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Citigroup

2,205 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 783 increasing their positions, 856 reducing their positions, and 92 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 856

1.78% less ownership

Funds ownership: 76.58%74.81% (-1.8%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.29B
Puts
$8.9B
Net Calls
Net Calls Change

Top Sellers

1 -$1.53B
2 -$1.03B
3 -$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
1M
1301
1248 Management
Missouri
$708K
WMA
1302
Wealth Management Associates
New Jersey
$705K
NSAM
1303
North Star Asset Management
Wisconsin
$700K
MSFS
1304
Main Street Financial Solutions
Pennsylvania
$698K
CT
1305
Colonial Trust
South Carolina
$698K
ALAM
1306
Asahi Life Asset Management
Japan
$698K
HBT
1307
Hills Bank & Trust
Iowa
$694K
BHBT
1308
Burke & Herbert Bank & Trust
Virginia
$694K
AFAS
1309
Acorn Financial Advisory Services
Virginia
$692K
AWM
1310
AllSquare Wealth Management
New York
$690K
TI
1311
TTP Investments
California
$690K
TA
1312
TrueWealth Advisors
Alabama
$689K
FLI
1313
Family Legacy Inc
South Carolina
$688K
MBT
1314
Montecito Bank & Trust
California
$688K
EWM
1315
Elmwood Wealth Management
California
$686K
MSA
1316
Marino Stram & Associates
Massachusetts
$686K
DMBA
1317
Deseret Mutual Benefit Administrators
Utah
$685K
MWM
1318
Modera Wealth Management
New Jersey
$681K
FA
1319
Fiducient Advisors
Illinois
$680K
MVA
1320
Mount Vernon Associates
Maryland
$677K
NLP
1321
Next Level Private
New York
$675K
TC
1322
TFR Capital
Texas
$674K
SFP
1323
Shepherd Financial Partners
Massachusetts
$674K
CS
1324
Capital Square
Tennessee
$669K
LWCFA
1325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K