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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
HIA
901
Harbor Investment Advisory
Maryland
$8.64K -$12.8K -209 -59%
PWMG
902
Prestige Wealth Management Group
New Jersey
$8.64K
PWMG
903
Private Wealth Management Group
New Jersey
$8.64K
FMP
904
Financial Management Professionals
Texas
$8.52K
AF
905
Advisornet Financial
Minnesota
$8.46K +$123 +2 +1%
NEWAS
906
N.E.W. Advisory Services
Wisconsin
$7.92K
ADL
907
Asset Dedication LLC
California
$7.8K +$492 +8 +7%
PGAM
908
Princeton Global Asset Management
New Jersey
$7.74K
TM
909
Torren Management
California
$7.51K -$3.2K -52 -29%
NFSG
910
Newbridge Financial Services Group
Florida
$7.26K
NRG
911
Nemes Rush Group
Michigan
$7.2K
BWL
912
Bogart Wealth LLC
Virginia
$7.2K +$1.48K +24 +25%
HHCP
913
Hilton Head Capital Partners
South Carolina
$7.14K
CT
914
Colonial Trust
South Carolina
$7.02K +$2.77K +45 +63%
CAL
915
Capital Advisors Ltd
Ohio
$7K
CCM
916
Chilton Capital Management
Texas
$6.96K +$6.45K +105 +955%
KFP
917
Kerr Financial Planning
California
$6.79K +$61 +1 +1%
JGIA
918
Jackson Grant Investment Advisers
Connecticut
$6.72K
EWP
919
Elevation Wealth Partners
California
$6.06K +$2.77K +45 +80%
SRCM
920
Signature Resources Capital Management
California
$6.04K +$6.21K +101 New
AW
921
Avion Wealth
Texas
$6K
FDW
922
Fourth Dimension Wealth
Ohio
$6K
FCAS
923
First Command Advisory Services
Texas
$6K +$2.03K +33 +49%
GIA
924
GHP Investment Advisors
Colorado
$5.82K +$307 +5 +5%
SC
925
SouthState Corp
Florida
$5.64K -$5.59K -91 -49%

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.