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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
SCA
2001
Scott Capital Advisors
Oregon
$238K
PFM
2002
Phillips Financial Management
Indiana
$238K
SWM
2003
SHP Wealth Management
Massachusetts
$238K
GSWM
2004
Golden State Wealth Management
California
$237K
DW30
2005
Drucker Wealth 3.0
New Jersey
$237K
GWM
2006
GK Wealth Management
Nevada
$236K
WIM
2007
Warwick Investment Management
Texas
$236K
CRWM
2008
Castle Rock Wealth Management
California
$236K
WAL
2009
W Advisors LLC
Tennessee
$235K
ICP
2010
Impact Capital Partners
Colorado
$235K
FCM
2011
Fourpath Capital Management
Oklahoma
$235K
KRW
2012
Kaufman Rossin Wealth
Florida
$235K
HIM
2013
Hanlon Investment Management
New Jersey
$234K
LC
2014
LCNB Corp
Ohio
$234K
CIC
2015
Crawford Investment Counsel
Georgia
$234K
FPWM
2016
FSB Premier Wealth Management
Iowa
$234K
PA
2017
PFG Advisors
Arizona
$234K
SC
2018
Sapient Capital
Indiana
$233K
CCAL
2019
City Center Advisors LLC
Michigan
$233K
HC
2020
Hoese & Co
Minnesota
$233K
RQS
2021
Ramsey Quantitative Systems
Kentucky
$233K
BF
2022
Brucke Financial
Indiana
$233K
EAM
2023
Empirical Asset Management
Massachusetts
$233K
LA
2024
Latitude Advisors
Florida
$233K
EW
2025
Elyxium Wealth
California
$232K