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Citigroup
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Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Bank of America
Bank of America
North Carolina
+$887M
3
Amundi
Amundi
France
+$380M
4
Capital International Investors
Capital International Investors
California
+$282M
5
Wells Fargo
Wells Fargo
California
+$188M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.03B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$442M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$378M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$169M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
1951
PFG Private Wealth Management
Florida
$3.12K – – –
RFA
1952
Reyes Financial Architecture
California
$3.12K +$3.12K +44 New
CFFP
1953
Center for Financial Planning
Michigan
$3.05K +$497 +7 +19%
PS
1954
PayPay Securities
Japan
$2.99K -$1.21K -17 -29%
RJA
1955
Ross\Johnson & Associates
Minnesota
$2.98K +$2.98K +42 New
JFG
1956
JDM Financial Group
Texas
$2.7K -$2.13K -30 -44%
BL
1957
BFSG LLC
California
$2.56K – – –
MFT
1958
Moisand Fitzgerald Tamayo
Florida
$2.49K – – –
SRCM
1959
Signature Resources Capital Management
California
$2.13K – – –
GK
1960
Graney & King
New York
$2.13K – – –
PW
1961
Pandora Wealth
Illinois
$2.13K +$2.13K +30 New
OCM
1962
Osterweis Capital Management
California
$2.13K +$2.13K +30 New
PP
1963
PrairieView Partners
Minnesota
$2K – – –
PWA
1964
Principia Wealth Advisory
Texas
$1.86K -$1.22K -19 -40%
STB
1965
S&T Bank
Pennsylvania
$1.85K – – –
VWWMG
1966
Vermillion & White Wealth Management Group
Pennsylvania
$1.63K – – –
RWM
1967
Rialto Wealth Management
New York
$1.63K +$1.63K +23 New
FDW
1968
Fourth Dimension Wealth
Ohio
$1.56K -$114K -1,610 -99%
BFS
1969
Bare Financial Services
Pennsylvania
$1.49K +$1.49K +21 New
BWM
1970
Bernard Wealth Management
Michigan
$1.49K +$1.49K +21 New
IMC
1971
Investment Management Corporation
Virginia
$1.42K – – –
SWC
1972
Spectrum Wealth Counsel
Indiana
$1.42K – – –
CMA
1973
Cedar Mountain Advisors
Oregon
$1.42K – – –
RWM
1974
Ruedi Wealth Management
Illinois
$1.42K – – –
BHWM
1975
Bay Harbor Wealth Management
Maryland
$1.42K +$1.42K +20 New
77 78
79
80 81