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Citigroup

2,024 hedge funds and large institutions have $108B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 845 increasing their positions, 723 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 144

17% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 723

7% more capital invested

Capital invested by funds: $100B → $108B (+$7.45B)

6% more funds holding in top 10

Funds holding in top 10: 6468 (+4)

1.66% more ownership

Funds ownership: 75.23%76.88% (+1.7%)

2% more funds holding

Funds holding: 1,9932,024 (+31)

22% less call options, than puts

Call options by funds: $5.11B | Put options by funds: $6.58B

Holders
2,024
Holders Change
+31
Holders Change %
+1.56%
% of All Funds
27.14%
Holding in Top 10
68
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
207
Increased
845
Reduced
723
Closed
144
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$1.88M +$642K +8,424 +97%
TAM
827
Trust Asset Management
Texas
$1.87M -$70.9K -930 -3%
SGCA
828
Steel Grove Capital Advisors
Tennessee
$1.86M -$129K -1,693 -6%
SACTSONJ
829
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.85M
PCM
830
Princeton Capital Management
New Jersey
$1.85M +$1.99M +26,053 New
LCGC
831
Legacy Capital Group California
California
$1.83M +$779K +10,213 +66%
BP
832
Ballentine Partners
Massachusetts
$1.82M +$183K +2,403 +10%
VIM
833
VELA Investment Management
Ohio
$1.82M -$62.1K -815 -3%
MWM
834
Meridian Wealth Management
Kentucky
$1.81M -$16.6K -218 -0.8%
SWP
835
Stratos Wealth Partners
Ohio
$1.78M -$767K -10,059 -29%
GIM
836
Gold Investment Management
Alberta, Canada
$1.78M +$7.4K +97 +0.4%
CWA
837
Consilium Wealth Advisory
Texas
$1.78M -$52.9K -694 -3%
MP
838
McDonald Partners
Ohio
$1.78M
IWM
839
IHT Wealth Management
Illinois
$1.77M +$1.11M +14,538 +141%
LIM
840
Longfellow Investment Management
Massachusetts
$1.75M +$247K +3,243 +15%
AIIMS
841
Analyst IMS Investment Management Services
Israel
$1.75M
BAAM
842
Baker Avenue Asset Management
California
$1.72M +$262K +3,440 +17%
ACM
843
Aljian Capital Management
Nevada
$1.72M -$4.35K -57 -0.2%
Jennison Associates
844
Jennison Associates
New York
$1.72M +$16.7K +219 +0.9%
MFG
845
MidWestOne Financial Group
Iowa
$1.71M +$1.14M +14,954 +163%
PI
846
PFG Investments
New York
$1.71M -$110K -1,449 -6%
S
847
SignatureFD
Georgia
$1.69M -$125K -1,644 -6%
SIA
848
Schechter Investment Advisors
Michigan
$1.68M +$17.8K +233 +1%
VI
849
Versor Investments
New York
$1.67M -$76.3K -1,000 -4%
KAS
850
KPP Advisory Services
Kentucky
$1.66M +$1.79M +23,415 New

C Hedge Fund Activity: Q1 2025 in Review

2,024 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2025, worth a combined $108B — up 7.4% from $100B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new C positions and 144 closed out — a net gain of 63 holders — while 845 added to existing stakes and 723 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.19B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.03B sold.

  • 2,024 institutional investors held Citigroup (C) as of Q1 2025, up from 1,993 in Q4 2024.
  • Funds reported $108B of Citigroup stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 207 funds opened new Citigroup positions in Q1 2025 and 144 closed out, a net change of +63 holders.
  • The largest Citigroup buyer in Q1 2025 was Capital World Investors, an estimated $1.19B added.
  • The largest Citigroup seller in Q1 2025 was Berkshire Hathaway, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2025.