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Citizens Financial Group

1,091 hedge funds and large institutions have $28.6B invested in Citizens Financial Group in 2026 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 470 increasing their positions, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 72

48% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 317

44% more call options, than puts

Call options by funds: $147M | Put options by funds: $102M

20% more capital invested

Capital invested by funds: $23.8B → $28.6B (+$4.77B)

7% more funds holding

Funds holding: 1,0201,091 (+71)

2.92% more ownership

Funds ownership: 93.56%96.49% (+2.9%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
1,091
Holders Change
+71
Holders Change %
+6.96%
% of All Funds
13.18%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.08%
New
158
Increased
470
Reduced
317
Closed
72
Calls
$147M
Puts
$102M
Net Calls
+$45.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1076
BOK Financial Private Wealth
Colorado
$701 +$645 +10 New
DF
1077
DecisionPoint Financial
Arizona
$647 +$580 +9 New
NL
1078
NorthAvenue LLC
Ohio
$561
SA
1079
Seneschal Advisors
Washington
$561
RPA
1080
Redwood Park Advisors
California
$491
MB
1081
MidFirst Bank
Oklahoma
$420
PMFA
1082
Plante Moran Financial Advisors
Michigan
$420 +$387 +6 New
SWAG
1083
Spectrum Wealth Advisory Group
California
$353 +$322 +5 New
MWA
1084
Medallion Wealth Advisors
Connecticut
$350 +$322 +5 New
HHGA
1085
Halbert Hargrove Global Advisors
California
$345 +$322 +5 New
3FI
1086
3 Factor Indexing
California
$211
MCA
1087
Maryland Capital Advisors
Maryland
$211 +$193 +3 New
GPFA
1088
Game Plan Financial Advisors
Ohio
$210 +$193 +3 New
HIA
1089
Highland Investment Advisors
Florida
$140 +$129 +2 New
RJA
1090
Ross\Johnson & Associates
Minnesota
$70 +$64 +1 New
YDMI
1091
Y.D. More Investments
Israel
$64 +$64 +1 +0.4%
AU
1092
Algebris (UK)
United Kingdom
-$55.6M -928,970 Closed
LP
1093
Longaeva Partners
Illinois
-$47.1M -785,893 Closed
HF
1094
HRT Financial
New York
-$21.3M -355,869 Closed
SVBP
1095
Strategic Value Bank Partners
Ohio
-$16.5M -275,500 Closed
SM
1096
Soapstone Management
Maryland
-$13.5M -225,000 Closed
A
1097
AustralianSuper
Australia
-$11.7M -194,770 Closed
FCM
1098
FJ Capital Management
Virginia
-$7.55M -125,939 Closed
SM
1099
Sciencast Management
New Jersey
-$6.29M -104,942 Closed
SC
1100
Shellback Capital
Massachusetts
-$6M -100,000 Closed

CFG Hedge Fund Activity: Q2 2026 in Review

1,091 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2026, worth a combined $28.6B — up 20% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new CFG positions and 72 closed out — a net gain of 86 holders — while 470 added to existing stakes and 317 trimmed.

The largest buyer was BlackRock, adding an estimated $131M. The largest seller was Capital World Investors, cutting an estimated $299M.

  • 1,091 institutional investors held Citizens Financial Group (CFG) as of Q2 2026, up from 1,020 in Q1 2026.
  • Funds reported $28.6B of Citizens Financial Group stock for Q2 2026, up 20% quarter-over-quarter.
  • 158 funds opened new Citizens Financial Group positions in Q2 2026 and 72 closed out, a net change of +86 holders.
  • The largest Citizens Financial Group buyer in Q2 2026 was BlackRock, an estimated $131M added.
  • The largest Citizens Financial Group seller in Q2 2026 was Capital World Investors, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2026.