We are live on ! Find out more
C icon

Citigroup
C

2,214 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 789 increasing their positions, 857 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 93

15% more capital invested

Capital invested by funds: $122B → $140B (+$18B)

11% more funds holding in top 10

Funds holding in top 10: 87 → 97 (+10)

7% more funds holding

Funds holding: 2,060 → 2,214 (+154)

8% less repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 857

1.77% less ownership

Funds ownership: 76.69% → 74.92% (-1.8%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,214
Holders Change
+154
Holders Change %
+7.48%
% of All Funds
29.06%
Holding in Top 10
97
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.49%
% of All Funds
1.27%
New
279
Increased
789
Reduced
857
Closed
93
Calls
$6.29B
Puts
$8.9B
Net Calls
-$2.61B
Net Calls Change
-$2.17B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$735M
2
DZ Bank
DZ Bank
Germany
+$658M
3
JP Morgan Chase
JP Morgan Chase
New York
+$569M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$400M
5
Capital World Investors
Capital World Investors
California
+$272M

Top Sellers

1
GA
Greenhaven Associates
New York
-$1.53B
2
Sanders Capital
Sanders Capital
Florida
-$1.03B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
976
Essex Financial Services
Connecticut
$1.75M +$8.26K +87 +0.5%
PWMAG
977
Pinnacle Wealth Management Advisory Group
New Jersey
$1.75M +$57.8K +609 +4%
MA
978
Mutual Advisors
Nebraska
$1.74M -$40.7K -429 -2%
SMA
979
Sage Mountain Advisors
Georgia
$1.74M +$432K +4,550 +36%
RRA
980
Round Rock Advisors
Connecticut
$1.73M +$9.77K +103 +0.6%
WAS
981
WESPAC Advisors SoCal
California
$1.73M +$22.1K +233 +1%
WIS
982
Wright Investors Service
Connecticut
$1.73M -$139K -1,462 -8%
DWM
983
Dakota Wealth Management
Florida
$1.73M -$166K -1,747 -9%
GITFIT
984
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.73M -$190K -2,000 -11%
GSEP
985
Golden State Equity Partners
California
$1.72M -$443K -4,664 -22%
WAM
986
Worth Asset Management
Texas
$1.71M +$1.6M +16,816 New
CW
987
CreativeOne Wealth
Kansas
$1.7M -$81.6K -860 -5%
EGA
988
Eagle Global Advisors
Texas
$1.69M – – –
TFS
989
Thoroughbred Financial Services
Tennessee
$1.69M +$163K +1,719 +12%
AC
990
Arjuna Capital
North Carolina
$1.68M +$10.6K +112 +0.7%
MHC
991
Meyer Handelman Company
New York
$1.68M -$47.4K -500 -3%
AWM
992
Accurate Wealth Management
Florida
$1.68M -$422K -4,447 -21%
MWM
993
Melfa Wealth Management
Massachusetts
$1.67M – – –
WE
994
Wealth Effects
Massachusetts
$1.67M +$285 +3 +0%
MAMU
995
Myriad Asset Management US
Florida
$1.66M +$1.56M +16,394 New
SPC
996
Spirepoint Private Client
Florida
$1.65M +$1.54M +16,231 New
VWM
997
Venturi Wealth Management
Texas
$1.65M +$77.8K +820 +5%
CNBTD
998
Citizens National Bank Trust Department
Mississippi
$1.64M -$159K -1,677 -9%
AC
999
Avestar Capital
New York
$1.64M +$87.8K +925 +6%
MWPCG
1000
Measured Wealth Private Client Group
New Hampshire
$1.63M -$203K -2,136 -12%
38 39
40
41 42

C Hedge Fund Activity: Q3 2025 in Review

2,214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2025, worth a combined $140B — up 15% from $122B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new C positions and 93 closed out — a net gain of 186 holders — while 789 added to existing stakes and 857 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $735M. The largest seller was Greenhaven Associates, cutting an estimated $1.53B.

  • 2,214 institutional investors held Citigroup (C) as of Q3 2025, up from 2,060 in Q2 2025.
  • Funds reported $140B of Citigroup stock for Q3 2025, up 15% quarter-over-quarter.
  • 279 funds opened new Citigroup positions in Q3 2025 and 93 closed out, a net change of +186 holders.
  • The largest Citigroup buyer in Q3 2025 was Fidelity Investments, an estimated $735M added.
  • The largest Citigroup seller in Q3 2025 was Greenhaven Associates, an estimated $1.53B sold.

Based on aggregated 13F filings for Q3 2025.