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Citigroup

2,392 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 900 increasing their positions, 859 reducing their positions, and 104 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:

2.17% more ownership

Funds ownership: 74.8%76.97% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 859

25% less call options, than puts

Call options by funds: $7.25B | Put options by funds: $9.71B

Holders
2,392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.25B
Puts
$9.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PT
1901
Plimoth Trust
Massachusetts
$264K
CT
1902
Clearstead Trust
Maine
$263K
SF
1903
Symphony Financial
Texas
$263K
SAM
1904
Smithbridge Asset Management
Pennsylvania
$263K
SPI
1905
Strategic Planning Inc
Ohio
$263K
TWM
1906
Tripletail Wealth Management
Florida
$263K
WA
1907
Wealth Architects
California
$260K
CWG
1908
Crown Wealth Group
North Carolina
$260K
LRWA
1909
Long Run Wealth Advisors
New York
$260K
VA
1910
Valmark Advisers
Ohio
$260K
YDMI
1911
Y.D. More Investments
Israel
$259K
LDB
1912
Lee, Danner & Bass
Tennessee
$258K
CA
1913
COFG Advisors
Illinois
$258K
PCA
1914
Peddock Capital Advisors
Massachusetts
$257K
SPP
1915
Single Point Partners
Massachusetts
$257K
NC
1916
North Capital
Utah
$257K
TBNY
1917
Trustco Bank (New York)
New York
$256K
SWM
1918
Segment Wealth Management
Texas
$255K
WAM
1919
Weinberger Asset Management
California
$255K
PIA
1920
Pinion Investment Advisors
Kansas
$255K
SIM
1921
Seaview Investment Managers
Florida
$254K
WI
1922
Wedgewood Investors
Pennsylvania
$253K
VCM
1923
Virtue Capital Management
Tennessee
$252K
RCM
1924
RB Capital Management
Nevada
$252K
SA
1925
Sonoma Allocations
California
$251K