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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
JCM
1926
Jacobsen Capital Management
Utah
$271K
RPGK
1927
Retirement Planning Group (Kansas)
Kansas
$271K
CAC
1928
Core Alternative Capital
Georgia
$271K
RI
1929
Rinkey Investments
California
$270K
BFA
1930
Bill Few Associates
Pennsylvania
$269K
ATS
1931
Ashton Thomas Securities
New York
$269K
PFWA
1932
Paces Ferry Wealth Advisors
Georgia
$268K
EFMC
1933
Empire Financial Management Company
New York
$268K
BIA
1934
Beacon Investment Advisors
Maryland
$268K
AA
1935
Apriem Advisors
California
$267K
AWA
1936
A4 Wealth Advisors
North Carolina
$267K
TW
1937
Traveka Wealth
California
$267K
BFG
1938
Beacon Financial Group
Texas
$265K
CPSC
1939
Carl P. Sherr & Co
Massachusetts
$265K
FA
1940
FDx Advisors
Illinois
$265K
IFU
1941
iSAM Funds (UK)
United Kingdom
$265K
AP
1942
Advisortrust Partners
North Carolina
$264K
PT
1943
Plimoth Trust
Massachusetts
$264K
CT
1944
Clearstead Trust
Maine
$263K
SF
1945
Symphony Financial
Texas
$263K
SAM
1946
Smithbridge Asset Management
Pennsylvania
$263K
SPI
1947
Strategic Planning Inc
Ohio
$263K
TWM
1948
Tripletail Wealth Management
Florida
$263K
WA
1949
Wealth Architects
California
$260K
CWG
1950
Crown Wealth Group
North Carolina
$260K