Strive Financial Group
Indiana
$16K
HWP
877
Highline Wealth Partners
California
$15.6K
JSAM
878
J. Safra Asset Management
New York
$14.7K
ME
879
McIlrath & Eck
Washington
$14.4K
LSA
880
Leonteq Securities AG
Switzerland
$14.3K
JWA
881
JFS Wealth Advisors
Pennsylvania
$13.6K
BC
882
Barrett & Company
Rhode Island
$13.1K
SWP
883
Strategic Wealth Partners
Ohio
$13K
RWS
884
Retirement Wealth Solutions
Wisconsin
$12.6K
NSIM
885
North Star Investment Management
Illinois
$12.6K
FHC
886
First Horizon Corporation
Tennessee
$12.5K
DRP
887
Decker Retirement Planning
Utah
$12.3K
CFSG
888
Community Financial Services Group
Vermont
$12.1K
PWA
889
Physician Wealth Advisors
Utah
$12K
VFM
890
Vision Financial Markets
Connecticut
$12K
SL
891
Salomon & Ludwin
Virginia
$11.8K
1CP
892
1015 Capital Partners
Pennsylvania
$11.8K
UFPG
893
United Financial Planning Group
New York
$10.9K
BCM
894
Boreal Capital Management
Florida
$10.4K
CPBTD
895
Central Pacific Bank - Trust Division
Hawaii
$10.4K
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