Gradient Investments Boosts Citigroup Stake by 564%

Investment firm increases holdings in financial services giant in Q4 2025

Mar. 23, 2026 at 10:26am

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Gradient Investments LLC significantly increased its position in Citigroup Inc. (NYSE:C) during the fourth quarter of 2025, raising its holdings by 564.5% to 155,423 shares worth $18.1 million. The firm was one of several institutional investors that boosted their stakes in Citigroup last quarter as the bank's stock price fluctuated amid broader market volatility.

Why it matters

Citigroup is one of the world's largest financial services companies, with a diverse range of consumer and commercial banking, credit card, wealth management, and institutional services businesses. Tracking changes in major institutional ownership can provide insights into investor sentiment and future performance expectations for the company.

The details

Gradient Investments purchased an additional 132,035 shares of Citigroup in Q4 2025, bringing its total holdings to 155,423 shares. The firm's increased stake represents a 564.5% jump from the previous quarter. Other notable institutional investors that boosted their Citigroup positions last quarter include Capital World Investors, Fisher Asset Management, and Franklin Resources.

  • Gradient Investments increased its Citigroup holdings in the fourth quarter of 2025.

The players

Gradient Investments LLC

An investment management firm that raised its position in Citigroup by 564.5% in Q4 2025.

Citigroup Inc.

A global financial services company headquartered in New York City, providing a broad range of banking and financial products and services.

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The takeaway

Gradient Investments' significant increase in Citigroup holdings suggests the firm sees potential upside in the bank's stock, which could signal broader investor optimism about Citigroup's future performance and the health of the broader financial sector.