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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
FC
976
Financial Consulate
Maryland
$1.56K
TC
977
Truvestments Capital
Florida
$1.56K +$860 +14 +117%
SC
978
Swan Capital
Florida
$1.5K
MAM
979
Marquette Asset Management
Minnesota
$1.32K +$1.35K +22 New
HIA
980
HFM Investment Advisors
New Jersey
$1.32K -$5.1K -83 -79%
PWA
981
Portus Wealth Advisors
North Carolina
$1.2K +$1.23K +20 New
CTWM
982
Cherry Tree Wealth Management
Minnesota
$1.05K
CMP
983
Coston McIsaac & Partners
Maine
$1K
PJC
984
Phillip James Consulting
Minnesota
$1K +$1.17K +19 New
CTB
985
Country Trust Bank
Illinois
$960
QWM
986
Quaker Wealth Management
New Jersey
$960 +$369 +6 +60%
IPS
987
Investors Portfolio Services
Washington
$911 -$61 -1 -6%
UCB
988
United Community Bank
South Carolina
$840
SEP
989
Signature Equity Partners
Ohio
$780
WA
990
WestEnd Advisors
North Carolina
$780
AIM
991
Arcadia Investment Management
Michigan
$720
WA
992
Westfuller Advisors
New York
$720
TWM
993
TopTier Wealth Management
Wisconsin
$720 +$738 +12 New
BFS
994
Bare Financial Services
Pennsylvania
$660
EIPL
995
Essential Investment Partners LLC
Colorado
$600
WIM
996
Westside Investment Management
California
$600
NL
997
NorthAvenue LLC
Ohio
$480
SA
998
Seneschal Advisors
Washington
$480
RPA
999
Redwood Park Advisors
California
$420 -$307 -5 -42%
MB
1000
MidFirst Bank
Oklahoma
$360 +$369 +6 New

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.