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Citigroup

2,024 hedge funds and large institutions have $108B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 845 increasing their positions, 723 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 144

17% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 723

7% more capital invested

Capital invested by funds: $100B → $108B (+$7.45B)

6% more funds holding in top 10

Funds holding in top 10: 6468 (+4)

1.66% more ownership

Funds ownership: 75.23%76.88% (+1.7%)

2% more funds holding

Funds holding: 1,9932,024 (+31)

22% less call options, than puts

Call options by funds: $5.11B | Put options by funds: $6.58B

Holders
2,024
Holders Change
+31
Holders Change %
+1.56%
% of All Funds
27.14%
Holding in Top 10
68
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
207
Increased
845
Reduced
723
Closed
144
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
1626
NBC Securities
Alabama
$230K +$247K +3,244 +108,133%
SW
1627
Simplicity Wealth
New Jersey
$230K +$247K +3,239 New
EM
1628
ELCO Management
New York
$230K -$191K -2,500 -44%
AWS
1629
Aspen Wealth Strategies
Colorado
$229K +$20.4K +268 +9%
SWM
1630
Sendero Wealth Management
Texas
$229K +$17K +223 +7%
BHC
1631
Bowen Hanes & Co
Florida
$229K
BIG
1632
Brookwood Investment Group
Arizona
$228K +$245K +3,217 New
AA
1633
Apriem Advisors
California
$228K +$11.7K +153 +5%
AA
1634
Aire Advisors
California
$228K -$2.9K -38 -1%
GIA
1635
Guyasuta Investment Advisors
Pennsylvania
$228K -$54.5K -715 -18%
SFWA
1636
Summit Financial Wealth Advisors
Louisiana
$226K
SAM
1637
Secure Asset Management
Michigan
$225K -$15.7K -206 -6%
AWM
1638
AllSquare Wealth Management
New York
$223K +$30.5K +400 +15%
PL
1639
Plancorp LLC
Missouri
$223K +$239K +3,139 New
FMTC
1640
Farmers & Merchants Trust Company
California
$222K -$32.9K -431 -12%
ATFA
1641
All Terrain Financial Advisors
Minnesota
$222K
WHG
1642
Westwood Holdings Group
Texas
$221K -$1.52K -20 -0.6%
EWA
1643
Evolution Wealth Advisors
Florida
$221K +$3.35K +44 +1%
FNBOO
1644
First National Bank of Omaha
Nebraska
$221K -$32.4K -425 -12%
WRPWM
1645
Werba Rubin Papier Wealth Management
California
$220K -$15.2K -199 -6%
APW
1646
Austin Private Wealth
Texas
$220K -$3.28K -43 -1%
PBK
1647
Peoples Bank (Kansas)
Kansas
$219K
LP
1648
LGL Partners
Pennsylvania
$219K +$235K +3,085 New
NSB
1649
Norway Savings Bank
Maine
$219K -$29.7K -390 -11%
YWM
1650
Yoder Wealth Management
California
$218K -$458 -6 -0.2%

C Hedge Fund Activity: Q1 2025 in Review

2,024 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2025, worth a combined $108B — up 7.4% from $100B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new C positions and 144 closed out — a net gain of 63 holders — while 845 added to existing stakes and 723 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.19B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.03B sold.

  • 2,024 institutional investors held Citigroup (C) as of Q1 2025, up from 1,993 in Q4 2024.
  • Funds reported $108B of Citigroup stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 207 funds opened new Citigroup positions in Q1 2025 and 144 closed out, a net change of +63 holders.
  • The largest Citigroup buyer in Q1 2025 was Capital World Investors, an estimated $1.19B added.
  • The largest Citigroup seller in Q1 2025 was Berkshire Hathaway, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2025.