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Citigroup

2,024 hedge funds and large institutions have $108B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 845 increasing their positions, 723 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 144

17% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 723

7% more capital invested

Capital invested by funds: $100B → $108B (+$7.45B)

6% more funds holding in top 10

Funds holding in top 10: 6468 (+4)

1.66% more ownership

Funds ownership: 75.23%76.88% (+1.7%)

2% more funds holding

Funds holding: 1,9932,024 (+31)

22% less call options, than puts

Call options by funds: $5.11B | Put options by funds: $6.58B

Holders
2,024
Holders Change
+31
Holders Change %
+1.56%
% of All Funds
27.14%
Holding in Top 10
68
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
207
Increased
845
Reduced
723
Closed
144
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
API
1226
Asset Planning Inc
California
$573K +$615K +8,070 New
IF
1227
Intrua Financial
Texas
$573K -$727K -9,534 -54%
DMBA
1228
Deseret Mutual Benefit Administrators
Utah
$573K -$59.6K -781 -9%
FA
1229
Fortis Advisors
Pennsylvania
$571K +$41.8K +548 +7%
HI
1230
Humankind Investments
New York
$570K -$92.3K -1,210 -13%
SWM
1231
Spire Wealth Management
Virginia
$570K -$225K -2,953 -27%
AIA
1232
Affinity Investment Advisors
California
$569K -$172K -2,255 -22%
CIA
1233
Choate Investment Advisors
Massachusetts
$567K
SIG
1234
Sargent Investment Group
Maryland
$566K +$39.9K +523 +7%
CPC
1235
Congress Park Capital
New York
$562K +$125K +1,642 +26%
BWP
1236
BSW Wealth Partners
Colorado
$559K -$5.18K -68 -0.9%
AIC
1237
Archer Investment Corporation
Indiana
$556K +$557K +7,301 +1,375%
GS
1238
GWN Securities
Florida
$555K +$572K +7,504 New
UAML
1239
US Asset Management LLC
Pennsylvania
$555K -$2.52K -33 -0.4%
AFAS
1240
Acorn Financial Advisory Services
Virginia
$554K -$37.8K -496 -6%
LAM
1241
L2 Asset Management
Massachusetts
$554K +$48.6K +638 +9%
GLA
1242
Good Life Advisors
Pennsylvania
$553K -$404K -5,299 -41%
CG
1243
CFO4Life Group
Texas
$549K -$153 -2 -0%
LWL
1244
Leo Wealth LLC
Texas
$549K -$173K -2,272 -23%
IAMOG
1245
Investors Asset Management of Georgia
Georgia
$548K -$1.91K -25 -0.3%
SSG
1246
Summit Securities Group
New York
$547K -$1.17M -15,400 -67%
SC
1247
SummitTX Capital
Texas
$545K +$586K +7,679 New
NL
1248
NWAM LLC
Washington
$545K +$119K +1,556 +25%
HPBT
1249
Hickory Point Bank & Trust
Illinois
$544K -$51.9K -681 -8%
BPW
1250
Bingham Private Wealth
California
$543K +$80.8K +1,059 +16%

C Hedge Fund Activity: Q1 2025 in Review

2,024 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2025, worth a combined $108B — up 7.4% from $100B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new C positions and 144 closed out — a net gain of 63 holders — while 845 added to existing stakes and 723 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.19B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.03B sold.

  • 2,024 institutional investors held Citigroup (C) as of Q1 2025, up from 1,993 in Q4 2024.
  • Funds reported $108B of Citigroup stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 207 funds opened new Citigroup positions in Q1 2025 and 144 closed out, a net change of +63 holders.
  • The largest Citigroup buyer in Q1 2025 was Capital World Investors, an estimated $1.19B added.
  • The largest Citigroup seller in Q1 2025 was Berkshire Hathaway, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2025.