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Citigroup

1,991 hedge funds and large institutions have $105B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 828 increasing their positions, 710 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,991
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
27.04%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
208
Increased
828
Reduced
710
Closed
142
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
1776
Hartford Financial Management
Connecticut
$51.2K
S
1777
Sachetta
Massachusetts
$50.8K +$5.18K +73 +11%
WPA
1778
West Paces Advisors
Georgia
$50K
ME
1779
McIlrath & Eck
Washington
$50K +$5.18K +73 +12%
TFA
1780
Toth Financial Advisory
Virginia
$49.8K +$71 +1 +0.1%
NEWAS
1781
N.E.W. Advisory Services
Wisconsin
$49.6K +$49.6K +699 New
FNWA
1782
Financial Network Wealth Advisors
Utah
$49K +$2.49K +35 +5%
BCMLT
1783
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.8K +$13.2K +186 +37%
MSFP
1784
Mark Sheptoff Financial Planning
Connecticut
$48.3K
FCT
1785
First Community Trust
Iowa
$44.4K -$15.6K -220 -26%
BHWM
1786
Beaird Harris Wealth Management
Texas
$43.5K +$3.12K +44 +8%
CB
1787
CNB Bank
Pennsylvania
$43.4K -$71 -1 -0.2%
WTFG
1788
Wood Tarver Financial Group
Idaho
$43.1K
CWM
1789
Cranbrook Wealth Management
Michigan
$43K
CHC
1790
City Holding Co
West Virginia
$42.9K +$8.09K +114 +23%
FAM
1791
Flaharty Asset Management
Florida
$42.7K +$42.7K +602 New
BCM
1792
Berbice Capital Management
New York
$42.6K
CSC
1793
Caldwell Sutter Capital
California
$42.4K -$28.4K -400 -40%
RCA
1794
Runnymede Capital Advisors
Ohio
$42.3K +$3.27K +46 +8%
SIS
1795
Strategic Investment Solutions
Illinois
$41.8K +$852 +12 +2%
TCM
1796
TruNorth Capital Management
Michigan
$41.2K
PPC
1797
Park Place Capital
Alabama
$40.9K
PWMG
1798
Private Wealth Management Group
New Jersey
$40.5K +$25.4K +358 +168%
EPIMS
1799
Evelyn Partners Investment Management Services
$40.5K +$40.5K +1,377 New
SO
1800
Sierra Ocean
California
$39.9K +$2.27K +32 +6%