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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
TSS
1126
Two Sigma Securities
New York
-$460K -7,669 Closed
G
1127
GenTrust
Florida
-$310K -5,169 Closed
HCM
1128
Hall Capital Management
Rhode Island
-$331K -5,089 Closed
FCM
1129
Fieldview Capital Management
Michigan
-$302K -5,029 Closed
SC
1130
Sapient Capital
Indiana
-$299K -4,991 Closed
PCMC
1131
Paragon Capital Management (Colorado)
Colorado
-$298K -4,968 Closed
OIA
1132
Oakmont Investment Advisors
Pennsylvania
-$293K -4,881 Closed
CPA
1133
Capital Performance Advisors
California
-$268K -4,465 Closed
TC
1134
TwinBeech Capital
New York
-$250K -4,161 Closed
PFGIA
1135
Patriot Financial Group Insurance Agency
Massachusetts
-$248K -4,130 Closed
PFM
1136
Patton Fund Management
Texas
-$243K -4,057 Closed
VT
1137
Volterra Technologies
New York
-$254K -3,937 Closed
AFA
1138
AA Financial Advisors
Ohio
-$231K -3,858 Closed
CAU
1139
Caxton Associates (UK)
-$212K -3,537 Closed
LOAMU
1140
Lombard Odier Asset Management (USA)
New York
-$205K -3,424 Closed
N
1141
Natixis
France
-$196K -3,266 Closed
LWMI
1142
Legacy Wealth Management (Idaho)
Idaho
-$125K -2,080 Closed
WPA
1143
Wealth Preservation Advisors
Tennessee
-$37.5K -625 Closed
TPWA
1144
Twin Peaks Wealth Advisors
California
-$26.3K -438 Closed
WTC
1145
WhitTier Trust Company
Nevada
-$23.5K -382 Closed
GSEP
1146
Golden State Equity Partners
California
-$22.2K -370 Closed
AGWCA
1147
Annis Gardner Whiting Capital Advisors
Florida
-$21.6K -360 Closed
DWP
1148
Destiny Wealth Partners
Florida
-$20.7K -345 Closed
EC
1149
Elequin Capital
New York
-$19.4K -324 Closed
TGY2IT
1150
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$9.05K -151 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.