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Citigroup
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Overview Fund Activity

2,020 hedge funds and large institutions have $121B invested in Citigroup in 2025 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 847 increasing their positions, 740 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
+29
Holders Change %
+1.46%
% of All Funds
27.08%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.13%
New
197
Increased
847
Reduced
740
Closed
127
Calls
$7.24B
Puts
$7.68B
Net Calls
-$442M
Net Calls Change
+$1.03B

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$457M
2
NL
Nuveen LLC
North Carolina
+$452M
3
CHP
Castle Hook Partners
New York
+$204M
4
Swedbank
Swedbank
Sweden
+$120M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$119M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$604M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$438M
3
Barclays
Barclays
United Kingdom
-$229M
4
Capital World Investors
Capital World Investors
California
-$216M
5
RL
Ruffer LLP
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1676
LeConte Wealth Management
Tennessee
$218K +$218K +2,557 New
VBCG
1677
Valley Brook Capital Group
Pennsylvania
$217K +$217K +2,550 New
OW
1678
Olistico Wealth
Oklahoma
$217K +$196K +2,300 +939%
KFSC
1679
Keystone Financial Services (Colorado)
Colorado
$216K +$216K +2,543 New
AFA
1680
Allium Financial Advisors
Oregon
$216K +$216K +2,537 New
PWM
1681
Paulson Wealth Management
Illinois
$216K +$216K +2,532 New
FWSM
1682
First Wilshire Securities Management
California
$215K +$215K +2,522 New
IWA
1683
IVC Wealth Advisors
Pennsylvania
$215K -$36.9K -433 -15%
CWM
1684
Concentrum Wealth Management
California
$214K +$214K +2,516 New
FWM
1685
FMB Wealth Management
California
$214K +$214K +2,515 New
TCM
1686
Towercrest Capital Management
Pennsylvania
$214K +$214K +2,514 New
GA
1687
Goldstein Advisors
Wisconsin
$214K -$174K -2,040 -45%
MWA
1688
Meridian Wealth Advisors
Texas
$214K +$214K +2,512 New
CFG
1689
Copley Financial Group
California
$213K +$213K +2,507 New
EL
1690
EWA LLC
Pennsylvania
$213K +$213K +2,497 New
PWA
1691
Providence Wealth Advisors
Illinois
$209K +$209K +2,275 New
BWM
1692
BlackDiamond Wealth Management
New York
$209K +$209K +2,422 New
GCS
1693
Gordian Capital (Singapore)
Singapore
$209K -$1.79M -21,000 -90%
SIC
1694
Sage Investment Counsel
Tennessee
$209K +$209K +2,450 New
MCM
1695
MV Capital Management
Maryland
$208K -$426 -5 -0.2%
AWAP
1696
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K +$208K +2,443 New
PB
1697
Pinnacle Bancorp
Nebraska
$208K – – –
PCIG
1698
Partners Capital Investment Group
Massachusetts
$207K +$207K +2,432 New
1WA
1699
180 Wealth Advisors
Washington
$206K +$206K +2,425 New
WFPG
1700
Waller Financial Planning Group
Ohio
$206K +$206K +2,420 New
66 67
68
69 70