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Citigroup

2,452 hedge funds and large institutions have $162B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 385 funds opening new positions, 912 increasing their positions, 866 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:

2.59% more ownership

Funds ownership: 74.92%77.5% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 912 | Existing positions reduced: 866

25% less call options, than puts

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

Holders
2,452
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
G
1801
GenTrust
Florida
$333K
SP
1802
Stonebrook Private
Michigan
$333K
ZF
1803
Zhang Financial
Michigan
$333K
RBWA
1804
RFG - Bristol Wealth Advisors
Massachusetts
$333K
CPW
1805
Cogent Private Wealth
Florida
$332K
WQ
1806
Wealth Quarterback
New Jersey
$332K
PCMNC
1807
Piedmont Capital Management (North Carolina)
North Carolina
$331K
GC
1808
GatePass Capital
Ohio
$331K
CVM
1809
Cheviot Value Management
California
$329K
SP
1810
Successful Portfolios
Florida
$328K
RWM
1811
RKL Wealth Management
Pennsylvania
$327K
ACA
1812
Anchor Capital Advisors
Massachusetts
$327K
TWM
1813
Tradition Wealth Management
Minnesota
$326K
EHWM
1814
Eads & Heald Wealth Management
Georgia
$326K
NCTC
1815
New Covenant Trust Company
Indiana
$326K
WHG
1816
Westwood Holdings Group
Texas
$325K
LOWM
1817
Laurel Oak Wealth Management
New Jersey
$323K
FFG
1818
Frisch Financial Group
New York
$323K
EL
1819
EWA LLC
Pennsylvania
$323K
OHWP
1820
Oak Harbor Wealth Partners
North Carolina
$323K
NWA
1821
New World Advisors
Massachusetts
$323K
TWD
1822
True Wealth Design
Ohio
$321K
CSA
1823
Cottage Street Advisors
Massachusetts
$321K
VCP
1824
Verus Capital Partners
Arizona
$321K
DCM
1825
DGS Capital Management
New Jersey
$320K