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Citigroup

2,024 hedge funds and large institutions have $108B invested in Citigroup in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 845 increasing their positions, 723 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 144

17% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 723

7% more capital invested

Capital invested by funds: $100B → $108B (+$7.45B)

6% more funds holding in top 10

Funds holding in top 10: 6468 (+4)

1.66% more ownership

Funds ownership: 75.23%76.88% (+1.7%)

2% more funds holding

Funds holding: 1,9932,024 (+31)

22% less call options, than puts

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

Holders
2,024
Holders Change
+31
Holders Change %
+1.56%
% of All Funds
27.14%
Holding in Top 10
68
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
207
Increased
845
Reduced
723
Closed
144
Calls
$5.11B
Puts
$6.58B
Net Calls
-$1.47B
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
MCI
1951
MRP Capital Investments
Georgia
$7.1K
SHF
1952
Safe Harbor Fiduciary
Florida
$7.1K +$7.63K +100 New
CFS
1953
Compass Financial Services
Iowa
$6.96K +$7.47K +98 New
TCM
1954
Tradewinds Capital Management
Washington
$6.75K
WCM
1955
WealthTrak Capital Management
Virginia
$6.75K +$3.43K +45 +90%
MSWA
1956
Marshall & Sterling Wealth Advisors
New York
$6.74K +$4.35K +57 +150%
MBFW
1957
Morton Brown Family Wealth
Pennsylvania
$6.32K +$5.26K +69 +345%
ABWM
1958
Alpine Bank Wealth Management
Colorado
$6.11K +$6.56K +86 New
CTA
1959
Colonial Trust Advisors
South Carolina
$5.89K
CT
1960
Coastline Trust
Rhode Island
$5.82K -$7.93K -104 -56%
IHWM
1961
Iron Horse Wealth Management
Iowa
$5.68K
CG
1962
Curat Global
New Hampshire
$5.47K +$5.87K +77 New
FUBT
1963
First United Bank & Trust
Maryland
$5.25K
PWM
1964
Parkworth Wealth Management
California
$4.95K +$229 +3 +4%
KLWA
1965
Kelly Lawrence W & Associates
California
$4.9K
CWA
1966
Carolina Wealth Advisors
South Carolina
$4.76K
TCA
1967
Trifecta Capital Advisors
Illinois
$4.62K
NSG
1968
Nalls Sherbakoff Group
Tennessee
$4.4K +$4.73K +62 New
KWM
1969
Kiker Wealth Management
Georgia
$4.26K +$4.58K +60 New
WW
1970
Winnow Wealth
Texas
$4.18K +$1.45K +19 +48%
SFA
1971
Semmax Financial Advisors
North Carolina
$4.06K
BAM
1972
Byrne Asset Management
New Jersey
$3.98K -$153 -2 -3%
WA
1973
WestEnd Advisors
North Carolina
$3.98K +$2.82K +37 +195%
HFS
1974
Hopwood Financial Services
Virginia
$3.96K +$4.27K +56 New
AFG
1975
Albion Financial Group
Utah
$3.83K

C Hedge Fund Activity: Q1 2025 in Review

2,024 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2025, worth a combined $108B — up 7.4% from $100B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new C positions and 144 closed out — a net gain of 63 holders — while 845 added to existing stakes and 723 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.19B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.03B sold.

  • 2,024 institutional investors held Citigroup (C) as of Q1 2025, up from 1,993 in Q4 2024.
  • Funds reported $108B of Citigroup stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 207 funds opened new Citigroup positions in Q1 2025 and 144 closed out, a net change of +63 holders.
  • The largest Citigroup buyer in Q1 2025 was Capital World Investors, an estimated $1.19B added.
  • The largest Citigroup seller in Q1 2025 was Berkshire Hathaway, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2025.