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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 %
MBFW
1926
Morton Brown Family Wealth
Pennsylvania
$6.32K +$4.9K +69 +345%
ABWM
1927
Alpine Bank Wealth Management
Colorado
$6.11K +$6.11K +86 New
CTA
1928
Colonial Trust Advisors
South Carolina
$5.89K
CT
1929
Coastline Trust
Rhode Island
$5.82K -$7.38K -104 -56%
IHWM
1930
Iron Horse Wealth Management
Iowa
$5.68K
CG
1931
Curat Global
New Hampshire
$5.47K +$5.47K +77 New
FUBT
1932
First United Bank & Trust
Maryland
$5.25K
PWM
1933
Parkworth Wealth Management
California
$4.95K +$212 +3 +4%
KLWA
1934
Kelly Lawrence W & Associates
California
$4.9K
CWA
1935
Carolina Wealth Advisors
South Carolina
$4.76K
TCA
1936
Trifecta Capital Advisors
Illinois
$4.62K
KWM
1937
Kiker Wealth Management
Georgia
$4.26K +$4.26K +60 New
WW
1938
Winnow Wealth
Texas
$4.18K +$1.35K +19 +48%
SFA
1939
Semmax Financial Advisors
North Carolina
$4.06K
BAM
1940
Byrne Asset Management
New Jersey
$3.98K -$142 -2 -3%
WA
1941
WestEnd Advisors
North Carolina
$3.98K +$2.63K +37 +195%
HFS
1942
Hopwood Financial Services
Virginia
$3.96K +$3.96K +56 New
AFG
1943
Albion Financial Group
Utah
$3.83K
NWM
1944
Nova Wealth Management
Florida
$3.62K +$3.62K +51 New
RL
1945
Rogco LP
Oklahoma
$3.55K -$13.2K -186 -79%
BFPW
1946
BOK Financial Private Wealth
Colorado
$3.55K -$2.91K -41 -45%
MFC
1947
Mechanics Financial Corp
Ohio
$3.55K
CIM
1948
Contravisory Investment Management
Massachusetts
$3.48K +$2.91K +41 +513%
FWM
1949
FSA Wealth Management
Massachusetts
$3.3K
W
1950
WealthCollab
Washington
$3.27K