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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
ACM
2026
Accent Capital Management
Ohio
$41.8K
AT
2027
Avalon Trust
New Mexico
$41.6K
SIS
2028
Strategic Investment Solutions
Illinois
$41.3K
MAM
2029
Meeder Asset Management
Ohio
$41.2K
TCM
2030
TruNorth Capital Management
Michigan
$40.6K
HHMI
2031
Howard Hughes Medical Institute
Maryland
$40.2K
TIM
2032
Tortoise Investment Management
New York
$40.2K
CCM
2033
Cloud Capital Management
Washington
$40K
CWM
2034
Consultiva Wealth Management
Puerto Rico
$38.5K
AEPWM
2035
Atlantic Edge Private Wealth Management
Florida
$38K
TFM
2036
TFC Financial Management
Massachusetts
$36.4K
AWM
2037
Abound Wealth Management
Tennessee
$36.4K
FMP
2038
Financial Management Professionals
Texas
$35.5K
WFA
2039
West Financial Advisors
Iowa
$35.3K
ITIM
2040
Indiana Trust & Investment Management
Indiana
$34.5K
WOC
2041
West Oak Capital
California
$33.6K
SWIM
2042
Smallwood Wealth Investment Management
New Jersey
$33.6K
GA
2043
Guerra Advisors
Florida
$33.4K
CCMI
2044
Creative Capital Management Investments
California
$33.3K
RS
2045
Rakuten Securities
Japan
$32.4K
DF
2046
Dunhill Financial
United Kingdom
$32.4K
DAM
2047
Draper Asset Management
New York
$32.2K
MSWM
2048
Mowery & Schoenfeld Wealth Management
Illinois
$30.4K
LAM
2049
LOM Asset Management
$30K
HWM
2050
Horizons Wealth Management
North Carolina
$28.7K