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Citizens Financial Group

858 hedge funds and large institutions have $21.4B invested in Citizens Financial Group in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 305 increasing their positions, 289 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

33% more call options, than puts

Call options by funds: $131M | Put options by funds: $98.3M

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.95B)

7% more funds holding

Funds holding: 804858 (+54)

6% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 289

0.96% less ownership

Funds ownership: 94.4%93.44% (-0.96%)

Holders
858
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
11.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.21%
New
142
Increased
305
Reduced
289
Closed
76
Calls
$131M
Puts
$98.3M
Net Calls
+$32.4M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
901
Traub Capital Management
Massachusetts
-$157K -3,500 Closed
GM
902
GeoWealth Management
Illinois
-$90.4K -2,019 Closed
RI
903
Ridgewood Investments
New Jersey
-$59.6K -1,331 Closed
Lazard Asset Management
904
Lazard Asset Management
New York
-$57K -1,275 Closed
PSFG
905
Park Square Financial Group
Georgia
-$52K -1,161 Closed
MYIA
906
Mount Yale Investment Advisors
Colorado
-$44.7K -998 Closed
KIM
907
Kestra Investment Management
Texas
-$42.7K -958 Closed
HT
908
Headlands Technologies
Illinois
-$41.1K -918 Closed
CIM
909
Contravisory Investment Management
Massachusetts
-$34.5K -772 Closed
IRC
910
Investors Research Corp
Georgia
-$28.9K -645 Closed
SO
911
Sierra Ocean
California
-$21.3K -475 Closed
CCA
912
Catalyst Capital Advisors
New York
-$20.3K -453 Closed
WOC
913
West Oak Capital
California
-$179 -400 Closed
BCMLT
914
Beacon Capital Management LLC (Tennessee)
Tennessee
-$15.8K -354 Closed
SAS
915
Spurstone Advisory Services
Connecticut
-$13.4K -300 Closed
NC
916
NewSquare Capital
Pennsylvania
-$12.5K -279 Closed
BP
917
BNP Paribas
France
-$12.2K -272 Closed
TIM
918
Total Investment Management
Arizona
-$11.5K -257 Closed
TPWA
919
Twin Peaks Wealth Advisors
California
-$10.8K -225 Closed
Optiver Holding
920
Optiver Holding
Netherlands
-$9.44K -211 Closed
WCM
921
WealthTrak Capital Management
Virginia
-$6.58K -147 Closed
WA
922
Whipplewood Advisors
Colorado
-$5.59K -125 Closed
MPW
923
MASECO Private Wealth
-$5.24K -117 Closed
AAS
924
Ameritas Advisory Services
Nebraska
-$5.1K -114 Closed
RF
925
Robbins Farley
New Hampshire
-$4.03K -90 Closed

CFG Hedge Fund Activity: Q3 2025 in Review

858 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2025, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 76 closed out — a net gain of 66 holders — while 305 added to existing stakes and 289 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $289M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $199M.

  • 858 institutional investors held Citizens Financial Group (CFG) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $21.4B of Citizens Financial Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q3 2025 and 76 closed out, a net change of +66 holders.
  • The largest Citizens Financial Group buyer in Q3 2025 was Ninety One (UK), an estimated $289M added.
  • The largest Citizens Financial Group seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.