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Citizens Financial Group
CFG

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: 962 → 1,011 (+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: 13 → 10 (-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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$113M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$108M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$92.6M
4
Morgan Stanley
Morgan Stanley
New York
+$91.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$88.9M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$552M
2
Capital International Investors
Capital International Investors
California
-$364M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$268M
4
State Street
State Street
Massachusetts
-$153M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
951
TFC Financial Management
Massachusetts
$3.66K – – –
BHWM
952
Bay Harbor Wealth Management
Maryland
$3.54K +$860 +14 +31%
JFA
953
JNBA Financial Advisors
Minnesota
$3.48K – – –
RWM
954
Rialto Wealth Management
New York
$3.48K +$860 +14 +32%
WAG
955
Wilkerson Advisory Group
Missouri
$3.48K +$3.56K +58 New
DPW
956
DiNuzzo Private Wealth
Pennsylvania
$3.36K – – –
MHR
957
Matthew Hamilton Rosenberg
$3.18K – – –
BHWM
958
Beaird Harris Wealth Management
Texas
$3.12K – – –
SGK
959
Steigerwald Gordon & Koch
Virginia
$3.12K – – –
IBOK
960
Independence Bank of Kentucky
Kentucky
$3K – – –
HFS
961
Hughes Financial Services
Virginia
$2.76K +$369 +6 +15%
CFFP
962
Center for Financial Planning
Michigan
$2.58K – – –
ACA
963
American Capital Advisory
Idaho
$2.58K +$1.6K +26 +153%
KG
964
Kilter Group
New York
$2.28K -$123 -2 -5%
HPC
965
HM Payson & Co
Maine
$2.28K – – –
Kayne Anderson Rudnick Investment Management
966
Kayne Anderson Rudnick Investment Management
California
$2.28K – – –
VWA
967
Valued Wealth Advisors
Utah
$2.28K +$2.33K +38 New
IWM
968
IMG Wealth Management
Florida
$2.22K +$1.41K +23 +164%
BW
969
Basepoint Wealth
Iowa
$2.13K +$61 +1 +3%
AP
970
Aspect Partners
Virginia
$2.1K – – –
DIP
971
DT Investment Partners
Pennsylvania
$2.04K -$20.3K -330 -91%
BIA
972
Bell Investment Advisors
California
$2.04K -$860 -14 -29%
PP
973
PFS Partners
New Jersey
$1.8K – – –
MSG
974
Main Street Group
Virginia
$1.75K +$1.78K +29 New
VWM
975
Vermillion Wealth Management
Minnesota
$1.74K +$1.78K +29 New
37 38
39
40 41

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.