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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
PPW
1251
Parcion Private Wealth
Washington
$543K +$278K +3,648 +91%
SB
1252
Simmons Bank
Arkansas
$543K -$7.4K -97 -1%
OHWA
1253
Oak Hill Wealth Advisors
Virginia
$542K -$915 -12 -0.2%
QPWM
1254
Quadrant Private Wealth Management
Pennsylvania
$541K -$12K -157 -2%
PWM
1255
Proathlete Wealth Management
Florida
$539K +$19.1K +251 +3%
SVWAG
1256
Sound View Wealth Advisors Group
Georgia
$537K -$6.94K -91 -1%
FCCM
1257
First City Capital Management
Georgia
$537K +$1.22K +16 +0.2%
TWPM
1258
Total Wealth Planning & Management
Florida
$537K -$99.8K -1,309 -15%
DAM
1259
Delta Asset Management
Tennessee
$536K
KIA
1260
KCM Investment Advisors
California
$535K -$11.1K -145 -2%
RCAG
1261
Rehmann Capital Advisory Group
Michigan
$535K +$19.2K +252 +3%
ALAM
1262
Asahi Life Asset Management
Japan
$533K -$98.4K -1,290 -15%
CS
1263
Capital Square
Tennessee
$530K -$3.74K -49 -0.7%
JSW
1264
Journey Strategic Wealth
New Jersey
$528K +$30.3K +397 +6%
OC
1265
Opinicus Capital
Florida
$526K -$14.5K -190 -2%
AWM
1266
Aprio Wealth Management
Georgia
$526K +$189K +2,475 +50%
AWE
1267
Avidian Wealth Enterprises
Texas
$526K +$62.6K +821 +12%
DG
1268
DMC Group
Alabama
$522K -$590K -7,743 -51%
AC
1269
ASB Consultores
Florida
$520K +$124K +1,632 +29%
CFO
1270
CVA Family Office
Colorado
$520K -$5.11K -67 -0.9%
BWG
1271
Beta Wealth Group
California
$520K -$107K -1,401 -16%
WAG
1272
Wallace Advisory Group
California
$514K -$8.54K -112 -2%
MA
1273
MCF Advisors
Kentucky
$513K -$31K -407 -5%
BLC
1274
Brown, Lisle/Cummings
Rhode Island
$511K +$1.6K +21 +0.3%
IF
1275
Integrity Financial
Wyoming
$511K +$5.41K +71 +1%

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.