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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
PWP
1901
Principle Wealth Partners
Connecticut
$280K
RAM
1902
Reflection Asset Management
South Carolina
$280K
GAA
1903
Global Assets Advisory
Florida
$280K
TC
1904
Trilogy Capital
California
$279K
SL
1905
Summitry LLC
California
$278K
FOA
1906
Five Oceans Advisors
California
$278K
WFPG
1907
Waller Financial Planning Group
Ohio
$278K
IAG
1908
Investmark Advisory Group
Connecticut
$277K
FFM
1909
Fullerton Fund Management
Singapore
$277K
IWA
1910
IVC Wealth Advisors
Pennsylvania
$277K
BFIM
1911
Beese Fulmer Investment Management
Ohio
$277K
HEM
1912
Henson-Edgewater Management
Ohio
$277K
AI
1913
Atom Investors
Texas
$277K
TCP
1914
TMB Capital Partners
Arkansas
$276K
FNB
1915
Farmers National Bank
Kentucky
$276K
FWSM
1916
First Wilshire Securities Management
California
$276K
MWA
1917
Medallion Wealth Advisors
Connecticut
$275K
QFA
1918
Quantum Financial Advisors
California
$275K
AT
1919
American Trust
Kentucky
$274K
1WA
1920
180 Wealth Advisors
Washington
$274K
ALA
1921
Atlas Legacy Advisors
California
$274K
NP
1922
Ninepoint Partners
Ontario, Canada
$274K
WAM
1923
Walker Asset Management
Missouri
$273K
LF
1924
Lighthouse Financial
Florida
$273K
MIP
1925
Marietta Investment Partners
Wisconsin
$272K