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Citigroup

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
Name Holding Trade Value Shares
Change
Shares
Change %
UB
1076
Umpqua Bank
Oregon
$799K -$56.9K -802 -7%
FFN
1077
Focus Financial Network
Minnesota
$797K +$42.9K +605 +6%
RWB
1078
RMR Wealth Builders
New Jersey
$795K -$16.1K -227 -2%
CLA
1079
Carnegie Lake Advisors
New Jersey
$793K +$99.1K +1,396 +14%
PCS
1080
Personal CFO Solutions
New Jersey
$789K -$52.8K -744 -6%
WWA
1081
WCG Wealth Advisors
Nevada
$786K -$36K -507 -4%
NEAM
1082
New England Asset Management
Connecticut
$782K -$3.23M -45,440 -80%
BAM
1083
Blueshift Asset Management
New Jersey
$777K +$777K +10,945 New
CFO
1084
Callan Family Office
Pennsylvania
$776K -$129K -1,816 -14%
CAM
1085
CenterStar Asset Management
Illinois
$772K +$772K +10,862 New
CAG
1086
Crestwood Advisors Group
Massachusetts
$768K +$95.5K +1,345 +14%
DWP
1087
Daymark Wealth Partners
Ohio
$765K +$557K +7,851 +268%
OAM
1088
Oxford Asset Management
United Kingdom
$764K +$764K +10,764 New
KF
1089
Krilogy Financial
Missouri
$764K +$764K +10,761 New
GG
1090
Gleason Group
Kentucky
$758K +$5.25K +74 +0.7%
JPWM
1091
Jamison Private Wealth Management
Georgia
$756K -$208K -2,932 -22%
GIM
1092
Guardian Investment Management
California
$755K -$161K -2,265 -18%
QWM
1093
Quadcap Wealth Management
Texas
$753K -$286K -4,024 -27%
SMA
1094
Sage Mountain Advisors
Georgia
$750K -$8.16K -115 -1%
WAS
1095
WESPAC Advisors SoCal
California
$747K +$747K +10,521 New
HCM
1096
Hollencrest Capital Management
California
$746K
LI
1097
LVZ Inc
Michigan
$745K +$48.6K +685 +7%
VCA
1098
Verdence Capital Advisors
Maryland
$743K -$40.7K -574 -5%
SC
1099
Syon Capital
California
$741K +$141K +1,984 +23%
WWM
1100
Western Wealth Management
Colorado
$741K +$81.2K +1,144 +12%