Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CITIGROUP INC (C)

2K + 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
↑ +217
Streak
9Q ▲
Buyers last Q
56%

Smart Money Signals — C

Based on 2291 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
2,291 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 — +24% more funds vs a year ago

fund count last 6Q
+450 new funds entered over the past year (+24% 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 — 56% buying

1250 buying985 selling
Last quarter: 1,250 funds bought or added vs 985 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 (+80 vs last Q)

new funds entering per quarter
Funds opening a new C position: 211 → 199 → 269 → 349. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 18% new
1,497 out of 2,291 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.
💰

Value +15% but shares only +0% — price-driven

Value
+15%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +15%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

262 → 211 → 199 → 269 → 349 new funds/Q
New funds entering each quarter: 211 → 199 → 269 → 349. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 22% new
Of 2,416 current holders: 1,647 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
45 of 2291 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

189 top-rated funds 64 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
8.6
/ 10
conviction
Hedge Fund Positioning: C
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2416 2203 9.67%
13F Shares 1.47B 1.47B 0.16%
Total Value $168.18B $145.77B 15.38%
New Positions 352 271 +81
Increased Positions 1051 924 +127
Closed Positions 138 135 +3
Reduced Positions 1019 1011 +8
Total Calls 74 85 -12.94%
Total Puts 67 63 6.35%
PUT/CALL Ratio 0.91 0.74 Neutral

Statistics: C

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of C — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nexus Investment Management ULC 6.08% 383,198 $43.5M
2 Carmel Capital Management L.L.C. 5.75% 177,149 $20.1M
3 Hosking Partners LLP 4.58% 1,126,749 $127.8M
4 Eastover Investment Advisors LLC 4.04% 83,187 $9.4M
5 WealthBridge Investment Counsel Inc. 3.81% 110,184 $12K
6 Viewpoint Capital Management LLC 3.11% 58,640 $6.7M
7 PZENA INVESTMENT MANAGEMENT LLC 3.01% 8,175,364 $927.2M
8 Employees Provident Fund Board 2.87% 1,610,779 $67.3M
9 Verde Servicos Internacionais S.A. 2.78% 79,966 $9K
10 SHIKIAR ASSET MANAGEMENT INC 2.74% 83,865 $10K
11 TKG Advisors, LLC 2.67% 57,049 $6.5M
12 BOURGEON CAPITAL MANAGEMENT LLC 2.60% 132,722 $15.1M
13 Massachusetts Wealth Management 2.53% 51,475 $5.8M
14 Bank & Trust Co 2.47% 32,328 $3.7M
15 SIERRA SUMMIT ADVISORS LLC 2.45% 148,800 $16.9M
16 Axecap Investments, LLC 2.35% 30,162 $3.4M
17 Palouse Capital Management, Inc. 2.32% 30,926 $3.5M
18 Scott & Selber, Inc. 2.28% 77,773 $8.8M
19 apricus wealth, LLC 2.27% 40,990 $4.6M
20 CAPITAL MANAGEMENT CORP /VA 2.10% 108,380 $12.3M
21 THOMPSON INVESTMENT MANAGEMENT, INC. 2.05% 140,138 $15.9M
22 Oliver Luxxe Assets LLC 1.98% 116,707 $13.2M
23 AGP FRANKLIN, LLC 1.98% 34,910 $4.0M
24 Adams Asset Advisors, LLC 1.90% 149,307 $16.9M
25 Skylands Capital, LLC 1.89% 127,300 $14.4M
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 — 9 quarters in a row: For 9 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 — 56% buying: Last quarter: 1,250 funds bought or added vs 985 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 — 54% AUM from top-100 funds: 45 of 2291 holders are among the 100 largest funds by AUM, controlling 54% 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?

65% of holders stayed for 2+ years: 1,497 out of 2,291 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.

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.