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Citigroup

2,018 hedge funds and large institutions have $121B invested in Citigroup in 2025 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 847 increasing their positions, 739 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,018
Holders Change
+26
Holders Change %
+1.31%
% of All Funds
27.09%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.13%
New
196
Increased
847
Reduced
739
Closed
127
Calls
$7.24B
Puts
$7.68B
Net Calls
-$442M
Net Calls Change
+$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
1801
Blue Bell Private Wealth Management
Pennsylvania
$64.1K -$24.6K -289 -28%
HC
1802
Hara Capital
Washington
$63.8K +$63.8K +750 New
WA
1803
WPG Advisers
Maryland
$63.5K +$18.2K +214 +40%
FRA
1804
Front Row Advisors
California
$62.6K
CIAS
1805
CBIZ Investment Advisory Services
Ohio
$62.2K -$59.9K -704 -49%
HFM
1806
Hartford Financial Management
Connecticut
$61.4K
BHWM
1807
Beaird Harris Wealth Management
Texas
$60.5K +$8.34K +98 +16%
SO
1808
Sierra Ocean
California
$60.1K +$12.3K +144 +26%
TFA
1809
Toth Financial Advisory
Virginia
$59.8K +$85 +1 +0.1%
FNWA
1810
Financial Network Wealth Advisors
Utah
$58.7K
S
1811
Sachetta
Massachusetts
$58.3K -$2.55K -30 -4%
SL
1812
Salomon & Ludwin
Virginia
$58.2K +$31.2K +360 +116%
ST
1813
Smithfield Trust
Pennsylvania
$58K -$10.3K -120 -15%
MSFP
1814
Mark Sheptoff Financial Planning
Connecticut
$57.9K
CAC
1815
Core Alternative Capital
Georgia
$57.8K +$29.8K +350 +106%
BCMLT
1816
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.8K -$2.64K -31 -5%
BT
1817
Banque Transatlantique
France
$55.5K -$5.4M -63,432 -99%
CHC
1818
City Holding Co
West Virginia
$54.6K +$3.23K +38 +6%
FCT
1819
First Community Trust
Iowa
$53.2K
CPG
1820
Cornerstone Planning Group
New Jersey
$52.5K -$274 -3 -0.5%
NEWAS
1821
N.E.W. Advisory Services
Wisconsin
$52K -$7.49K -88 -13%
ME
1822
McIlrath & Eck
Washington
$51.4K -$8.51K -100 -14%
CB
1823
CNB Bank
Pennsylvania
$51.2K -$851 -10 -2%
BCM
1824
Berbice Capital Management
New York
$51.1K
CSC
1825
Caldwell Sutter Capital
California
$50.8K