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Citigroup

2,423 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 906 increasing their positions, 864 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:

2.55% more ownership

Funds ownership: 74.8%77.34% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 864

25% less call options, than puts

Call options by funds: $7.28B | Put options by funds: $9.76B

Holders
2,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
EI
2026
Ellevest Inc
New York
$225K
FG
2027
Foster Group
Iowa
$224K
CBTWT
2028
Community Bank & Trust (Waco, Texas)
Texas
$224K
CSB
2029
City State Bank
Iowa
$223K
VFG
2030
Victory Financial Group
Texas
$223K
AMPWP
2031
Alvarez & Marsal Private Wealth Partners
Florida
$223K
KFP
2032
Kerr Financial Planning
California
$222K
ACS
2033
Archford Capital Strategies
Illinois
$222K
JWM
2034
JGP Wealth Management
Oregon
$222K
RH
2035
RFG Holdings
Texas
$222K
PWMG
2036
Prestige Wealth Management Group
New Jersey
$221K
CWA
2037
Consilio Wealth Advisors
Washington
$221K
PCH
2038
PGIM Custom Harvest
New Jersey
$220K
HPM
2039
Hoxton Planning & Management
West Virginia
$220K
PNC
2040
Park National Corp
Ohio
$219K
LCM
2041
Leisure Capital Management
California
$219K
TSS
2042
Two Sigma Securities
New York
$219K
FGWP
2043
Founders Grove Wealth Partners
Virginia
$219K
BFO
2044
Biltmore Family Office
North Carolina
$219K
USB
2045
Union Savings Bank
Connecticut
$218K
WA
2046
WPG Advisers
Maryland
$217K
EWM
2047
Endowment Wealth Management
Wisconsin
$216K
GHA
2048
Granite Harbor Advisors
Texas
$216K
LWA
2049
Lantern Wealth Advisors
New York
$216K
FFG
2050
Fortem Financial Group
California
$215K