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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 %
SWMP
1626
Signature Wealth Management Partners
New Jersey
$217K -$9.94K -140 -4%
RCM
1627
Requisite Capital Management
Texas
$216K
WPWM
1628
Western Pacific Wealth Management
Illinois
$215K
OBWG
1629
Onyx Bridge Wealth Group
New York
$214K +$214K +3,008 New
SNB
1630
Security National Bank
Nebraska
$213K +$213K +3,000 New
FWCM
1631
Ferguson Wellman Capital Management
Oregon
$212K +$212K +2,991 New
AIM
1632
Advyzon Investment Management
Illinois
$212K -$50.9K -717 -19%
SFWC
1633
Strategic Family Wealth Counselors
New Jersey
$212K +$1.78K +25 +0.8%
GBT
1634
Grove Bank & Trust
Florida
$211K -$1.49K -21 -0.7%
FCA
1635
FLC Capital Advisors
California
$211K +$211K +2,979 New
O3W
1636
Omni 360 Wealth
New Jersey
$211K +$211K +2,969 New
SP
1637
Successful Portfolios
Florida
$211K +$71 +1 +0%
BW
1638
BIP Wealth
Georgia
$210K +$210K +2,965 New
RWM
1639
RKL Wealth Management
Pennsylvania
$210K
TPWA
1640
TRUE Private Wealth Advisors
Oregon
$210K +$497 +7 +0.2%
IWA
1641
IVC Wealth Advisors
Pennsylvania
$210K -$28.5K -402 -12%
MCCA
1642
Mill Creek Capital Advisors
Pennsylvania
$210K +$210K +2,951 New
OWA
1643
Octavia Wealth Advisors
Ohio
$209K +$209K +2,947 New
CP
1644
Camelot Portfolios
Ohio
$209K +$284 +4 +0.1%
CC
1645
Chicago Capital
Illinois
$209K -$106K -1,500 -34%
CDDEC
1646
Caisse Des Depots Et Consignations
France
$208K -$361K -5,087 -63%
WQ
1647
Wealth Quarterback
New Jersey
$208K -$20.3K -286 -9%
PBC
1648
Pavion Blue Capital
California
$208K +$71 +1 +0%
KFGK
1649
Keystone Financial Group (Kentucky)
Kentucky
$208K -$122K -1,715 -37%
HIA
1650
Harbor Investment Advisory
Maryland
$208K +$59.2K +834 +40%