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Citigroup

1,991 hedge funds and large institutions have $105B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 828 increasing their positions, 710 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,991
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
27.04%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
208
Increased
828
Reduced
710
Closed
142
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Shares
Change %
RZH
1351
Relyea Zuckerberg Hanson
Connecticut
$411K +$12.5K +176 +3%
WAM
1352
Worth Asset Management
Texas
$408K +$408K +5,754 New
GWS
1353
Greykasell Wealth Strategies
California
$407K +$71 +1 +0%
MSR
1354
Main Street Research
Connecticut
$407K
IA
1355
IFG Advisors
Missouri
$406K
CPA
1356
Capital Performance Advisors
California
$405K +$405K +5,705 New
PIA
1357
Perennial Investment Advisors
California
$404K +$2.27K +32 +0.6%
KIM
1358
Kestra Investment Management
Texas
$403K +$222K +3,125 +122%
GCM
1359
Gables Capital Management
Florida
$403K
PWM
1360
Palacios Wealth Management
Florida
$403K -$10.3K -145 -2%
NCM
1361
Novare Capital Management
North Carolina
$401K +$401K +5,651 New
VAG
1362
VisionPoint Advisory Group
Texas
$396K +$34.3K +483 +9%
AWA
1363
Alta Wealth Advisors
Massachusetts
$396K +$396K +5,581 New
SIC
1364
SJS Investment Consulting
Ohio
$395K +$2.7K +38 +0.7%
BCM
1365
Becker Capital Management
Oregon
$395K -$23.1K -325 -6%
EFG
1366
Ethos Financial Group
Pennsylvania
$393K +$5.35K +76 +1%
QC
1367
Quent Capital
New York
$393K -$11.4K -161 -3%
PWPS
1368
Pinnacle Wealth Planning Services
Ohio
$393K +$30.1K +424 +8%
LBC
1369
Leigh Baldwin & Co
New York
$392K +$6.04K +85 +2%
JIC
1370
Joel Isaacson & Co
New York
$392K +$136K +1,912 +53%
TFCP
1371
Twin Focus Capital Partners
Massachusetts
$391K
VCM
1372
Versant Capital Management
Arizona
$389K +$223K +3,144 +134%
MW
1373
Marcum Wealth
Ohio
$389K +$28.6K +403 +8%
GIA
1374
Gateway Investment Advisers
Ohio
$388K -$20.2K -284 -5%
SWM
1375
Silverlake Wealth Management
Vermont
$388K -$117K -1,654 -23%