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Citigroup

2,204 hedge funds and large institutions have $140B invested in Citigroup in 2025 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 782 increasing their positions, 856 reducing their positions, and 92 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 856

1.78% less ownership

Funds ownership: 76.57%74.8% (-1.8%)

29% less call options, than puts

Call options by funds: $6.29B | Put options by funds: $8.9B

Holders
2,204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.29B
Puts
$8.9B
Net Calls
Net Calls Change

Top Sellers

1 -$1.53B
2 -$1.03B
3 -$716M
4
BlackRock
BlackRock
New York
-$350M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2001
Private Wealth Management Group
New Jersey
$58K
NSG
2002
Nalls Sherbakoff Group
Tennessee
$57K
GIA
2003
GHP Investment Advisors
Colorado
$55.7K
FP
2004
Financial Perspectives
Minnesota
$55.4K
CAL
2005
Capital Advisors Ltd
Ohio
$55K
ME
2006
McIlrath & Eck
Washington
$53.9K
FW
2007
Fairway Wealth
Ohio
$53.6K
IGAM
2008
iA Global Asset Management
Quebec, Canada
$53K
FFC
2009
First Financial Corp
Indiana
$52.1K
MIM
2010
MTM Investment Management
South Carolina
$51.8K
PPC
2011
Park Place Capital
Alabama
$51.8K
CAC
2012
Core Alternative Capital
Georgia
$51.7K
WB
2013
Webster Bank
Connecticut
$50.8K
GFL
2014
Granite FO LLC
New Hampshire
$50.8K
HCM
2015
Horrell Capital Management
Arkansas
$50.8K
MWM
2016
Mascoma Wealth Management
New Hampshire
$50.8K
JWM
2017
JPL Wealth Management
Colorado
$50.4K
WBC
2018
West Branch Capital
Massachusetts
$49.9K
BGA
2019
Battery Global Advisors
Massachusetts
$47.6K
LWMI
2020
Legacy Wealth Management (Idaho)
Idaho
$45.6K
CMP
2021
Coston McIsaac & Partners
Maine
$45K
DFA
2022
DHJJ Financial Advisors
Illinois
$44.6K
RTC
2023
Riverview Trust Company
Washington
$44.2K
HBW
2024
Hazlett, Burt & Watson
West Virginia
$44K
HWP
2025
Highline Wealth Partners
California
$42.4K