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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 %
HIMS
1901
Hager Investment Management Services
New Hampshire
$9.51K
CWM
1902
Centricity Wealth Management
Ohio
$9.23K
HNW
1903
High Note Wealth
Minnesota
$8.8K
GWSA
1904
Global Wealth Strategies & Associates
Colorado
$8.8K +$8.8K +124 New
FFA
1905
Frazier Financial Advisors
Ohio
$8.72K -$142 -2 -2%
FWA
1906
Flagship Wealth Advisors
Massachusetts
$8.45K
MLA
1907
MB, Levis & Associates
Pennsylvania
$8.36K
MAFA
1908
MJT & Associates Financial Advisory
Minnesota
$8.24K +$8.24K +116 New
FFL
1909
Financial Freedom LLC
Ohio
$7.98K
PA
1910
Pineridge Advisors
Missouri
$7.88K -$12.5K -176 -61%
GGI
1911
Godsey & Gibb Inc
Virginia
$7.81K
APW
1912
Acima Private Wealth
Virginia
$7.81K
DPW
1913
DiNuzzo Private Wealth
Pennsylvania
$7.74K +$568 +8 +8%
CFS
1914
CGC Financial Services
Oregon
$7.24K
OWP
1915
ORG Wealth Partners
Texas
$7.18K +$7.18K +101 New
QPBE
1916
Quintet Private Bank (Europe)
Luxembourg
$7.1K -$126K -1,779 -95%
FDCP
1917
Foster Dykema Cabot & Partners
Massachusetts
$7.1K -$5.04K -71 -42%
MCI
1918
MRP Capital Investments
Georgia
$7.1K
FGA
1919
Fortis Group Advisors
New Jersey
$7.1K
HRC
1920
Hoertkorn Richard Charles
$7.1K
SHF
1921
Safe Harbor Fiduciary
Florida
$7.1K +$7.1K +100 New
CFS
1922
Compass Financial Services
Iowa
$6.96K +$6.96K +98 New
TCM
1923
Tradewinds Capital Management
Washington
$6.75K
WCM
1924
WealthTrak Capital Management
Virginia
$6.75K +$3.2K +45 +90%
MSWA
1925
Marshall & Sterling Wealth Advisors
New York
$6.74K +$4.05K +57 +150%