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Citigroup

2,020 hedge funds and large institutions have $121B invested in Citigroup in 2025 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 847 increasing their positions, 741 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
+28
Holders Change %
+1.41%
% of All Funds
27.09%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.13%
New
196
Increased
847
Reduced
741
Closed
127
Calls
$7.24B
Puts
$7.68B
Net Calls
-$442M
Net Calls Change
+$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
MCI
1951
MRP Capital Investments
Georgia
$8.51K
QPBE
1952
Quintet Private Bank (Europe)
Luxembourg
$8.51K
FDCP
1953
Foster Dykema Cabot & Partners
Massachusetts
$8.51K
SHF
1954
Safe Harbor Fiduciary
Florida
$8.51K
HRC
1955
Hoertkorn Richard Charles
$8.51K
FGA
1956
Fortis Group Advisors
New Jersey
$8.51K
PMFA
1957
Plante Moran Financial Advisors
Michigan
$8.43K -$5.96K -70 -41%
CTA
1958
Colonial Trust Advisors
South Carolina
$8.28K +$1.2K +14 +17%
PWM
1959
Parkworth Wealth Management
California
$8.27K +$2.3K +27 +39%
TCM
1960
Tradewinds Capital Management
Washington
$8.17K +$85 +1 +1%
MSWA
1961
Marshall & Sterling Wealth Advisors
New York
$8.09K
SRCM
1962
Signature Resources Capital Management
California
$7.92K +$5.36K +63 +210%
ABWM
1963
Alpine Bank Wealth Management
Colorado
$7.32K
CT
1964
Coastline Trust
Rhode Island
$6.98K
WCM
1965
WealthTrak Capital Management
Virginia
$6.81K -$1.28K -15 -16%
CG
1966
Curat Global
New Hampshire
$6.55K
MBFW
1967
Morton Brown Family Wealth
Pennsylvania
$5.87K -$1.7K -20 -22%
QWM
1968
Quaker Wealth Management
New Jersey
$5.7K +$5.7K +67 New
CWA
1969
Carolina Wealth Advisors
South Carolina
$5.7K
IWM
1970
IMG Wealth Management
Florida
$5.7K +$5.7K +67 New
PWA
1971
Principia Wealth Advisory
Texas
$5.62K +$3.15K +37 +128%
SFA
1972
Semmax Financial Advisors
North Carolina
$5.3K +$93 +1 +2%
BHWM
1973
Bay Harbor Wealth Management
Maryland
$5.28K +$3.58K +42 +210%
LFA
1974
Legend Financial Advisors
Pennsylvania
$5.19K +$5.19K +61 New
LFA
1975
Livelsberger Financial Advisory
Ohio
$5.02K +$5.02K +59 New