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Citigroup

2,466 hedge funds and large institutions have $150B invested in Citigroup in 2026 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 972 increasing their positions, 978 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 156

0% more funds holding

Funds holding: 2,4592,466 (+7)

1% less repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 978

1.54% less ownership

Funds ownership: 77.51%75.97% (-1.5%)

7% less capital invested

Capital invested by funds: $162B → $150B (-$11.3B)

17% less funds holding in top 10

Funds holding in top 10: 10285 (-17)

19% less call options, than puts

Call options by funds: $6.23B | Put options by funds: $7.67B

Holders
2,466
Holders Change
+7
Holders Change %
+0.28%
% of All Funds
30.18%
Holding in Top 10
85
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.67%
% of All Funds
1.04%
New
209
Increased
972
Reduced
978
Closed
156
Calls
$6.23B
Puts
$7.67B
Net Calls
-$1.44B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
2101
Granite Harbor Advisors
Texas
$206K -$3.99K -35 -2%
AW
2102
Avion Wealth
Texas
$206K +$4.44K +39 +2%
SI
2103
Saxon Interests
Texas
$206K -$1.71K -15 -0.8%
FFG
2104
Fortem Financial Group
California
$204K -$4.55K -40 -2%
LFA
2105
Lauterbach Financial Advisors
Texas
$204K +$1.14K +10 +0.6%
GWMIA
2106
Global Wealth Management Investment Advisory
Florida
$203K -$456 -4 -0.2%
AWA
2107
AGH Wealth Advisors
Kansas
$202K +$203K +1,785 New
SW
2108
SkyOak Wealth
Michigan
$202K
EL
2109
Essex LLC
Illinois
$201K -$32.7K -287 -14%
WFG
2110
Wills Financial Group
Virginia
$201K +$185K +1,621 New
WSFG
2111
Wall Street Financial Group
Illinois
$201K +$201K +1,768 New
ICP
2112
Interchange Capital Partners
Pennsylvania
$200K -$842K -7,398 -76%
KFAS
2113
Keating Financial Advisory Services
Kansas
$199K +$35.1K +308 +21%
VFM
2114
Vision Financial Markets
Connecticut
$198K
BIAS
2115
Beacon Investment Advisory Services
New Jersey
$197K -$304K -2,667 -61%
SIA
2116
Strategic Investment Advisors
Michigan
$193K +$194K +1,704 New
CM
2117
Caption Management
Oklahoma
$193K +$194K +1,700 New
SGK
2118
Steigerwald Gordon & Koch
Virginia
$192K -$8.54K -75 -4%
PWAM
2119
Private Wealth Asset Management
Iowa
$192K +$17.5K +154 +10%
TPWA
2120
Twin Peaks Wealth Advisors
California
$190K +$114 +1 +0.1%
IGAM
2121
iA Global Asset Management
Quebec, Canada
$190K +$191K +1,678 New
WA
2122
WPG Advisers
Maryland
$190K -$20.6K -181 -10%
AWM
2123
Activest Wealth Management
Florida
$190K +$26K +228 +16%
B
2124
Bayban
Minnesota
$187K +$27.3K +240 +17%
RFG
2125
REAP Financial Group
Texas
$187K +$18.6K +163 +11%

C Hedge Fund Activity: Q1 2026 in Review

2,466 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2026, worth a combined $150B — down 7% from $162B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new C positions and 156 closed out — a net gain of 53 holders — while 972 added to existing stakes and 978 trimmed.

The largest buyer was Franklin Resources, adding an estimated $544M. The largest seller was BlackRock, cutting an estimated $895M.

  • 2,466 institutional investors held Citigroup (C) as of Q1 2026, up from 2,459 in Q4 2025.
  • Funds reported $150B of Citigroup stock for Q1 2026, down 7% quarter-over-quarter.
  • 209 funds opened new Citigroup positions in Q1 2026 and 156 closed out, a net change of +53 holders.
  • The largest Citigroup buyer in Q1 2026 was Franklin Resources, an estimated $544M added.
  • The largest Citigroup seller in Q1 2026 was BlackRock, an estimated $895M sold.

Based on aggregated 13F filings for Q1 2026.