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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
HIA
1676
Harbor Investment Advisory
Maryland
$208K +$63.6K +834 +40%
MA
1677
MJP Associates
Connecticut
$208K +$223K +2,925 New
FNC
1678
First National Corp
Massachusetts
$208K +$223K +2,924 New
TIA
1679
Traphagen Investment Advisors
New Jersey
$206K +$222K +2,908 New
SCM
1680
Silvant Capital Management
Georgia
$206K
FCM
1681
Fourpath Capital Management
Oklahoma
$206K -$42.2K -554 -16%
LF
1682
Lantz Financial
Illinois
$205K +$3.2K +42 +1%
WA
1683
WealthTrust Axiom
Pennsylvania
$205K +$220K +2,891 New
HFBOT
1684
Home Federal Bank of Tennessee
Tennessee
$205K
GWM
1685
GK Wealth Management
Nevada
$205K -$44.5K -584 -17%
DCM
1686
Donaldson Capital Management
Indiana
$204K +$219K +2,874 New
GWM
1687
Gitterman Wealth Management
New Jersey
$204K +$219K +2,869 New
DBRC
1688
D.B. Root & Company
Pennsylvania
$203K +$218K +2,855 New
RMDI
1689
R.M. Davis Inc
Maine
$202K +$217K +2,852 New
GSWM
1690
Golden State Wealth Management
California
$202K -$2.75K -36 -1%
BWP
1691
Balboa Wealth Partners
Arizona
$201K -$60.1K -788 -22%
VCWA
1692
Vanguard Capital Wealth Advisors
Colorado
$201K +$216K +2,832 New
HC
1693
Hamilton Capital
Ohio
$200K +$215K +2,820 New
OC
1694
Oakworth Capital
Alabama
$199K +$8.77K +115 +4%
CVM
1695
Cheviot Value Management
California
$195K +$212K +2,783 New
DSC
1696
Duncker Streett & Co
Missouri
$193K
CWM
1697
Copia Wealth Management
Oregon
$192K -$3.81K -50 -2%
CM
1698
Capula Management
Cayman Islands
$190K +$204K +2,673 New
AF
1699
Atala Financial
California
$186K
HPC
1700
HM Payson & Co
Maine
$183K +$5.34K +70 +3%

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.