We are live on ! Find out more
CFG icon

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
FC
976
Financial Consulate
Maryland
$1.56K
TC
977
Truvestments Capital
Florida
$1.56K
SC
978
Swan Capital
Florida
$1.5K
MAM
979
Marquette Asset Management
Minnesota
$1.32K
HIA
980
HFM Investment Advisors
New Jersey
$1.32K
PWA
981
Portus Wealth Advisors
North Carolina
$1.2K
CTWM
982
Cherry Tree Wealth Management
Minnesota
$1.05K
CMP
983
Coston McIsaac & Partners
Maine
$1K
PJC
984
Phillip James Consulting
Minnesota
$1K
CTB
985
Country Trust Bank
Illinois
$960
QWM
986
Quaker Wealth Management
New Jersey
$960
IPS
987
Investors Portfolio Services
Washington
$911
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
BFS
994
Bare Financial Services
Pennsylvania
$660
WIM
995
Westside Investment Management
California
$600
NL
996
NorthAvenue LLC
Ohio
$480
SA
997
Seneschal Advisors
Washington
$480
RPA
998
Redwood Park Advisors
California
$420
MB
999
MidFirst Bank
Oklahoma
$360
APW
1000
Aventura Private Wealth
Florida
$300