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Citigroup

1,993 hedge funds and large institutions have $100B invested in Citigroup in 2024 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 776 increasing their positions, 660 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 325 | Existing positions closed: 91

39% more funds holding in top 10

Funds holding in top 10: 4664 (+18)

18% more repeat investments, than reductions

Existing positions increased: 776 | Existing positions reduced: 660

14% more capital invested

Capital invested by funds: $87.9B → $100B (+$12.2B)

11% more funds holding

Funds holding: 1,7901,993 (+203)

1.7% more ownership

Funds ownership: 73.52%75.23% (+1.7%)

22% less call options, than puts

Call options by funds: $6.71B | Put options by funds: $8.62B

Holders
1,993
Holders Change
+203
Holders Change %
+11.34%
% of All Funds
26.25%
Holding in Top 10
64
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+39.13%
% of All Funds
0.84%
New
325
Increased
776
Reduced
660
Closed
91
Calls
$6.71B
Puts
$8.62B
Net Calls
-$1.91B
Net Calls Change
-$905M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1426
Calton & Associates
Florida
$327K -$9.91K -147 -3%
BFAG
1427
Blackston Financial Advisory Group
Florida
$326K +$11.2K +166 +4%
BFG
1428
Birch Financial Group
New Hampshire
$325K +$311K +4,616 New
SW
1429
SlateStone Wealth
Florida
$324K +$46.8K +695 +18%
EFM
1430
E Fund Management
China
$323K +$309K +4,586 New
AWM
1431
Accel Wealth Management
Iowa
$322K -$5.32K -79 -2%
JWA
1432
JFS Wealth Advisors
Pennsylvania
$321K +$33.8K +502 +12%
TWP
1433
Tyche Wealth Partners
Texas
$321K -$351K -5,207 -53%
SIM
1434
Seaview Investment Managers
Florida
$320K
AA
1435
Advisory Alpha
Michigan
$320K -$30.9K -459 -9%
MCM
1436
Monument Capital Management
Virginia
$319K +$67.8K +1,006 +29%
CCG
1437
Catalina Capital Group
California
$318K +$36.3K +538 +14%
GI
1438
GS Investments
Minnesota
$317K
ORC
1439
O'Rourke & Company
Massachusetts
$316K +$472 +7 +0.2%
TSMHT
1440
Thurston Springer Miller Herd & Titak
Indiana
$315K +$180K +2,676 +149%
WMP
1441
Wealth Management Partners
Arizona
$315K -$166K -2,465 -36%
WA
1442
Wealthstream Advisors
New York
$315K +$301K +4,469 New
TFO
1443
Tarbox Family Office
California
$314K +$2.22K +33 +0.7%
WB
1444
WesBanco Bank
West Virginia
$314K -$58.3K -865 -16%
KMWM
1445
Keudell/Morrison Wealth Management
Oregon
$314K +$14.1K +209 +5%
PWM
1446
Paulson Wealth Management
Illinois
$314K -$29.3K -435 -9%
TWM
1447
Trueblood Wealth Management
Ohio
$313K -$607 -9 -0.2%
BTWM
1448
Brass Tax Wealth Management
Ohio
$313K -$26K -386 -8%
CC
1449
Chicago Capital
Illinois
$312K +$30.3K +450 +11%
OFS
1450
OneAscent Financial Services
Alabama
$312K +$26.6K +395 +10%

C Hedge Fund Activity: Q4 2024 in Review

1,993 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2024, worth a combined $100B — up 14% from $87.9B a quarter earlier.

Buyers outnumbered sellers: 325 funds opened new C positions and 91 closed out — a net gain of 234 holders — while 776 added to existing stakes and 660 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.73B. The largest seller was Berkshire Hathaway, cutting an estimated $2.74B.

  • 1,993 institutional investors held Citigroup (C) as of Q4 2024, up from 1,790 in Q3 2024.
  • Funds reported $100B of Citigroup stock for Q4 2024, up 14% quarter-over-quarter.
  • 325 funds opened new Citigroup positions in Q4 2024 and 91 closed out, a net change of +234 holders.
  • The largest Citigroup buyer in Q4 2024 was Capital World Investors, an estimated $1.73B added.
  • The largest Citigroup seller in Q4 2024 was Berkshire Hathaway, an estimated $2.74B sold.

Based on aggregated 13F filings for Q4 2024.