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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
DAM
2201
Davis Asset Management
California
$81.7K +$82K +720 New
TFA
2202
Toth Financial Advisory
Virginia
$81.1K
EA
2203
Evergreen Advisors
Tennessee
$80.7K +$81.1K +712 New
CT
2204
Clearstead Trust
Maine
$80.2K -$177K -1,550 -69%
HIM
2205
Hillsdale Investment Management
Ontario, Canada
$74.9K +$4.55K +40 +6%
WB
2206
Webster Bank
Connecticut
$73.7K +$17.1K +150 +30%
TGY2IT
2207
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$71.7K +$72K +632 New
JGCM
2208
Joseph Group Capital Management
Ohio
$71.6K +$18.7K +164 +35%
TC
2209
Truvestments Capital
Florida
$71.3K +$14.1K +124 +25%
PWMG
2210
Private Wealth Management Group
New Jersey
$71.3K +$6.61K +58 +10%
SC
2211
SouthState Corp
Florida
$71K +$16.1K +141 +29%
FCT
2212
First Community Trust
Iowa
$70.9K
NEWAS
2213
N.E.W. Advisory Services
Wisconsin
$69.5K -$10.2K -90 -13%
WTA
2214
Washington Trust Advisors
Massachusetts
$68.5K +$48.9K +429 +245%
BCM
2215
Berbice Capital Management
New York
$68K
SWIM
2216
Smallwood Wealth Investment Management
New Jersey
$67.6K +$27.9K +245 +70%
CWM
2217
Cranbrook Wealth Management
Michigan
$67.5K
BHWM
2218
Beaird Harris Wealth Management
Texas
$67.4K -$17.7K -155 -21%
CHC
2219
City Holding Co
West Virginia
$66K
FMP
2220
Financial Management Professionals
Texas
$65.2K +$22.9K +201 +54%
NSG
2221
Nalls Sherbakoff Group
Tennessee
$63.7K
CSC
2222
Caldwell Sutter Capital
California
$63.5K -$4.21K -37 -6%
KAS
2223
Kemnay Advisory Services
New York
$63.3K -$17.4K -153 -22%
FFA
2224
Frazier Financial Advisors
Ohio
$62.7K +$49K +430 +350%
GIA
2225
GHP Investment Advisors
Colorado
$62.3K

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.