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Citigroup

2,019 hedge funds and large institutions have $121B invested in Citigroup in 2025 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 847 increasing their positions, 740 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,019
Holders Change
+27
Holders Change %
+1.36%
% 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
196
Increased
847
Reduced
740
Closed
127
Calls
$7.24B
Puts
$7.68B
Net Calls
-$442M
Net Calls Change
+$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1701
Sylvest Advisors
Texas
$203K +$203K +2,385 New
CWM
1702
Circle Wealth Management
New Jersey
$202K +$202K +2,379 New
C
1703
Covestor
United Kingdom
$202K +$49.8K +584 +33%
FCG
1704
Fielder Capital Group
Tennessee
$202K +$202K +2,369 New
FMWA
1705
Forvis Mazars Wealth Advisors
Missouri
$201K +$201K +2,360 New
NC
1706
NBW Capital
Massachusetts
$201K +$201K +2,359 New
VHAM
1707
Van Hulzen Asset Management
California
$200K +$200K +2,352 New
CT
1708
Clearstead Trust
Maine
$197K +$30.1K +354 +18%
RFS
1709
Richardson Financial Services
Massachusetts
$196K +$11.2K +130 +6%
GSWM
1710
Golden State Wealth Management
California
$195K -$47.9K -563 -20%
HBT
1711
Hills Bank & Trust
Iowa
$191K +$62.7K +737 +49%
CBT
1712
Crews Bank & Trust
Florida
$188K -$17.6K -207 -9%
TWD
1713
True Wealth Design
Ohio
$186K +$53.8K +632 +41%
NC
1714
North Capital
Utah
$183K -$170 -2 -0.1%
USB
1715
Union Savings Bank
Connecticut
$181K +$42.4K +453 +31%
JCM
1716
Jag Capital Management
Missouri
$180K +$44.7K +525 +33%
CSB
1717
City State Bank
Iowa
$174K
TFIPS
1718
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K
MTC
1719
Matrix Trust Company
Colorado
$166K -$13.8K -162 -8%
QL
1720
Quarry LP
New York
$161K +$142K +1,673 +757%
BI
1721
Binnacle Investments
Iowa
$157K +$9.62K +113 +7%
RF
1722
Rossby Financial
Florida
$155K -$12.8K -150 -8%
PWMG
1723
Prestige Wealth Management Group
New Jersey
$155K
CCA
1724
Catalyst Capital Advisors
New York
$154K -$24.9K -293 -14%
HT
1725
Headlands Technologies
Illinois
$153K -$856K -10,060 -85%