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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 %
AT
1826
Avalon Trust
New Mexico
$28.4K
MWM
1827
MorganRosel Wealth Management
Colorado
$28.4K +$28.4K +400 New
CAL
1828
Capital Advisors Ltd
Ohio
$27K
CWM
1829
CarsonAllaria Wealth Management
Illinois
$27K +$1.14K +16 +4%
CWM
1830
Consultiva Wealth Management
Puerto Rico
$26.9K
AG
1831
AmeriFlex Group
Nevada
$25K +$2.77K +39 +12%
FMP
1832
Financial Management Professionals
Texas
$24.8K -$9.1K -128 -27%
WFA
1833
West Financial Advisors
Iowa
$24.7K
JGIA
1834
Jackson Grant Investment Advisers
Connecticut
$24.4K
MSWM
1835
Mowery & Schoenfeld Wealth Management
Illinois
$24.3K +$142 +2 +0.6%
ITIM
1836
Indiana Trust & Investment Management
Indiana
$24.1K
WOC
1837
West Oak Capital
California
$23.6K -$1.32K -1,865 -5%
SWIM
1838
Smallwood Wealth Investment Management
New Jersey
$23.5K +$23.5K +331 New
CAC
1839
Core Alternative Capital
Georgia
$23.4K -$3.34K -47 -13%
CCMI
1840
Creative Capital Management Investments
California
$23.3K -$11.6K -164 -33%
GJIA
1841
Glass Jacobson Investment Advisors
Maryland
$23.1K
TFM
1842
TFC Financial Management
Massachusetts
$23.1K
HWP
1843
Highline Wealth Partners
California
$22.3K +$9.94K +140 +80%
SL
1844
Salomon & Ludwin
Virginia
$22.1K
NECFA
1845
New England Capital Financial Advisors
Connecticut
$21.6K
HWM
1846
Horizons Wealth Management
North Carolina
$21.5K
PAI
1847
Pittenger & Anderson Inc
Nebraska
$21.3K
VWA
1848
Valued Wealth Advisors
Utah
$21.1K +$2.13K +30 +11%
M
1849
MOTCO
Texas
$20.7K +$2.27K +32 +12%
AWM
1850
Abound Wealth Management
Tennessee
$20.2K -$5.55K -78 -22%