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Citigroup

2,024 hedge funds and large institutions have $108B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 845 increasing their positions, 723 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 144

17% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 723

7% more capital invested

Capital invested by funds: $100B → $108B (+$7.45B)

6% more funds holding in top 10

Funds holding in top 10: 6468 (+4)

1.66% more ownership

Funds ownership: 75.23%76.88% (+1.7%)

2% more funds holding

Funds holding: 1,9932,024 (+31)

22% less call options, than puts

Call options by funds: $5.11B | Put options by funds: $6.58B

Holders
2,024
Holders Change
+31
Holders Change %
+1.56%
% of All Funds
27.14%
Holding in Top 10
68
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
207
Increased
845
Reduced
723
Closed
144
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1826
Private Wealth Management Group
New Jersey
$40.5K +$27.3K +358 +168%
EPIMS
1827
Evelyn Partners Investment Management Services
$40.5K -$15.6K -204 -26%
SO
1828
Sierra Ocean
California
$39.9K +$2.44K +32 +6%
CWC
1829
Carolinas Wealth Consulting
North Carolina
$39.9K -$43.2K -566 -50%
WBC
1830
West Branch Capital
Massachusetts
$39.1K
GIA
1831
GHP Investment Advisors
Colorado
$39K
FP
1832
Financial Perspectives
Minnesota
$38.8K
CPG
1833
Cornerstone Planning Group
New Jersey
$38.2K +$17.8K +234 +68%
LWANC
1834
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.2K
WA
1835
WPG Advisers
Maryland
$37.8K +$3.05K +40 +8%
FW
1836
Fairway Wealth
Ohio
$37.5K -$15.5K -203 -28%
HWA
1837
HHM Wealth Advisors
Tennessee
$37.3K +$35.6K +467 +805%
FFC
1838
First Financial Corp
Indiana
$36.4K -$26.2K -344 -40%
HBW
1839
Hazlett, Burt & Watson
West Virginia
$36K +$4.8K +63 +14%
WA
1840
Whipplewood Advisors
Colorado
$35.5K +$19.2K +252 +79%
HCM
1841
Horrell Capital Management
Arkansas
$35.5K
LCM
1842
Logan Capital Management
Pennsylvania
$35.5K
WB
1843
Webster Bank
Connecticut
$35.5K
GWP
1844
Gen-Wealth Partners
Michigan
$35K -$6.41K -84 -15%
WAG
1845
Wiser Advisor Group
Arizona
$34.5K +$229 +3 +0.6%
VNA
1846
Valley National Advisers
Pennsylvania
$34K +$10.1K +132 +37%
BGA
1847
Battery Global Advisors
Massachusetts
$33.1K +$76 +1 +0.2%
CMP
1848
Coston McIsaac & Partners
Maine
$33K
PWA
1849
Physician Wealth Advisors
Utah
$31.9K
LWMI
1850
Legacy Wealth Management (Idaho)
Idaho
$31.9K

C Hedge Fund Activity: Q1 2025 in Review

2,024 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2025, worth a combined $108B — up 7.4% from $100B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new C positions and 144 closed out — a net gain of 63 holders — while 845 added to existing stakes and 723 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.19B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.03B sold.

  • 2,024 institutional investors held Citigroup (C) as of Q1 2025, up from 1,993 in Q4 2024.
  • Funds reported $108B of Citigroup stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 207 funds opened new Citigroup positions in Q1 2025 and 144 closed out, a net change of +63 holders.
  • The largest Citigroup buyer in Q1 2025 was Capital World Investors, an estimated $1.19B added.
  • The largest Citigroup seller in Q1 2025 was Berkshire Hathaway, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2025.