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Citigroup

2,425 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 906 increasing their positions, 864 reducing their positions, and 106 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.54% more ownership

Funds ownership: 74.81%77.34% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 864

25% less call options, than puts

Call options by funds: $7.28B | Put options by funds: $9.76B

Holders
2,425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.28B
Puts
$9.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1551
JFS Wealth Advisors
Pennsylvania
$521K
WRPWM
1552
Werba Rubin Papier Wealth Management
California
$521K
PWM
1553
Palacios Wealth Management
Florida
$519K
AC
1554
Apella Capital
Connecticut
$519K
CHJWM
1555
Carlton Hofferkamp & Jenks Wealth Management
Texas
$518K
RIL
1556
Rothschild Investment LLC
Illinois
$517K
SFWC
1557
Strategic Family Wealth Counselors
New Jersey
$517K
TR
1558
Tepp RIA
New Jersey
$517K
EWM
1559
Evercore Wealth Management
New York
$516K
CWP
1560
Curated Wealth Partners
California
$516K
AC
1561
Addison Capital
Pennsylvania
$514K
BIAS
1562
Beacon Investment Advisory Services
New Jersey
$514K
SCM
1563
SCS Capital Management
Massachusetts
$513K
ORC
1564
O'Rourke & Company
Massachusetts
$511K
CIC
1565
Carnegie Investment Counsel
Ohio
$509K
IP
1566
Indivisible Partners
Florida
$507K
BWCS
1567
Beirne Wealth Consulting Services
Connecticut
$506K
TFO
1568
Tarbox Family Office
California
$506K
KTC
1569
Kentucky Trust Company
Kentucky
$504K
XSC
1570
X-Square Capital
Puerto Rico
$503K
BTWM
1571
Baker Tilly Wealth Management
Wisconsin
$503K
WMP
1572
Wealth Management Partners
Arizona
$500K
PFGIA
1573
Patriot Financial Group Insurance Agency
Massachusetts
$500K
IA
1574
Integrity Alliance
Iowa
$497K
SAI
1575
Systematic Alpha Investments
New Jersey
$495K