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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
GTAM
1701
Global Trust Asset Management
Florida
$183K +$142K +1,866 +263%
AIM
1702
Anchor Investment Management
South Carolina
$182K +$76 +1 +0%
MCM
1703
MV Capital Management
Maryland
$174K -$10.1K -133 -5%
PB
1704
Pinnacle Bancorp
Nebraska
$173K -$36.7K -481 -16%
MSG
1705
Main Street Group
Virginia
$173K +$79.1K +1,038 +74%
CBT
1706
Crews Bank & Trust
Florida
$171K -$5.49K -72 -3%
DJSG
1707
D.J. St. Germain
Massachusetts
$167K +$36K +472 +25%
MWA
1708
Medallion Wealth Advisors
Connecticut
$166K +$39K +511 +28%
CW
1709
Cooksen Wealth
Texas
$165K +$198K +2,602 New
AA
1710
Ancora Advisors
Ohio
$163K +$74.7K +979 +75%
SOW
1711
State of Wyoming
Wyoming
$159K +$13.6K +178 +9%
AA
1712
Addison Advisors
Vermont
$156K +$15.7K +206 +10%
NC
1713
North Capital
Utah
$153K +$164K +2,151 New
CSPIA
1714
Cary Street Partners Investment Advisory
Virginia
$152K +$30K +394 +22%
RFS
1715
Richardson Financial Services
Massachusetts
$152K -$1.52K -20 -0.9%
MTC
1716
Matrix Trust Company
Colorado
$150K +$57.8K +758 +56%
CCA
1717
Catalyst Capital Advisors
New York
$150K -$5.41K -71 -3%
PWAM
1718
Private Wealth Asset Management
Iowa
$146K +$157K +2,055 New
CSB
1719
City State Bank
Iowa
$145K
TFIPS
1720
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K
CT
1721
Clearstead Trust
Maine
$139K +$5.18K +68 +4%
RF
1722
Rossby Financial
Florida
$135K +$150K +1,970 New
PWMG
1723
Prestige Wealth Management Group
New Jersey
$129K
VWM
1724
Vermillion Wealth Management
Minnesota
$128K
C
1725
Covestor
United Kingdom
$127K -$78.7K -1,032 -37%

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.