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Citigroup

2,423 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 906 increasing their positions, 864 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.55% more ownership

Funds ownership: 74.8%77.34% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 864

25% less call options, than puts

Call options by funds: $7.28B | Put options by funds: $9.76B

Holders
2,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.28B
Puts
$9.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1101
Concord Wealth Partners
Virginia
$1.48M
FRA
1102
Frank Rimerman Advisors
California
$1.48M
FFM
1103
Fisher Funds Management
New Zealand
$1.48M
SW
1104
SVB Wealth
Massachusetts
$1.47M
SIG
1105
Sargent Investment Group
Maryland
$1.46M
BCM
1106
Birmingham Capital Management
Alabama
$1.46M
JSSH
1107
J. Safra Sarasin Holding
$1.46M
OAM
1108
Ostrum Asset Management
France
$1.46M
OL
1109
Optas LLC
Texas
$1.46M
SAM
1110
Seelaus Asset Management
New Jersey
$1.46M
CRC
1111
Curi RMB Capital
Illinois
$1.45M
WW
1112
Waterfront Wealth
Kansas
$1.44M
SFS
1113
Sowell Financial Services
Arkansas
$1.44M
PCS
1114
Personal CFO Solutions
New Jersey
$1.44M
CAMV
1115
Concord Asset Management (Virginia)
Virginia
$1.44M
PWA
1116
Pitcairn Wealth Advisors
Pennsylvania
$1.43M
FCP
1117
Fidelis Capital Partners
Florida
$1.43M
SCP
1118
Sivia Capital Partners
California
$1.43M
CF
1119
Centaurus Financial
California
$1.42M
SAG
1120
SageView Advisory Group
California
$1.42M
TIM
1121
Tevis Investment Management
Texas
$1.42M
CWM
1122
Calamos Wealth Management
Illinois
$1.42M
SIC
1123
Sterling Investment Counsel
New York
$1.41M
LIM
1124
Longfellow Investment Management
Massachusetts
$1.41M
RWB
1125
RMR Wealth Builders
New Jersey
$1.41M