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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
KFI
926
Key Financial Inc
Pennsylvania
$5.46K
STB
927
S&T Bank
Pennsylvania
$5.46K +$2.77K +45 +98%
PIS
928
POM Investment Strategies
North Carolina
$5.4K
S
929
Sachetta
Massachusetts
$5.16K +$2.58K +42 +95%
HFM
930
Harvest Fund Management
China
$5K +$4.61K +75 +833%
SHIM
931
Stone House Investment Management
Pennsylvania
$4.92K
DF
932
Dunhill Financial
United Kingdom
$4.81K +$1.66K +27 +51%
NL
933
NVWM LLC
Pennsylvania
$4.8K -$1.84K -30 -27%
CFG
934
Clayton Financial Group
Missouri
$4.8K
HNW
935
High Note Wealth
Minnesota
$4.8K +$2.03K +33 +70%
AT
936
Arlington Trust
Alabama
$4.62K +$4.73K +77 New
DWM
937
Dogwood Wealth Management
Kansas
$4.56K +$4.67K +76 New
BSB
938
Bangor Savings Bank
Maine
$4.5K
PSB
939
Piscataqua Savings Bank
New Hampshire
$4.5K
AA
940
Addison Advisors
Vermont
$4.44K
WA
941
Whipplewood Advisors
Colorado
$4.44K +$4.55K +74 New
CFM
942
Cornerstone Financial Management
Massachusetts
$4.32K +$1.48K +24 +50%
SSG
943
Summit Securities Group
New York
$4.2K -$35K -569 -89%
MSWM
944
Mowery & Schoenfeld Wealth Management
Illinois
$4.12K
SWM
945
SHP Wealth Management
Massachusetts
$4.02K +$3.44K +56 +509%
OAJ
946
Ogorek Anthony Joseph
New York
$4K -$5.84K -95 -58%
TCM
947
Triumph Capital Management
Colorado
$3.98K +$492 +8 +14%
KFG
948
Kingdom Financial Group
Arizona
$3.72K
LAS
949
Lloyd Advisory Services
Georgia
$3.72K +$2.83K +46 +288%
CWP
950
Clark Wealth Partners
Illinois
$3.66K -$246 -4 -6%

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.