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Citigroup

2,392 hedge funds and large institutions have $161B invested in Citigroup in 2025 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 900 increasing their positions, 859 reducing their positions, and 104 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:

2.17% more ownership

Funds ownership: 74.8%76.97% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 859

25% less call options, than puts

Call options by funds: $7.25B | Put options by funds: $9.71B

Holders
2,392
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
$7.25B
Puts
$9.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2101
Boreal Capital Management
Florida
$139K
EWP
2102
Elevation Wealth Partners
California
$139K
MA
2103
Montag & Associates
Georgia
$138K
IRAG
2104
Investment Research & Advisory Group
Georgia
$137K
RF
2105
Rossby Financial
Florida
$135K
AAG
2106
Armstrong Advisory Group
Massachusetts
$133K
KBFS
2107
Kohmann Bosshard Financial Services
Ohio
$133K
TAM
2108
Tucker Asset Management
Colorado
$131K
BGA
2109
Battery Global Advisors
Massachusetts
$131K
SVWA
2110
Sarver Vrooman Wealth Advisors
Missouri
$128K
BBPWM
2111
Blue Bell Private Wealth Management
Pennsylvania
$128K
CB
2112
Community Bank
New York
$128K
MAM
2113
Morse Asset Management
Connecticut
$125K
SL
2114
Salomon & Ludwin
Virginia
$123K
CW
2115
Curio Wealth
Maryland
$121K
PGAM
2116
Princeton Global Asset Management
New Jersey
$120K
GAFA
2117
Garton & Associates Financial Advisors
Kentucky
$118K
FCMT
2118
Founders Capital Management (Texas)
Texas
$117K
VWA
2119
VSM Wealth Advisory
Maryland
$117K
SC
2120
Solstein Capital
California
$117K
VIS
2121
Vega Investment Solutions
France
$114K
NI
2122
NCP Inc
California
$114K
BG
2123
Bollard Group
Massachusetts
$112K
KA
2124
Kozak & Associates
Colorado
$112K
PP
2125
Pacifica Partners
Canada
$112K