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Citigroup

2,423 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 366 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:

2.55% more ownership

Funds ownership: 74.8%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
2,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
PWM
1776
Prentice Wealth Management
New York
$335K
PPWM
1777
Paragon Private Wealth Management
Kentucky
$335K
SWM
1778
Stronghold Wealth Management
Florida
$335K
PWM
1779
Paulson Wealth Management
Illinois
$335K
JCM
1780
Jag Capital Management
Missouri
$334K
G
1781
GenTrust
Florida
$333K
SP
1782
Stonebrook Private
Michigan
$333K
ZF
1783
Zhang Financial
Michigan
$333K
RBWA
1784
RFG - Bristol Wealth Advisors
Massachusetts
$333K
CPW
1785
Cogent Private Wealth
Florida
$332K
WQ
1786
Wealth Quarterback
New Jersey
$332K
PCMNC
1787
Piedmont Capital Management (North Carolina)
North Carolina
$331K
GC
1788
GatePass Capital
Ohio
$331K
CVM
1789
Cheviot Value Management
California
$329K
SP
1790
Successful Portfolios
Florida
$328K
RWM
1791
RKL Wealth Management
Pennsylvania
$327K
ACA
1792
Anchor Capital Advisors
Massachusetts
$327K
TWM
1793
Tradition Wealth Management
Minnesota
$326K
EHWM
1794
Eads & Heald Wealth Management
Georgia
$326K
NCTC
1795
New Covenant Trust Company
Indiana
$326K
WHG
1796
Westwood Holdings Group
Texas
$325K
LOWM
1797
Laurel Oak Wealth Management
New Jersey
$323K
FFG
1798
Frisch Financial Group
New York
$323K
EL
1799
EWA LLC
Pennsylvania
$323K
OHWP
1800
Oak Harbor Wealth Partners
North Carolina
$323K