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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
TFM
951
TFC Financial Management
Massachusetts
$3.66K
BHWM
952
Bay Harbor Wealth Management
Maryland
$3.54K
JFA
953
JNBA Financial Advisors
Minnesota
$3.48K
RWM
954
Rialto Wealth Management
New York
$3.48K
WAG
955
Wilkerson Advisory Group
Missouri
$3.48K
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
CFFP
962
Center for Financial Planning
Michigan
$2.58K
ACA
963
American Capital Advisory
Idaho
$2.58K
KG
964
Kilter Group
New York
$2.28K
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
IWM
968
IMG Wealth Management
Florida
$2.22K
BW
969
Basepoint Wealth
Iowa
$2.13K
AP
970
Aspect Partners
Virginia
$2.1K
DIP
971
DT Investment Partners
Pennsylvania
$2.04K
BIA
972
Bell Investment Advisors
California
$2.04K
PP
973
PFS Partners
New Jersey
$1.8K
MSG
974
Main Street Group
Virginia
$1.75K
VWM
975
Vermillion Wealth Management
Minnesota
$1.74K