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Citigroup

2,423 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 906 increasing their positions, 864 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.55% more ownership

Funds ownership: 74.8%77.34% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 864

25% less call options, than puts

Call options by funds: $7.28B | Put options by funds: $9.76B

Holders
2,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.28B
Puts
$9.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
2501
Saranac Partners
RA
2502
Rise Advisors
New York
SWGC
2503
Summit Wealth Group (Colorado)
Colorado
IGAM
2504
iA Global Asset Management
Quebec, Canada
JWM
2505
JPL Wealth Management
Colorado
TCM
2506
TruNorth Capital Management
Michigan
CCM
2507
Cloud Capital Management
Washington
TIM
2508
Tortoise Investment Management
New York
EPAM
2509
Evelyn Partners Asset Management
SC
2510
Stance Capital
Massachusetts
PFA
2511
Pathway Financial Advisers
Indiana
TIAAOA
2512
Teachers Insurance & Annuity Association of America
New York
PAM
2513
Palisade Asset Management
Minnesota
GFWA
2514
Grey Fox Wealth Advisors
Delaware
GGI
2515
Godsey & Gibb Inc
Virginia
HWA
2516
Heartwood Wealth Advisors
Virginia
MSWA
2517
Marshall & Sterling Wealth Advisors
New York
ABWM
2518
Alpine Bank Wealth Management
Colorado
TCA
2519
Trifecta Capital Advisors
Illinois
HHGA
2520
Halbert Hargrove Global Advisors
California
HFS
2521
Hopwood Financial Services
Virginia
APM
2522
Advanced Portfolio Management
New York
SFCL
2523
Strengthening Families & Communities LLC
Massachusetts
CCC
2524
Chelsea Counsel Company
California
RPA
2525
Redwood Park Advisors
California