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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
BlackRock
1
BlackRock
New York
$3.42B +$131M +2,037,542 +4%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.89B +$2.7M +41,814 +0.2%
Capital World Investors
3
Capital World Investors
California
$1.63B -$299M -4,634,869 -17%
Invesco
4
Invesco
Georgia
$1.55B -$49.8M -772,127 -3%
State Street
5
State Street
Massachusetts
$1.49B +$63.1M +978,979 +5%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$1.44B +$41.4M +641,583 +3%
Morgan Stanley
7
Morgan Stanley
New York
$859M -$28.9M -447,712 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$825M +$341K +5,290 +0%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$550M +$69.8M +1,083,233 +16%
AQR Capital Management
10
AQR Capital Management
Connecticut
$534M +$18.5M +286,189 +4%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$509M -$4.07M -63,162 -0.9%
Charles Schwab
12
Charles Schwab
California
$459M -$8.15M -126,416 -2%
Norges Bank
13
Norges Bank
Norway
$415M +$382M +5,926,803 New
LSV Asset Management
14
LSV Asset Management
Illinois
$403M -$20.1M -311,301 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$335M +$3.85M +59,649 +1%
Victory Capital Management
16
Victory Capital Management
Texas
$322M +$32.3M +501,230 +12%
Northern Trust
17
Northern Trust
Illinois
$316M +$1.92M +29,841 +0.7%
Goldman Sachs
18
Goldman Sachs
New York
$295M -$23.5M -364,289 -8%
UBS Group
19
UBS Group
Switzerland
$292M +$123M +1,908,572 +85%
Amundi
20
Amundi
France
$258M +$56.5M +875,666 +31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$252M -$28.3M -439,257 -11%
UBS AM
22
UBS AM
Illinois
$231M -$3.27M -50,743 -2%
Bank of America
23
Bank of America
North Carolina
$223M +$32.6M +505,748 +19%
Legal & General Group
24
Legal & General Group
United Kingdom
$207M +$9.4M +145,733 +5%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$196M -$10.4M -161,619 -5%

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.