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Choiceone Financial
COFS

Overview Fund Activity

88 hedge funds and large institutions have $155M invested in Choiceone Financial in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
21
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$25.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M
3
BFC
Banc Funds Company
Illinois
+$8.73M
4
GJL
Gendell Jeffrey L
+$6.67M
5
JAM
Jacobs Asset Management
New York
+$2.69M

Top Sellers

1
ZIM
Zacks Investment Management
Illinois
-$2.53M
2
SBH
Segall Bryant & Hamill
Illinois
-$2.18M
3
MCA
Mendon Capital Advisors
Florida
-$602K
4
CRC
Curi RMB Capital
Illinois
-$568K
5
BlackRock
BlackRock
New York
-$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.07M +$422K +14,664 +65%
EF
27
Empowered Funds
Pennsylvania
$883K +$66.5K +2,312 +8%
Millennium Management
28
Millennium Management
New York
$848K +$848K +29,459 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$833K -$118K -4,113 -12%
Cerity Partners
30
Cerity Partners
New York
$815K -$633 -22 -0.1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$785K -$17.1K -593 -2%
KCM
32
Kennedy Capital Management
Missouri
$782K – – –
Goldman Sachs
33
Goldman Sachs
New York
$781K -$143K -4,972 -15%
HAS
34
HBW Advisory Services
California
$713K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$685K -$170K -5,899 -20%
Charles Schwab
36
Charles Schwab
California
$682K – – –
LPL Financial
37
LPL Financial
California
$580K +$288 +10 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$533K +$32.1K +1,116 +6%
Barclays
39
Barclays
United Kingdom
$499K +$41.8K +1,449 +9%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$478K +$478K +16,605 New
Jane Street
41
Jane Street
New York
$477K +$477K +16,570 New
NL
42
Nuveen LLC
North Carolina
$459K +$459K +15,967 New
Squarepoint
43
Squarepoint
New York
$433K -$127K -4,419 -23%
UBS Group
44
UBS Group
Switzerland
$425K +$24.9K +865 +6%
Invesco
45
Invesco
Georgia
$366K -$43K -1,495 -11%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$329K +$329K +11,425 New
Stifel Financial
47
Stifel Financial
Missouri
$318K -$178K -6,189 -36%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$318K – – –
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$305K +$305K +10,607 New
GI
50
Gradient Investments
Minnesota
$268K +$268K +9,318 New
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