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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
NRS
1501
Neville Rodie & Shaw
New York
$274K +$263K +3,896 New
PCP
1502
Proficio Capital Partners
Massachusetts
$274K +$262K +3,891 New
KA
1503
Klingman & Associates
New York
$273K +$46.1K +684 +21%
EI
1504
Ellevest Inc
New York
$273K +$261K +3,877 New
PPA
1505
Pacific Point Advisors
California
$273K +$234K +3,475 New
BMC
1506
Beaton Management Company
Massachusetts
$272K -$1.75K -26 -0.7%
APP
1507
Avantax Planning Partners
Iowa
$271K +$4.52K +67 +2%
CM
1508
Castleark Management
Illinois
$271K
LAM
1509
Lifestyle Asset Management
Texas
$271K +$7.68K +114 +3%
SMA
1510
Seven Mile Advisory
New Jersey
$270K -$13.3K -197 -5%
LSPW
1511
Lake Street Private Wealth
Illinois
$269K -$3.23K -48 -1%
KFI
1512
Key Financial Inc
Pennsylvania
$269K +$7.48K +111 +3%
WAG
1513
Winthrop Advisory Group
Massachusetts
$268K -$9.64K -143 -4%
NC
1514
Napatree Capital
Rhode Island
$267K +$13.6K +202 +6%
CCM
1515
Crabel Capital Management
California
$266K +$255K +3,786 New
CAI
1516
Capital Advisors Inc
Oklahoma
$265K +$2.7K +40 +1%
BFA
1517
Beaumont Financial Advisors
Massachusetts
$265K -$944 -14 -0.4%
SRA
1518
Secured Retirement Advisors
Minnesota
$265K +$29.5K +438 +13%
CLOS
1519
Compagnie Lombard Odier SCmA
Switzerland
$263K +$13.5K +200 +6%
LSL
1520
Legacy Solutions LLC
Pennsylvania
$263K +$252K +3,740 New
ML
1521
McAdam LLC
Pennsylvania
$261K +$26.9K +399 +12%
AIM
1522
Advyzon Investment Management
Illinois
$261K +$250K +3,703 New
NSAM
1523
North Star Asset Management
Wisconsin
$260K +$11.6K +172 +5%
PCFFS
1524
Pacific Center for Financial Services
California
$260K
RIA
1525
Regal Investment Advisors
Michigan
$259K -$53.4K -792 -18%

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.