Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Citigroup Inc (C)

3K + Investors. Track Smart Money conviction in C. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +184
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — C

Based on 2649 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added C than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,649 hedge funds hold C right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+592 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

1375 buying1161 selling
Last quarter: 1,375 funds bought or added vs 1,161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+101 vs last Q)

new funds entering per quarter
Funds opening a new C position: 288 → 379 → 224 → 325. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
1,671 out of 2,649 hedge funds have held C for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

221 → 288 → 379 → 224 → 325 new funds/Q
New funds entering each quarter: 288 → 379 → 224 → 325. C is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 2,779 holders: 1,881 (68%) are 2+ year veterans, 289 entered 1–2 years ago, and 609 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
73 of 2633 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in C. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — C

In 2026 Q2, 1375 hedge funds were net buyers of C (325 opened a new position, 1050 added to an existing one), while 1161 reduced or exited (1020 trimmed, 141 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in C is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +184 funds (more new holders than closures). Total institutional holders: 2649.

Hedge Fund Ownership: C

How many hedge funds hold C — quarterly history vs. share price
Quarterly hedge fund ownership of C vs. share price

Market Analysis: C

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: C

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Citigroup Inc (C) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much C has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
C
-5.5%
XLF
+4.2%

C outperformed XLF by -9.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
C
-5.1%
XLF
-4.0%

Since the filing became public, C outperformed XLF by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

76 top-rated funds 58 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
8.3
/ 10
conviction
Hedge Fund Positioning: C
3K + Investors

Track Smart Money conviction in C. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2612 2465 5.96%
13F Shares 1.42B 1.43B -0.57%
Total Value $191.06B $154.70B 23.5%
New Positions 317 224 +93
Increased Positions 1013 948 +65
Closed Positions 154 202 -48
Reduced Positions 971 988 -17
Total Calls 79 78 1.28%
Total Puts 63 64 -1.56%
PUT/CALL Ratio 0.8 0.82 Neutral

Statistics: C

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in C. Verified SEC 13F-HR filings.

QUARTER:
Top 25 C holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kahn Brothers Group Inc 16.91% 840,897 $95.4M
2 American Financial Group Inc 15.55% 315,000 $44.1M
3 Terril Brothers, INC. 14.57% 403,786 $56.5M
4 Kazazian Asset Management, LLC 14.05% 111,694 $15.6M
5 Spectrum Financial Alliance Ltd LLC 13.20% 640,623 $89.7M
6 Thornburg Investment Management Inc 10.10% 7,546,686 $1.06B
7 Alden Global Capital LLC 8.76% 170,560 $23.9M
8 Salzhauer Michael 7.58% 158,427 $22.2M
9 Provident Living Financial Services, Inc. 7.29% 52,816 $7.4M
10 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7.17% 235,033 $32.9M
11 Marvin & Palmer Associates Inc 6.94% 78,786 $11.0M
12 Nexus Investment Management ULC 6.76% 370,573 $51.9M
13 Patient Capital Management, LLC 6.44% 1,403,477 $196.4M
14 Teewinot Capital Advisers, L.L.C. 6.22% 614,516 $86.0M
15 Connective Portfolio Management, LLC 6.06% 26,000 $3.6M
16 Certuity, LLC 5.84% 846,920 $118.5M
17 Huber Capital Management LLC 5.54% 268,755 $37.6M
18 Carmel Capital Management L.L.C. 5.44% 177,259 $24.8M
19 First Pacific Advisors, LP 5.22% 3,016,828 $422.2M
20 Rock Point Advisors, LLC 4.86% 141,928 $19.9M
21 Hosking Partners LLP 4.77% 1,026,006 $143.6M
22 Arrow Capital Pty Ltd 4.76% 40,000 $5.6M
23 Spahn Wealth & Retirement LLC 4.35% 48,355 $6.8M
24 Access Investment Management LLC 4.30% 120,118 $16.8M
25 Eastover Investment Advisors LLC 4.19% 76,061 $10.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Citigroup Inc (C)

What does the Smart Money Trend signal show for C?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added C than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for C?

Slight buying edge — 54% buying: Last quarter: 1,375 funds bought or added vs 1,161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for C holders?

Elite ownership — 64% AUM from top-100 funds: 73 of 2633 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in C. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held C?

63% of holders stayed for 2+ years: 1,671 out of 2,649 hedge funds have held C for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Citigroup Inc (C) following the 2026 Q2 hedge fund 13F filings?

As of today, C has moved -5.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), C has gained -5.5% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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