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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 %
MWM
1426
Mission Wealth Management
California
$344K -$39.5K -556 -10%
PSP
1427
Principal Street Partners
Tennessee
$344K +$5.61K +79 +2%
NSAM
1428
North Star Asset Management
Wisconsin
$343K +$80.5K +1,134 +31%
RIA
1429
Richwood Investment Advisors
Ohio
$342K +$41.5K +585 +14%
FZCM
1430
Flynn Zito Capital Management
New York
$341K -$14.6K -205 -4%
RIA
1431
Realta Investment Advisors
Delaware
$340K -$44.9K -632 -12%
SFG
1432
SevenBridge Financial Group
Pennsylvania
$340K -$126K -1,681 -27%
PA
1433
PSI Advisors
Florida
$339K -$946K -13,327 -74%
ONST
1434
Old North State Trust
North Carolina
$337K
SAMT
1435
Select Asset Management & Trust
Pennsylvania
$337K +$337K +4,754 New
AWM
1436
Avaii Wealth Management
Wisconsin
$337K +$37.6K +529 +13%
PWM
1437
Pines Wealth Management
North Carolina
$334K -$6.41K -109 -2%
GWANC
1438
Guardian Wealth Advisors (North Carolina)
North Carolina
$333K +$71.8K +1,012 +28%
CWM
1439
Chemistry Wealth Management
New York
$330K +$426 +6 +0.1%
PCM
1440
Pointe Capital Management
Michigan
$328K -$28.4K -400 -8%
TGAM
1441
TBH Global Asset Management
Tennessee
$327K +$26.2K +369 +9%
GI
1442
Gradient Investments
Minnesota
$327K -$65.7K -926 -17%
AF
1443
Alerus Financial
North Dakota
$327K -$41.3K -582 -11%
EWM
1444
EPG Wealth Management
Georgia
$326K -$13.1K -185 -4%
MPM
1445
MBB Public Markets
Illinois
$324K +$324K +4,558 New
BCA
1446
Bay Capital Advisors
Virginia
$323K -$9.23K -130 -3%
GA
1447
Goldstein Advisors
Wisconsin
$323K +$323K +4,553 New
TL
1448
Tradewinds LLC
North Carolina
$322K +$994 +14 +0.3%
OL
1449
Optas LLC
Texas
$322K +$17.4K +245 +6%
BCA
1450
Bay Colony Advisors
Massachusetts
$321K +$32.1K +456 +11%