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Citigroup
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Overview Fund Activity

1,991 hedge funds and large institutions have $105B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 828 increasing their positions, 710 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,991
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
27.04%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
208
Increased
828
Reduced
710
Closed
142
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$445M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Bank of America
Bank of America
North Carolina
+$887M
3
Amundi
Amundi
France
+$380M
4
Capital International Investors
Capital International Investors
California
+$282M
5
Wells Fargo
Wells Fargo
California
+$188M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.03B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$442M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$378M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$169M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
676
CIBC Private Wealth Group
Georgia
$3.06M +$178K +3,027 +6%
AG
677
Ascent Group
Virginia
$3.06M +$467K +6,580 +18%
HFS
678
Hantz Financial Services
Michigan
$3.06M -$29.5K -416 -1%
BFIC
679
Bedell Frazier Investment Counselling
California
$3.04M +$3.04M +42,881 New
HF
680
HRT Financial
New York
$3.04M -$13.4M -188,304 -81%
LWM
681
Lyell Wealth Management
California
$3.04M +$3.04M +42,767 New
IIM
682
Ironwood Investment Management
Massachusetts
$3M – – –
AIS
683
AM Investment Strategies
Tennessee
$3M +$161K +2,261 +6%
KPWS
684
Kestra Private Wealth Services
Texas
$2.99M +$33.4K +470 +1%
GVAG
685
Great Valley Advisor Group
Delaware
$2.95M +$509K +7,165 +21%
CCM
686
CAAS Capital Management
New York
$2.94M +$2.94M +41,425 New
Eagle Capital Management (New York)
687
Eagle Capital Management (New York)
New York
$2.94M +$23.3K +328 +0.8%
IAS
688
IMA Advisory Services
Colorado
$2.94M -$71.7K -1,010 -2%
NIP
689
Nicholas Investment Partners
California
$2.91M +$71K +1,000 +3%
CAAS
690
Capital Asset Advisory Services
Michigan
$2.9M -$477K -6,653 -14%
MAS
691
Meeder Advisory Services
Ohio
$2.89M +$181K +2,546 +7%
CRM
692
Cramer Rosenthal McGlynn
Connecticut
$2.89M -$11.8K -166 -0.4%
TPCW
693
TD Private Client Wealth
New York
$2.89M +$133K +1,868 +5%
CWM
694
Cordatus Wealth Management
Pennsylvania
$2.86M -$4.97K -70 -0.2%
MWM
695
MFG Wealth Management
Indiana
$2.85M -$507K -7,142 -15%
TF
696
Trek Financial
Arizona
$2.85M +$2.85M +40,085 New
CCM
697
Cobalt Capital Management
New Jersey
$2.84M -$10.2M -143,000 -78%
GIC
698
Generali Investments CEE
Czech Republic
$2.84M -$355K -5,000 -11%
CCM
699
Collar Capital Management
Wisconsin
$2.82M +$11.9K +167 +0.4%
SW
700
Solidarity Wealth
Utah
$2.82M +$85K +1,198 +3%
26 27
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