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Citizens Financial Group
CFG

858 hedge funds and large institutions have $21.4B invested in Citizens Financial Group in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 305 increasing their positions, 289 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 9 → 16 (+7)

33% more call options, than puts

Call options by funds: $131M | Put options by funds: $98.3M

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.95B)

7% more funds holding

Funds holding: 804 → 858 (+54)

6% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 289

0.96% less ownership

Funds ownership: 94.4% → 93.44% (-0.96%)

Holders
858
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
11.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.21%
New
142
Increased
305
Reduced
289
Closed
76
Calls
$131M
Puts
$98.3M
Net Calls
+$32.4M
Net Calls Change
+$14.2M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$289M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$81.6M
3
ZIG
Zurich Insurance Group
Switzerland
+$79.4M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$78M
5
SC
Shellback Capital
Massachusetts
+$65.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$199M
2
BlackRock
BlackRock
New York
-$153M
3
A
AustralianSuper
Australia
-$127M
4
Amundi
Amundi
France
-$70.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B -$18M -361,473 -0.7%
BlackRock
2
BlackRock
New York
$2.33B -$153M -3,071,723 -7%
Capital World Investors
3
Capital World Investors
California
$1.98B +$30.6M +614,181 +2%
Invesco
4
Invesco
Georgia
$1.28B +$19.6M +393,158 +2%
State Street
5
State Street
Massachusetts
$1.22B -$14.9M -298,721 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$600M +$3.35M +67,360 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$580M +$6.26M +125,669 +1%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$394M -$55.6M -1,116,780 -13%
Charles Schwab
9
Charles Schwab
California
$364M -$4.23M -85,050 -1%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$361M -$199M -3,993,951 -37%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$353M +$15.7M +315,467 +5%
LSV Asset Management
12
LSV Asset Management
Illinois
$339M -$9.33M -187,531 -3%
Capital International Investors
13
Capital International Investors
California
$322M +$6.9M +138,688 +2%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$309M +$289M +5,811,616 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$275M -$13.3M -267,655 -5%
AQR Capital Management
16
AQR Capital Management
Connecticut
$262M -$57.5M -1,155,730 -19%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$256M -$3.13M -62,898 -1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$252M +$4.96M +99,684 +2%
Northern Trust
19
Northern Trust
Illinois
$244M -$2.8M -56,210 -1%
Goldman Sachs
20
Goldman Sachs
New York
$234M -$29.1M -585,429 -12%
Bank of America
21
Bank of America
North Carolina
$212M -$48.1M -966,878 -20%
UBS AM
22
UBS AM
Illinois
$178M -$50.6M -1,017,257 -23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$175M -$1.8M -36,120 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$150M +$1.39M +27,882 +1%
UBS Group
25
UBS Group
Switzerland
$135M +$9.79M +196,743 +8%
1
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CFG Hedge Fund Activity: Q3 2025 in Review

858 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2025, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 76 closed out — a net gain of 66 holders — while 305 added to existing stakes and 289 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $289M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $199M.

  • 858 institutional investors held Citizens Financial Group (CFG) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $21.4B of Citizens Financial Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q3 2025 and 76 closed out, a net change of +66 holders.
  • The largest Citizens Financial Group buyer in Q3 2025 was Ninety One (UK), an estimated $289M added.
  • The largest Citizens Financial Group seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.