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Citigroup

2,204 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 782 increasing their positions, 856 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 856

1.78% less ownership

Funds ownership: 76.57%74.8% (-1.8%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.29B
Puts
$8.9B
Net Calls
Net Calls Change

Top Sellers

1 -$1.53B
2 -$1.03B
3 -$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1751
Falcon Wealth Planning
California
$254K
LAM
1752
Lynch Asset Management
Pennsylvania
$254K
SFG
1753
Sovereign Financial Group
Connecticut
$254K
BWM
1754
BlackDiamond Wealth Management
New York
$253K
PB
1755
Pinnacle Bancorp
Nebraska
$252K
AWMG
1756
Alliance Wealth Management Group
New Jersey
$252K
SFWC
1757
Strategic Family Wealth Counselors
New Jersey
$252K
GWM
1758
GK Wealth Management
Nevada
$251K
HPC
1759
HM Payson & Co
Maine
$251K
SI
1760
Saxon Interests
Texas
$249K
MCM
1761
MV Capital Management
Maryland
$248K
FF
1762
Francis Financial
$248K
TC
1763
Trilogy Capital
California
$247K
PCIG
1764
Partners Capital Investment Group
Massachusetts
$247K
RFA
1765
Register Financial Advisors
Georgia
$247K
FCG
1766
Fielder Capital Group
Tennessee
$246K
WFPG
1767
Waller Financial Planning Group
Ohio
$246K
NWA
1768
New World Advisors
Massachusetts
$246K
EC
1769
EdgeRock Capital
Colorado
$245K
TWD
1770
True Wealth Design
Ohio
$245K
LWM
1771
LeConte Wealth Management
Tennessee
$244K
FMWA
1772
Forvis Mazars Wealth Advisors
Missouri
$243K
MCC
1773
Money Concepts Capital
Florida
$243K
FOA
1774
Five Oceans Advisors
California
$242K
CWM
1775
Circle Wealth Management
New Jersey
$241K