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Citigroup

1,992 hedge funds and large institutions have $105B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 830 increasing their positions, 710 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 1,9651,992 (+27)

0.15% more ownership

Funds ownership: 74.96%75.12% (+0.15%)

22% less call options, than puts

Call options by funds: $5.11B | Put options by funds: $6.58B

Holders
1,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11B
Puts
$6.58B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1926
Marshall & Sterling Wealth Advisors
New York
$6.74K
MBFW
1927
Morton Brown Family Wealth
Pennsylvania
$6.32K
ABWM
1928
Alpine Bank Wealth Management
Colorado
$6.11K
CTA
1929
Colonial Trust Advisors
South Carolina
$5.89K
CT
1930
Coastline Trust
Rhode Island
$5.82K
IHWM
1931
Iron Horse Wealth Management
Iowa
$5.68K
CG
1932
Curat Global
New Hampshire
$5.47K
FUBT
1933
First United Bank & Trust
Maryland
$5.25K
PWM
1934
Parkworth Wealth Management
California
$4.95K
KLWA
1935
Kelly Lawrence W & Associates
California
$4.9K
CWA
1936
Carolina Wealth Advisors
South Carolina
$4.76K
TCA
1937
Trifecta Capital Advisors
Illinois
$4.62K
KWM
1938
Kiker Wealth Management
Georgia
$4.26K
WW
1939
Winnow Wealth
Texas
$4.18K
SFA
1940
Semmax Financial Advisors
North Carolina
$4.06K
BAM
1941
Byrne Asset Management
New Jersey
$3.98K
WA
1942
WestEnd Advisors
North Carolina
$3.98K
HFS
1943
Hopwood Financial Services
Virginia
$3.96K
AFG
1944
Albion Financial Group
Utah
$3.83K
NWM
1945
Nova Wealth Management
Florida
$3.62K
RL
1946
Rogco LP
Oklahoma
$3.55K
BFPW
1947
BOK Financial Private Wealth
Colorado
$3.55K
MFC
1948
Mechanics Financial Corp
Ohio
$3.55K
CIM
1949
Contravisory Investment Management
Massachusetts
$3.48K
FWM
1950
FSA Wealth Management
Massachusetts
$3.3K