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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 %
SWP
901
Sagespring Wealth Partners
Tennessee
$1.34M +$446K +6,282 +50%
OC
902
Oarsman Capital
Wisconsin
$1.34M +$28.3K +399 +2%
CPIG
903
Chicago Partners Investment Group
Illinois
$1.33M +$159K +2,259 +14%
PK
904
Pflug Koory
Nebraska
$1.33M – – –
RFM
905
Royal Fund Management
Florida
$1.33M +$23.1K +325 +2%
PFP
906
Pinnacle Financial Partners
Tennessee
$1.32M +$1.1M +15,436 +495%
AWC
907
Abundance Wealth Counselors
Pennsylvania
$1.32M +$6.6K +93 +0.5%
BAM
908
Boyar Asset Management
New York
$1.3M -$38.1K -537 -3%
EGA
909
E&G Advisors
Texas
$1.3M – – –
BCG
910
Breakwater Capital Group
New Jersey
$1.3M +$278K +3,911 +27%
RMC
911
Resources Management Corp
Connecticut
$1.29M – – –
B
912
Birchbrook
Maine
$1.28M -$65.1K -917 -5%
IA
913
IFP Advisors
Florida
$1.28M -$2.45M -34,542 -66%
PCG
914
Prosperity Consulting Group
Maryland
$1.27M +$13K +183 +1%
TCOT
915
Trust Company of Toledo
Ohio
$1.27M +$45.4K +640 +4%
TIAA Trust, National Association
916
TIAA Trust, National Association
North Carolina
$1.27M +$126K +1,775 +11%
SXL
917
Summit X LLC
Missouri
$1.27M -$30K -422 -2%
VVP
918
Venture Visionary Partners
Ohio
$1.26M -$4.76K -67 -0.4%
LA
919
LM Advisors
California
$1.26M +$74.8K +1,053 +6%
RMSCM
920
R.M. Sincerbeaux Capital Management
New York
$1.26M – – –
IFWM
921
Institute for Wealth Management
Colorado
$1.26M -$13.4K -189 -1%
MHC
922
Meyer Handelman Company
New York
$1.25M -$2M -28,150 -61%
CW
923
CreativeOne Wealth
Kansas
$1.25M +$120K +1,686 +11%
WAP
924
Wealthcare Advisory Partners
Pennsylvania
$1.25M -$143K -2,020 -10%
AC
925
Arjuna Capital
North Carolina
$1.25M +$1.25M +17,545 New
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37
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