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Citigroup

2,202 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 783 increasing their positions, 854 reducing their positions, and 91 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 854

1.73% less ownership

Funds ownership: 76.54%74.8% (-1.7%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.29B
Puts
$8.9B
Net Calls
Net Calls Change

Top Sellers

1 -$1.53B
2 -$1.03B
3 -$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
1926
Lugano Financial Advisors SA (LFA)
Switzerland
$142K
MSG
1927
Main Street Group
Virginia
$140K
MMG
1928
Monetary Management Group
Missouri
$140K
SP
1929
Saranac Partners
$139K
SWA
1930
SOA Wealth Advisors
New York
$138K
RFG
1931
REAP Financial Group
Texas
$137K
BGAI
1932
Bruce G. Allen Investments
Colorado
$137K
FCAS
1933
First Command Advisory Services
Texas
$136K
C
1934
Covestor
United Kingdom
$133K
OAJ
1935
Ogorek Anthony Joseph
New York
$131K
BIA
1936
Bell Investment Advisors
California
$127K
GCS
1937
Gordian Capital (Singapore)
Singapore
$127K
DIP
1938
DT Investment Partners
Pennsylvania
$127K
MA
1939
Montag & Associates
Georgia
$125K
DJSG
1940
D.J. St. Germain
Massachusetts
$124K
BCM
1941
Boreal Capital Management
Florida
$121K
TCOV
1942
Trust Company of Vermont
Vermont
$121K
AWM
1943
Activest Wealth Management
Florida
$119K
IRAG
1944
Investment Research & Advisory Group
Georgia
$118K
EWP
1945
Elevation Wealth Partners
California
$117K
WA
1946
WPG Advisers
Maryland
$117K
RA
1947
Rise Advisors
New York
$115K
AAG
1948
Armstrong Advisory Group
Massachusetts
$114K
SHM
1949
Sagard Holdings Management
Ontario, Canada
$112K
BBPWM
1950
Blue Bell Private Wealth Management
Pennsylvania
$111K