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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 %
CIA
701
Concurrent Investment Advisors
Florida
$2.82M +$1.57M +22,182 +127%
SCI
702
S&CO Inc
Massachusetts
$2.81M – – –
CANC
703
Culbertson A N & Co
Virginia
$2.8M +$33K +465 +1%
AF
704
Allworth Financial
California
$2.8M -$159K -2,331 -5%
ET
705
Equitable Trust
Tennessee
$2.75M +$487K +6,862 +22%
CastleKeep Investment Advisors
706
CastleKeep Investment Advisors
Connecticut
$2.74M +$1.07M +15,020 +64%
WT
707
Whittier Trust
California
$2.72M -$208K -2,925 -7%
BWAM
708
Boyd Watterson Asset Management
Ohio
$2.71M +$512K +7,218 +23%
MYLI
709
Meiji Yasuda Life Insurance
Japan
$2.69M -$93.8K -1,321 -3%
DA
710
DCF Advisers
Connecticut
$2.66M -$532K -7,500 -17%
UCFA
711
United Capital Financial Advisors
Texas
$2.66M +$311K +4,386 +13%
WAS
712
Winch Advisory Services
Wisconsin
$2.64M -$8.87K -125 -0.3%
MSA
713
MUFG Securities Americas
New York
$2.63M +$407K +5,730 +18%
CFD
714
Creative Financial Designs
Indiana
$2.63M -$167K -2,356 -6%
NRD
715
Nebula Research & Development
New York
$2.62M +$1.17M +16,487 +81%
WAM
716
WFA Asset Management
Wisconsin
$2.61M +$321K +5,075 +14%
RSWM
717
Robertson Stephens Wealth Management
California
$2.6M -$168K -2,369 -6%
4WM
718
44 Wealth Management
Oregon
$2.6M -$17.6K -248 -0.7%
SIA
719
Schear Investment Advisers
Ohio
$2.59M +$202K +2,839 +8%
TAP
720
Tounjian Advisory Partners
Florida
$2.59M +$2.59M +36,414 New
NW
721
Naviter Wealth
Arkansas
$2.58M +$40.1K +570 +2%
CFG
722
Cooper Financial Group
California
$2.58M +$135K +1,904 +6%
FCH
723
Freestone Capital Holdings
Washington
$2.56M +$44.1K +621 +2%
PWCM
724
Processus Wealth & Capital Management
Tennessee
$2.55M +$34.4K +484 +1%
HI
725
Horizon Investments
North Carolina
$2.53M +$70.6K +1,002 +3%
27 28
29
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