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
ICP
1051
Interchange Capital Partners
Pennsylvania
VI
1052
Versor Investments
New York
FFWA
1053
Forthright Family Wealth Advisory
Texas
HCM
1054
Howard Capital Management
Georgia
TFA
1055
TPG Financial Advisors
Oregon
SP
1056
SmartHarvest Portfolios
Washington
HAG
1057
HighPoint Advisor Group
Illinois
AWM
1058
Ariadne Wealth Management
California
CIAM
1059
Caitong International Asset Management
Hong Kong
Optiver Holding
1060
Optiver Holding
Netherlands
CWMS
1061
CFG Wealth Management Services
Indiana
EW
1062
Elyxium Wealth
California
SIM
1063
Sentry Investment Management
Wisconsin
EPG
1064
Estate Planners Group
Pennsylvania
BGA
1065
Battery Global Advisors
Massachusetts
GEA
1066
Glen Eagle Advisors
New Jersey
DT
1067
DV Trading
Illinois
CIAS
1068
CBIZ Investment Advisory Services
Ohio
LB
1069
Legacy Bridge
Iowa
CIA
1070
Cape Investment Advisory
Georgia
IA
1071
Icon Advisers
Colorado
LWANC
1072
Laurel Wealth Advisors (North Carolina)
North Carolina
TPBG
1073
Turning Point Benefit Group
Maryland
MPW
1074
MASECO Private Wealth
HC
1075
Hurley Capital
New York