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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
WAG
2126
Wilkerson Advisory Group
Missouri
$111K
OAJ
2127
Ogorek Anthony Joseph
New York
$110K
OCM
2128
Orion Capital Management
California
$108K
PWA
2129
Physician Wealth Advisors
Utah
$107K
HI
2130
Hoey Investments
Pennsylvania
$105K
APW
2131
Aventura Private Wealth
Florida
$100K
OP
2132
ORG Partners
Indiana
$99.6K
JAM
2133
JCIC Asset Management
Ontario, Canada
$98.6K
QA
2134
Quattro Advisors
Pennsylvania
$98.1K
CPBTD
2135
Central Pacific Bank - Trust Division
Hawaii
$93.4K
JGIA
2136
Jackson Grant Investment Advisers
Connecticut
$92.7K
BC
2137
Bayforest Capital
United Kingdom
$90.7K
LWMI
2138
Legacy Wealth Management (Idaho)
Idaho
$89.4K
BHWM
2139
Beaird Harris Wealth Management
Texas
$87.4K
CPG
2140
Cornerstone Planning Group
New Jersey
$87.1K
ST
2141
Smithfield Trust
Pennsylvania
$87K
FRA
2142
Front Row Advisors
California
$85.8K
ACA
2143
Atlas Capital Advisors
Wyoming
$85.3K
DJSG
2144
D.J. St. Germain
Massachusetts
$85.1K
FDW
2145
Fourth Dimension Wealth
Ohio
$84.3K
HFM
2146
Hartford Financial Management
Connecticut
$84.1K
TFA
2147
Toth Financial Advisory
Virginia
$83.4K
KAS
2148
Kemnay Advisory Services
New York
$83K
NEWAS
2149
N.E.W. Advisory Services
Wisconsin
$82K
CIAS
2150
CBIZ Investment Advisory Services
Ohio
$81.3K