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Citigroup

2,423 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 366 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:

2.55% more ownership

Funds ownership: 74.8%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
2,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
WRPWM
1551
Werba Rubin Papier Wealth Management
California
$521K
PWM
1552
Palacios Wealth Management
Florida
$519K
AC
1553
Apella Capital
Connecticut
$519K
CHJWM
1554
Carlton Hofferkamp & Jenks Wealth Management
Texas
$518K
RIL
1555
Rothschild Investment LLC
Illinois
$517K
SFWC
1556
Strategic Family Wealth Counselors
New Jersey
$517K
TR
1557
Tepp RIA
New Jersey
$517K
EWM
1558
Evercore Wealth Management
New York
$516K
CWP
1559
Curated Wealth Partners
California
$516K
AC
1560
Addison Capital
Pennsylvania
$514K
BIAS
1561
Beacon Investment Advisory Services
New Jersey
$514K
SCM
1562
SCS Capital Management
Massachusetts
$513K
ORC
1563
O'Rourke & Company
Massachusetts
$511K
CIC
1564
Carnegie Investment Counsel
Ohio
$509K
IP
1565
Indivisible Partners
Florida
$507K
BWCS
1566
Beirne Wealth Consulting Services
Connecticut
$506K
TFO
1567
Tarbox Family Office
California
$506K
KTC
1568
Kentucky Trust Company
Kentucky
$504K
XSC
1569
X-Square Capital
Puerto Rico
$503K
BTWM
1570
Baker Tilly Wealth Management
Wisconsin
$503K
WMP
1571
Wealth Management Partners
Arizona
$500K
PFGIA
1572
Patriot Financial Group Insurance Agency
Massachusetts
$500K
IA
1573
Integrity Alliance
Iowa
$497K
SAI
1574
Systematic Alpha Investments
New Jersey
$495K
MW
1575
Marble Wealth
Alabama
$494K