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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
OCM
2151
Osterweis Capital Management
California
$149K
SN
2152
Sittner & Nelson
Oregon
$144K -$38.8K -341 -21%
HDIM
2153
Hanson & Doremus Investment Management
Vermont
$144K
DIP
2154
DT Investment Partners
Pennsylvania
$142K
BAM
2155
Byrne Asset Management
New Jersey
$140K +$141K +1,235 New
PIS
2156
POM Investment Strategies
North Carolina
$139K +$139K +1,222 New
EWP
2157
Elevation Wealth Partners
California
$136K +$797 +7 +0.6%
BCM
2158
Boreal Capital Management
Florida
$136K
SWA
2159
SOA Wealth Advisors
New York
$135K -$11.2K -98 -8%
IRAG
2160
Investment Research & Advisory Group
Georgia
$135K +$683 +6 +0.5%
MA
2161
Montag & Associates
Georgia
$134K
VWM
2162
Valley Wealth Managers
New Jersey
$134K +$134K +1,178 New
HCA
2163
Harbor Capital Advisors
Illinois
$129K -$24.9K -219 -16%
AAG
2164
Armstrong Advisory Group
Massachusetts
$129K -$1.14K -10 -0.9%
CPG
2165
Cornerstone Planning Group
New Jersey
$126K +$25.4K +223 +29%
BGAI
2166
Bruce G. Allen Investments
Colorado
$124K -$34.4K -302 -22%
BG
2167
Bollard Group
Massachusetts
$124K +$14.6K +128 +13%
KA
2168
Kozak & Associates
Colorado
$119K +$2.05K +18 +2%
AWM
2169
Abound Wealth Management
Tennessee
$116K +$49.6K +436 +74%
SL
2170
Salomon & Ludwin
Virginia
$115K -$456 -4 -0.4%
VWA
2171
VSM Wealth Advisory
Maryland
$113K
OCWP
2172
Owl Creek Wealth Partners
Colorado
$113K +$113K +995 New
BC
2173
Bayforest Capital
United Kingdom
$112K +$24.4K +214 +28%
ACM
2174
Anfield Capital Management
California
$112K +$89.5K +786 +391%
PWA
2175
Physician Wealth Advisors
Utah
$110K +$6.49K +57 +6%

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.