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Citigroup

2,202 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 783 increasing their positions, 854 reducing their positions, and 91 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 854

1.73% less ownership

Funds ownership: 76.54%74.8% (-1.7%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.29B
Puts
$8.9B
Net Calls
Net Calls Change

Top Sellers

1 -$1.53B
2 -$1.03B
3 -$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
1876
Montz Harcus Wealth Management
Louisiana
$205K
RSS
1877
Rosenblum Silverman Sutton
California
$204K
SL
1878
Sentinus LLC
Illinois
$203K
VA
1879
Valmark Advisers
Ohio
$203K
TFIPS
1880
Towarzystwo Funduszy Inwestycyjnych PZU SA
$203K
PWMG
1881
Pinnacle Wealth Management Group
Michigan
$203K
WMA
1882
West Michigan Advisors
Michigan
$203K
CVA
1883
Central Valley Advisors
California
$202K
VHAM
1884
Van Hulzen Asset Management
California
$202K
SRL
1885
Scientech Research LLC
New Jersey
$202K
PFM
1886
Phillips Financial Management
Indiana
$202K
ADBIC
1887
A.D. Beadell Investment Counsel
Wisconsin
$201K
HVP
1888
Hudson Value Partners
Florida
$201K
PNC
1889
Park National Corp
Ohio
$201K
EWM
1890
Endowment Wealth Management
Wisconsin
$200K
BFWM
1891
Bright Futures Wealth Management
New York
$200K
EAM
1892
Empirical Asset Management
Massachusetts
$192K
KFP
1893
Kerr Financial Planning
California
$191K
OWP
1894
ORG Wealth Partners
Texas
$189K
EB
1895
Eastern Bank
Massachusetts
$185K
PWMG
1896
Prestige Wealth Management Group
New Jersey
$184K
M
1897
MOTCO
Texas
$180K
AW
1898
Avion Wealth
Texas
$180K
HWM
1899
Hemington Wealth Management
Virginia
$179K
AIS
1900
AM Investment Strategies
Tennessee
$176K