C icon

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 %
SW
1601
Simplicity Wealth
New Jersey
$230K +$230K +3,239 New
EM
1602
ELCO Management
New York
$230K -$177K -2,500 -44%
AWS
1603
Aspen Wealth Strategies
Colorado
$229K +$19K +268 +9%
SWM
1604
Sendero Wealth Management
Texas
$229K +$15.8K +223 +7%
BHC
1605
Bowen Hanes & Co
Florida
$229K
BIG
1606
Brookwood Investment Group
Arizona
$228K +$228K +3,217 New
AA
1607
Apriem Advisors
California
$228K +$10.9K +153 +5%
AA
1608
Aire Advisors
California
$228K -$2.7K -38 -1%
GIA
1609
Guyasuta Investment Advisors
Pennsylvania
$228K -$50.8K -715 -18%
SFWA
1610
Summit Financial Wealth Advisors
Louisiana
$226K
SAM
1611
Secure Asset Management
Michigan
$225K -$14.6K -206 -6%
AWM
1612
AllSquare Wealth Management
New York
$223K +$28.4K +400 +15%
PL
1613
Plancorp LLC
Missouri
$223K +$223K +3,139 New
FMTC
1614
Farmers & Merchants Trust Company
California
$222K -$30.6K -431 -12%
ATFA
1615
All Terrain Financial Advisors
Minnesota
$222K
WHG
1616
Westwood Holdings Group
Texas
$221K -$1.42K -20 -0.6%
EWA
1617
Evolution Wealth Advisors
Florida
$221K +$3.12K +44 +1%
WRPWM
1618
Werba Rubin Papier Wealth Management
California
$220K -$14.1K -199 -6%
APW
1619
Austin Private Wealth
Texas
$220K -$3.05K -43 -1%
PBK
1620
Peoples Bank (Kansas)
Kansas
$219K
LP
1621
LGL Partners
Pennsylvania
$219K +$219K +3,085 New
NSB
1622
Norway Savings Bank
Maine
$219K -$27.7K -390 -11%
YWM
1623
Yoder Wealth Management
California
$218K -$426 -6 -0.2%
RCM
1624
Raleigh Capital Management
North Carolina
$218K -$43.2K -608 -17%
OHWP
1625
Oak Harbor Wealth Partners
North Carolina
$218K