C icon

Citigroup
C

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 %
SFP
1276
Shepherd Financial Partners
Massachusetts
$564K -$2.81K -33 -0.5%
SYBT
1277
Stock Yards Bank & Trust
Kentucky
$563K +$29.6K +348 +6%
MIM
1278
Morningstar Investment Management
Illinois
$562K +$562K +6,608 New
WCM
1279
Washington Capital Management
Washington
$562K – – –
AWM
1280
AllSquare Wealth Management
New York
$562K +$294K +3,450 +110%
FIA
1281
FNY Investment Advisers
New York
$560K -$530K -6,226 -49%
CIAS
1282
Capital Investment Advisory Services
North Carolina
$559K +$40.4K +475 +8%
AWE
1283
Avidian Wealth Enterprises
Texas
$557K -$73.6K -865 -12%
TSMHT
1284
Thurston Springer Miller Herd & Titak
Indiana
$554K +$47K +552 +9%
SRL
1285
Scientech Research LLC
New Jersey
$552K +$552K +6,483 New
GM
1286
GeoWealth Management
Illinois
$548K -$159K -1,870 -23%
PA
1287
Prossimo Advisors
California
$546K -$20.6K -242 -4%
AG
1288
AlTi Global
New York
$545K +$44.2K +518 +9%
EWM
1289
Elmwood Wealth Management
California
$545K – – –
TAM
1290
Titleist Asset Management
Texas
$544K +$8.77K +103 +2%
PPW
1291
Parcion Private Wealth
Washington
$543K -$108K -1,273 -17%
HBT
1292
Heartland Bank & Trust
Illinois
$542K -$16K -188 -3%
BF
1293
BOK Financial
Oklahoma
$541K +$14.5K +170 +3%
CAC
1294
Certified Advisory Corp
Florida
$539K +$766 +9 +0.1%
LWANC
1295
Laurel Wealth Advisors (North Carolina)
North Carolina
$539K +$533K +45,290 +8,403%
CA
1296
Continuum Advisory
Idaho
$538K +$21.5K +253 +4%
FLPIM
1297
F.L. Putnam Investment Management
Massachusetts
$536K +$91.6K +1,076 +21%
IVP
1298
Intrinsic Value Partners
Arizona
$534K -$53.7K -631 -9%
NFA
1299
Northern Financial Advisors
Michigan
$532K +$16.1K +189 +3%
LJAC
1300
L.J. Altfest & Co
New York
$530K +$5.7K +67 +1%
50 51
52
53 54