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Citigroup

1,993 hedge funds and large institutions have $100B invested in Citigroup in 2024 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 776 increasing their positions, 660 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 325 | Existing positions closed: 91

39% more funds holding in top 10

Funds holding in top 10: 4664 (+18)

18% more repeat investments, than reductions

Existing positions increased: 776 | Existing positions reduced: 660

14% more capital invested

Capital invested by funds: $87.9B → $100B (+$12.2B)

11% more funds holding

Funds holding: 1,7901,993 (+203)

1.7% more ownership

Funds ownership: 73.52%75.23% (+1.7%)

22% less call options, than puts

Call options by funds: $6.71B | Put options by funds: $8.62B

Holders
1,993
Holders Change
+203
Holders Change %
+11.34%
% of All Funds
26.25%
Holding in Top 10
64
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+39.13%
% of All Funds
0.84%
New
325
Increased
776
Reduced
660
Closed
91
Calls
$6.71B
Puts
$8.62B
Net Calls
-$1.91B
Net Calls Change
-$905M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
1701
GPS Wealth Strategies Group
Colorado
$102K -$100K -1,491 -51%
HWA
1702
Heritage Wealth Advisors
Virginia
$102K +$337 +5 +0.3%
MEG
1703
Millstone Evans Group
Colorado
$98.8K +$94.6K +1,403 New
MSG
1704
Main Street Group
Virginia
$98.7K -$27K -400 -22%
FCMT
1705
Founders Capital Management (Texas)
Texas
$98.5K
LFASL
1706
Lugano Financial Advisors SA (LFA)
Switzerland
$98.5K
EB
1707
Eastern Bank
Massachusetts
$97.8K
HWM
1708
Hemington Wealth Management
Virginia
$97K +$9.17K +136 +11%
CIAS
1709
CBIZ Investment Advisory Services
Ohio
$95.2K +$4.25K +63 +5%
MTC
1710
Matrix Trust Company
Colorado
$95K +$75.9K +1,126 +492%
EBA
1711
Eagle Bay Advisors
New York
$94.4K -$21.6K -320 -19%
SWA
1712
SOA Wealth Advisors
New York
$93.3K +$202 +3 +0.2%
AAG
1713
Armstrong Advisory Group
Massachusetts
$92.6K +$14K +208 +19%
AA
1714
Ancora Advisors
Ohio
$92.4K -$7.62K -113 -8%
JFGIW
1715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K -$560K -8,309 -88%
APW
1716
Aventura Private Wealth
Florida
$89.9K +$86.1K +1,277 New
RTC
1717
Riverview Trust Company
Washington
$89K
DIP
1718
DT Investment Partners
Pennsylvania
$88.1K
NA
1719
Nordwand Advisors
Pennsylvania
$88K
MA
1720
Montag & Associates
Georgia
$87.9K
AWM
1721
Activest Wealth Management
Florida
$86.6K -$109K -1,619 -57%
SC
1722
Solstein Capital
California
$86.2K
BIA
1723
Bell Investment Advisors
California
$85.3K -$13.8K -205 -14%
TWD
1724
True Wealth Design
Ohio
$84.1K +$8.02K +119 +11%
CWC
1725
Carolinas Wealth Consulting
North Carolina
$79.3K +$23.2K +344 +44%

C Hedge Fund Activity: Q4 2024 in Review

1,993 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2024, worth a combined $100B — up 14% from $87.9B a quarter earlier.

Buyers outnumbered sellers: 325 funds opened new C positions and 91 closed out — a net gain of 234 holders — while 776 added to existing stakes and 660 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.73B. The largest seller was Berkshire Hathaway, cutting an estimated $2.74B.

  • 1,993 institutional investors held Citigroup (C) as of Q4 2024, up from 1,790 in Q3 2024.
  • Funds reported $100B of Citigroup stock for Q4 2024, up 14% quarter-over-quarter.
  • 325 funds opened new Citigroup positions in Q4 2024 and 91 closed out, a net change of +234 holders.
  • The largest Citigroup buyer in Q4 2024 was Capital World Investors, an estimated $1.73B added.
  • The largest Citigroup seller in Q4 2024 was Berkshire Hathaway, an estimated $2.74B sold.

Based on aggregated 13F filings for Q4 2024.