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Citigroup
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Overview Fund Activity

2,020 hedge funds and large institutions have $121B invested in Citigroup in 2025 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 847 increasing their positions, 740 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
+29
Holders Change %
+1.46%
% of All Funds
27.07%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.13%
New
197
Increased
847
Reduced
740
Closed
127
Calls
$7.24B
Puts
$7.68B
Net Calls
-$442M
Net Calls Change
+$1.03B

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$457M
2
NL
Nuveen LLC
North Carolina
+$452M
3
CHP
Castle Hook Partners
New York
+$204M
4
Swedbank
Swedbank
Sweden
+$120M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$119M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$604M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$438M
3
Barclays
Barclays
United Kingdom
-$229M
4
Capital World Investors
Capital World Investors
California
-$216M
5
RL
Ruffer LLP
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1051
Diversify Wealth Management
Utah
$1.03M -$86.5K -903 -8%
AGWCA
1052
Annis Gardner Whiting Capital Advisors
Florida
$1.02M +$15.4K +181 +2%
MIFH
1053
Migdal Insurance & Financial Holdings
Israel
$1.02M -$95K -1,123 -8%
EWA
1054
EverSource Wealth Advisors
Alabama
$1.02M +$274K +3,218 +37%
BOTPPF
1055
Board of the Pension Protection Fund
United Kingdom
$1.02M +$1.02M +12,000 New
TCM
1056
Traub Capital Management
Massachusetts
$1.02M +$1.02M +11,970 New
FCBT
1057
First Citizens Bank & Trust
North Carolina
$1.02M +$491K +5,774 +93%
WWM
1058
Western Wealth Management
Colorado
$1.02M +$129K +1,512 +14%
FCP
1059
Fidelis Capital Partners
Florida
$1.02M +$207K +2,239 +25%
SCM
1060
Schnieders Capital Management
California
$1.02M -$256K -3,012 -20%
NA
1061
Navellier & Associates
Nevada
$1.01M – – –
GWM
1062
Geneos Wealth Management
Colorado
$1.01M -$441K -5,180 -30%
DWP
1063
Daymark Wealth Partners
Ohio
$1.01M +$89.7K +1,054 +10%
PCS
1064
Personal CFO Solutions
New Jersey
$1.01M +$59.9K +704 +6%
JSW
1065
Journey Strategic Wealth
New Jersey
$1M +$371K +4,364 +59%
CK
1066
Cohen Klingenstein
New York
$1M – – –
SFS
1067
Sowell Financial Services
Arkansas
$999K -$134K -1,580 -12%
TCWA
1068
Turtle Creek Wealth Advisors
Texas
$999K +$134K +1,572 +15%
RWB
1069
RMR Wealth Builders
New Jersey
$995K +$41.3K +485 +4%
FB
1070
Fulton Bank
Pennsylvania
$995K +$16.1K +189 +2%
SWM
1071
SeaCrest Wealth Management
New York
$995K -$74.4K -874 -7%
TPWM
1072
Twelve Points Wealth Management
Massachusetts
$993K -$26.6K -312 -3%
EC
1073
EJF Capital
Virginia
$993K -$1.33M -15,672 -57%
WC
1074
Waterloo Capital
Texas
$982K +$620K +7,288 +172%
CIM
1075
CIM Investment Management
Pennsylvania
$981K +$489K +6,296 +100%
41 42
43
44 45