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Citizens Financial Group

830 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 310 increasing their positions, 293 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 96

17% more call options, than puts

Call options by funds: $123M | Put options by funds: $105M

1% more funds holding

Funds holding: 819830 (+11)

6% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 293

0.54% more ownership

Funds ownership: 93.94%94.48% (+0.54%)

7% less capital invested

Capital invested by funds: $18.1B → $16.8B (-$1.27B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
830
Holders Change
+11
Holders Change %
+1.34%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
118
Increased
310
Reduced
293
Closed
96
Calls
$123M
Puts
$105M
Net Calls
+$17.9M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1B -$14M -312,907 -0.6%
BlackRock
2
BlackRock
New York
$1.85B -$172M -3,855,368 -8%
Capital World Investors
3
Capital World Investors
California
$1.5B +$31.7M +710,146 +2%
State Street
4
State Street
Massachusetts
$995M -$110M -2,476,249 -9%
Invesco
5
Invesco
Georgia
$958M -$36M -807,499 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$459M +$14.2M +319,017 +3%
Morgan Stanley
7
Morgan Stanley
New York
$459M +$25.7M +576,456 +5%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$425M +$31.1M +697,494 +7%
Amundi
9
Amundi
France
$402M -$129M -2,900,683 -21%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$355M -$4.62M -103,538 -1%
AQR Capital Management
11
AQR Capital Management
Connecticut
$294M +$52.7M +1,180,390 +19%
Charles Schwab
12
Charles Schwab
California
$284M -$3.33M -74,609 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$279M +$24.7M +554,618 +9%
Capital International Investors
14
Capital International Investors
California
$241M +$207M +4,633,573 +369%
LSV Asset Management
15
LSV Asset Management
Illinois
$235M -$7.44M -166,697 -3%
Norges Bank
16
Norges Bank
Norway
$230M +$2.58M +57,794 +1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$218M -$234M -5,255,642 -50%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$213M +$14.6M +326,787 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$194M +$1.86M +41,704 +0.9%
Northern Trust
20
Northern Trust
Illinois
$193M +$3.85M +86,237 +2%
UBS AM
21
UBS AM
Illinois
$147M +$9.12M +204,402 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$144M -$802K -17,980 -0.5%
Bank of America
23
Bank of America
North Carolina
$143M +$18.7M +419,429 +14%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$142M -$1.24M -27,735 -0.8%
UBS Group
25
UBS Group
Switzerland
$135M -$112M -2,519,806 -43%

CFG Hedge Fund Activity: Q1 2025 in Review

830 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2025, worth a combined $16.8B — down 7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new CFG positions and 96 closed out — a net gain of 22 holders — while 310 added to existing stakes and 293 trimmed.

The largest buyer was Capital International Investors, adding an estimated $207M. The largest seller was Wellington Management Group, cutting an estimated $234M.

  • 830 institutional investors held Citizens Financial Group (CFG) as of Q1 2025, up from 819 in Q4 2024.
  • Funds reported $16.8B of Citizens Financial Group stock for Q1 2025, down 7% quarter-over-quarter.
  • 118 funds opened new Citizens Financial Group positions in Q1 2025 and 96 closed out, a net change of +22 holders.
  • The largest Citizens Financial Group buyer in Q1 2025 was Capital International Investors, an estimated $207M added.
  • The largest Citizens Financial Group seller in Q1 2025 was Wellington Management Group, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2025.