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Citigroup

2,425 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 906 increasing their positions, 864 reducing their positions, and 106 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.54% more ownership

Funds ownership: 74.81%77.34% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 864

25% less call options, than puts

Call options by funds: $7.28B | Put options by funds: $9.76B

Holders
2,425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.28B
Puts
$9.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1776
Connecticut Wealth Management
Connecticut
$336K
PWM
1777
Prentice Wealth Management
New York
$335K
PPWM
1778
Paragon Private Wealth Management
Kentucky
$335K
SWM
1779
Stronghold Wealth Management
Florida
$335K
PWM
1780
Paulson Wealth Management
Illinois
$335K
JCM
1781
Jag Capital Management
Missouri
$334K
G
1782
GenTrust
Florida
$333K
SP
1783
Stonebrook Private
Michigan
$333K
ZF
1784
Zhang Financial
Michigan
$333K
RBWA
1785
RFG - Bristol Wealth Advisors
Massachusetts
$333K
CPW
1786
Cogent Private Wealth
Florida
$332K
WQ
1787
Wealth Quarterback
New Jersey
$332K
PCMNC
1788
Piedmont Capital Management (North Carolina)
North Carolina
$331K
GC
1789
GatePass Capital
Ohio
$331K
CVM
1790
Cheviot Value Management
California
$329K
SP
1791
Successful Portfolios
Florida
$328K
RWM
1792
RKL Wealth Management
Pennsylvania
$327K
ACA
1793
Anchor Capital Advisors
Massachusetts
$327K
TWM
1794
Tradition Wealth Management
Minnesota
$326K
EHWM
1795
Eads & Heald Wealth Management
Georgia
$326K
NCTC
1796
New Covenant Trust Company
Indiana
$326K
WHG
1797
Westwood Holdings Group
Texas
$325K
LOWM
1798
Laurel Oak Wealth Management
New Jersey
$323K
FFG
1799
Frisch Financial Group
New York
$323K
EL
1800
EWA LLC
Pennsylvania
$323K