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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
FDW
2001
Fourth Dimension Wealth
Ohio
$1.56K -$123K -1,610 -99%
BFS
2002
Bare Financial Services
Pennsylvania
$1.49K +$1.6K +21 New
BWM
2003
Bernard Wealth Management
Michigan
$1.49K +$1.6K +21 New
IMC
2004
Investment Management Corporation
Virginia
$1.42K
CMA
2005
Cedar Mountain Advisors
Oregon
$1.42K
RWM
2006
Ruedi Wealth Management
Illinois
$1.42K
SWC
2007
Spectrum Wealth Counsel
Indiana
$1.42K
BHWM
2008
Bay Harbor Wealth Management
Maryland
$1.42K +$1.52K +20 New
IWP
2009
IAG Wealth Partners
Wisconsin
$1.35K +$1.14K +15 +375%
PWA
2010
Provenance Wealth Advisors
Florida
$1.21K
HHGA
2011
Halbert Hargrove Global Advisors
California
$1.04K +$1.14K +15 New
HC
2012
Hurley Capital
New York
$923
DWM
2013
Dogwood Wealth Management
Kansas
$923 +$991 +13 New
BIM
2014
Breakwater Investment Management
Washington
$852
HIA
2015
HFM Investment Advisors
New Jersey
$852 +$915 +12 New
HIW
2016
Holos Integrated Wealth
Pennsylvania
$568
HWM
2017
HighMark Wealth Management
Minnesota
$430
LFA
2018
LGT Financial Advisors
Texas
$426
PCTC
2019
Perkins Coie Trust Company
Washington
$425 +$458 +6 New
TC
2020
Tacita Capital
Ontario, Canada
$355
BMC
2021
Bear Mountain Capital
Washington
$347 +$381 +5 New
GA
2022
GoalVest Advisory
New York
$213 +$229 +3 New
GWMI
2023
Guardian Wealth Management (Illinois)
Illinois
$35
ACA
2024
American Capital Advisory
Idaho
$24
Berkshire Hathaway
2025
Berkshire Hathaway
Nebraska
-$1.03B -14,639,502 Closed

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.