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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
CIAS
1751
CBIZ Investment Advisory Services
Ohio
$102K +$6.25K +82 +6%
HWA
1752
Heritage Wealth Advisors
Virginia
$100K -$2.21K -29 -2%
MEG
1753
Millstone Evans Group
Colorado
$99.6K
FCMT
1754
Founders Capital Management (Texas)
Texas
$99.4K
LFASL
1755
Lugano Financial Advisors SA (LFA)
Switzerland
$99.4K
HDIM
1756
Hanson & Doremus Investment Management
Vermont
$99K -$67.2K -881 -39%
SWA
1757
SOA Wealth Advisors
New York
$94.3K +$153 +2 +0.2%
AAG
1758
Armstrong Advisory Group
Massachusetts
$92.6K
MA
1759
Montag & Associates
Georgia
$91.2K +$2.75K +36 +3%
DIP
1760
DT Investment Partners
Pennsylvania
$88.8K
NA
1761
Nordwand Advisors
Pennsylvania
$88.7K
AWM
1762
Activest Wealth Management
Florida
$88K +$686 +9 +0.7%
RTC
1763
Riverview Trust Company
Washington
$87.5K -$2.44K -32 -3%
FFO
1764
Fortitude Family Office
Arizona
$87.2K -$22.1K -290 -19%
BIA
1765
Bell Investment Advisors
California
$86.6K +$610 +8 +0.7%
TCOV
1766
Trust Company of Vermont
Vermont
$84.9K +$11.4K +150 +14%
RFG
1767
REAP Financial Group
Texas
$83.7K +$17.8K +233 +25%
GKIM
1768
GW&K Investment Management
Massachusetts
$82K +$5.64K +74 +7%
RFA
1769
Register Financial Advisors
Georgia
$81.6K +$74.3K +975 +557%
MMCM
1770
Murphy & Mullick Capital Management
New York
$80.4K +$2.75K +36 +3%
CIA
1771
Cape Investment Advisory
Georgia
$79.8K +$6.48K +85 +8%
IRAG
1772
Investment Research & Advisory Group
Georgia
$78.7K
WT
1773
Washington Trust
Rhode Island
$78.1K -$122K -1,600 -59%
GIS
1774
Grayhawk Investment Strategies
Alberta, Canada
$78.1K
RA
1775
Rise Advisors
New York
$77.2K +$6.94K +91 +9%

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.