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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
FPW
1051
Fairvoy Private Wealth
Alabama
-$229K -3,921 Closed
ICP
1052
Interchange Capital Partners
Pennsylvania
-$220K -3,762 Closed
VI
1053
Versor Investments
New York
-$216K -3,700 Closed
FFWA
1054
Forthright Family Wealth Advisory
Texas
-$213K -3,653 Closed
HCM
1055
Howard Capital Management
Georgia
-$207K -3,546 Closed
TFA
1056
TPG Financial Advisors
Oregon
-$205K -3,514 Closed
SP
1057
SmartHarvest Portfolios
Washington
-$204K -3,492 Closed
HAG
1058
HighPoint Advisor Group
Illinois
-$203K -3,470 Closed
AWM
1059
Ariadne Wealth Management
California
-$203K -3,115 Closed
CIAM
1060
Caitong International Asset Management
Hong Kong
-$104K -1,772 Closed
Optiver Holding
1061
Optiver Holding
Netherlands
-$91.4K -1,565 Closed
CWMS
1062
CFG Wealth Management Services
Indiana
-$80.6K -1,380 Closed
EW
1063
Elyxium Wealth
California
-$49.6K -849 Closed
SIM
1064
Sentry Investment Management
Wisconsin
-$46K -781 Closed
EPG
1065
Estate Planners Group
Pennsylvania
-$37.5K -643 Closed
BGA
1066
Battery Global Advisors
Massachusetts
-$60.6K -520 Closed
GEA
1067
Glen Eagle Advisors
New Jersey
-$23.4K -400 Closed
DT
1068
DV Trading
Illinois
-$18.6K -318 Closed
CIAS
1069
CBIZ Investment Advisory Services
Ohio
-$16.8K -287 Closed
LB
1070
Legacy Bridge
Iowa
-$15.4K -264 Closed
CIA
1071
Cape Investment Advisory
Georgia
-$15.2K -260 Closed
IA
1072
Icon Advisers
Colorado
-$13.1K -225 Closed
LWANC
1073
Laurel Wealth Advisors (North Carolina)
North Carolina
-$11.7K -200 Closed
TPBG
1074
Turning Point Benefit Group
Maryland
-$8.94K -153 Closed
MPW
1075
MASECO Private Wealth
-$6.96K -119 Closed

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.