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Citigroup

2,204 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 782 increasing their positions, 856 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 856

1.78% less ownership

Funds ownership: 76.57%74.8% (-1.8%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.29B
Puts
$8.9B
Net Calls
Net Calls Change

Top Sellers

1 -$1.53B
2 -$1.03B
3 -$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
1501
Grant Private Wealth Management
California
$442K
BWCS
1502
Beirne Wealth Consulting Services
Connecticut
$440K
KTC
1503
Kentucky Trust Company
Kentucky
$438K
XSC
1504
X-Square Capital
Puerto Rico
$438K
LF
1505
Lantz Financial
Illinois
$437K
BG
1506
Bahl & Gaynor
Ohio
$436K
ABC
1507
Associated Banc-Corp
Wisconsin
$434K
CB
1508
Cadence Bank
Mississippi
$434K
WWC
1509
Waypoint Wealth Counsel
Georgia
$434K
BTWM
1510
Brass Tax Wealth Management
Ohio
$433K
JTWM
1511
Jackson Thornton Wealth Management
Alabama
$433K
SAI
1512
Systematic Alpha Investments
New Jersey
$430K
BA
1513
Bluesphere Advisors
Pennsylvania
$426K
FZCM
1514
Flynn Zito Capital Management
New York
$424K
SAM
1515
Steinberg Asset Management
New York
$424K
AC
1516
Apella Capital
Connecticut
$421K
WMP
1517
Wealth Management Partners
Arizona
$420K
AC
1518
Addison Capital
Pennsylvania
$419K
CA
1519
Calton & Associates
Florida
$419K
WCA
1520
Westover Capital Advisors
Delaware
$417K
OFS
1521
Orrstown Financial Services
Pennsylvania
$416K
PP
1522
Pingora Partners
Wyoming
$416K
NWA
1523
Navis Wealth Advisors
New York
$416K
ACL
1524
Applied Capital LLC
Florida
$416K
TS
1525
Tamar Securities
California
$415K