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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
WC
1976
Weil Company
California
$247K
CPWL
1977
Coquina Private Wealth LLC
Florida
$247K
TWA
1978
TCI Wealth Advisors
Arizona
$247K
PFM
1979
Patton Fund Management
Texas
$246K
5W
1980
5T Wealth
California
$246K
SI
1981
Seeds Investor
New York
$246K
PA
1982
Planning Alternatives
Michigan
$246K
SMF
1983
Sterling Manor Financial
New York
$245K
MC
1984
Mathes Company
New York
$245K
KCM
1985
Key Capital Management
Tennessee
$245K
FFA
1986
Fragasso Financial Advisors
Pennsylvania
$243K
MGWM
1987
Marks Group Wealth Management
Minnesota
$243K
OL
1988
one8zero8 LLC
North Carolina
$243K
GPW
1989
Genesis Private Wealth
Virginia
$242K
LWM
1990
Lyell Wealth Management
California
$242K
VHAM
1991
Van Hulzen Asset Management
California
$241K
CVA
1992
Central Valley Advisors
California
$241K
AFA
1993
Allium Financial Advisors
Oregon
$241K
EL
1994
Essex LLC
Illinois
$241K
MHWM
1995
Montz Harcus Wealth Management
Louisiana
$239K
VC
1996
Veery Capital
Delaware
$239K
HNB
1997
Hilltop National Bank
Wyoming
$239K
HWP
1998
Hibernia Wealth Partners
Louisiana
$239K
AWS
1999
Arkfeld Wealth Strategies
Nebraska
$239K
SWP
2000
Semus Wealth Partners
Florida
$238K