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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 %
TSWM
1451
Tyler-Stone Wealth Management
Ohio
$321K +$321K +4,520 New
FHC
1452
First Heartland Consultants
Missouri
$320K +$320K +4,502 New
GI
1453
GS Investments
Minnesota
$319K
AAB
1454
ABN AMRO Bank
Netherlands
$319K -$23.1K -325 -7%
PP
1455
Pingora Partners
Wyoming
$319K -$21.3K -300 -6%
ORC
1456
O'Rourke & Company
Massachusetts
$319K +$355 +5 +0.1%
BIAS
1457
Beacon Investment Advisory Services
New Jersey
$319K +$35K +493 +12%
OR
1458
Olympiad Research
Connecticut
$317K +$317K +4,472 New
CWS
1459
Confluence Wealth Services
Pennsylvania
$315K -$19.4K -293 -6%
TFO
1460
Tarbox Family Office
California
$315K -$1.56K -22 -0.5%
AFT
1461
Alpha Family Trust
California
$314K +$94.4K +1,330 +43%
ML
1462
McAdam LLC
Pennsylvania
$314K +$51K +719 +19%
KTC
1463
Kentucky Trust Company
Kentucky
$314K
KMWM
1464
Keudell/Morrison Wealth Management
Oregon
$314K -$3.12K -44 -1%
BTWM
1465
Brass Tax Wealth Management
Ohio
$313K -$2.34K -33 -0.7%
TW
1466
TritonPoint Wealth
Maryland
$312K +$105K +1,483 +51%
NC
1467
Napatree Capital
Rhode Island
$312K +$42.4K +597 +16%
CHJWM
1468
Carlton Hofferkamp & Jenks Wealth Management
Texas
$311K
EWM
1469
Evercore Wealth Management
New York
$311K -$20.2K -285 -6%
VFA
1470
Voya Financial Advisors
Connecticut
$310K -$32.2K -458 -9%
BFA
1471
Beaumont Financial Advisors
Massachusetts
$310K +$42.4K +597 +16%
BTI
1472
Blue Trust Inc
Georgia
$308K +$22.7K +320 +8%
BWCS
1473
Beirne Wealth Consulting Services
Connecticut
$308K +$308K +4,339 New
PG
1474
Patten Group
Tennessee
$308K +$96.1K +1,353 +45%
EW
1475
Evoke Wealth
California
$307K +$79.2K +1,116 +35%