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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 %
PP
1251
PDS Planning
Ohio
$601K +$19.4K +228 +3%
SB
1252
Simmons Bank
Arkansas
$601K -$49.7K -584 -8%
CL
1253
COWA LLC
Oklahoma
$597K +$12.3K +144 +2%
TA
1254
TrueWealth Advisors
Alabama
$596K +$44.3K +520 +8%
MWS
1255
MFA Wealth Services
California
$595K +$20.8K +244 +4%
MWM
1256
Modera Wealth Management
New Jersey
$591K +$936 +11 +0.2%
AWM
1257
Aviso Wealth Management
Washington
$589K +$87.4K +1,027 +17%
WMA
1258
Wealth Management Associates
New Jersey
$588K -$4.09K -48 -0.7%
UIM
1259
Unified Investment Management
Georgia
$587K +$14.8K +174 +3%
EWA
1260
Exencial Wealth Advisors
Oklahoma
$587K -$12.8K -150 -2%
NSAM
1261
North Star Asset Management
Wisconsin
$587K +$175K +2,061 +43%
NLP
1262
Next Level Private
New York
$584K +$766 +9 +0.1%
BHBT
1263
Burke & Herbert Bank & Trust
Virginia
$582K – – –
FLI
1264
Family Legacy Inc
South Carolina
$582K -$14.9K -175 -2%
BWM
1265
Bulltick Wealth Management
Florida
$577K +$577K +6,780 New
BTD
1266
BankPlus Trust Department
Mississippi
$577K +$501K +5,881 +657%
BRIA
1267
Balanced Rock Investment Advisors
Massachusetts
$576K -$8.77K -103 -1%
MSA
1268
Marino Stram & Associates
Massachusetts
$575K +$11.7K +138 +2%
TC
1269
TFR Capital
Texas
$574K -$29.3K -344 -5%
TSS
1270
Two Sigma Securities
New York
$572K +$572K +6,718 New
CS
1271
Capital Square
Tennessee
$572K -$76.3K -880 -12%
FA
1272
Fiducient Advisors
Illinois
$570K -$23.9K -281 -4%
PJWM
1273
Philip James Wealth Mangement
Georgia
$568K -$294K -3,456 -34%
PA
1274
Procyon Advisors
Connecticut
$566K -$470K -5,522 -45%
TI
1275
TTP Investments
California
$565K +$12.3K +144 +2%
49 50
51
52 53