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Choiceone Financial
COFS

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

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $117M → $155M (+$37.6M)

13% more funds holding

Funds holding: 78 → 88 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.93% less ownership

Funds ownership: 36.68% → 35.76% (-0.93%)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
21
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$28.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$12.8M
3
BFC
Banc Funds Company
Illinois
+$9.71M
4
GJL
Gendell Jeffrey L
+$7.42M
5
JAM
Jacobs Asset Management
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
ZIM
Zacks Investment Management
Illinois
-$2.81M
2
SBH
Segall Bryant & Hamill
Illinois
-$2.18M
3
MCA
Mendon Capital Advisors
Florida
-$670K
4
CRC
Curi RMB Capital
Illinois
-$632K
5
BlackRock
BlackRock
New York
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.07M +$469K +14,664 +65%
EF
27
Empowered Funds
Pennsylvania
$883K +$74K +2,312 +8%
Millennium Management
28
Millennium Management
New York
$848K +$943K +29,459 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$833K -$132K -4,113 -12%
Cerity Partners
30
Cerity Partners
New York
$815K -$704 -22 -0.1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$785K -$19K -593 -2%
KCM
32
Kennedy Capital Management
Missouri
$782K – – –
Goldman Sachs
33
Goldman Sachs
New York
$781K -$159K -4,972 -15%
HAS
34
HBW Advisory Services
California
$713K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$685K -$189K -5,899 -20%
Charles Schwab
36
Charles Schwab
California
$682K – – –
LPL Financial
37
LPL Financial
California
$580K +$320 +10 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$533K +$35.7K +1,116 +6%
Barclays
39
Barclays
United Kingdom
$498K +$46.4K +1,449 +9%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$478K +$532K +16,605 New
Jane Street
41
Jane Street
New York
$477K +$530K +16,570 New
N
42
Nuveen
North Carolina
$459K – – –
Squarepoint
43
Squarepoint
New York
$433K -$141K -4,419 -23%
UBS Group
44
UBS Group
Switzerland
$425K +$27.7K +865 +6%
Invesco
45
Invesco
Georgia
$366K -$47.9K -1,495 -11%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$329K +$366K +11,425 New
Stifel Financial
47
Stifel Financial
Missouri
$318K -$198K -6,189 -36%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$318K – – –
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$305K +$340K +10,607 New
GI
50
Gradient Investments
Minnesota
$268K +$298K +9,318 New
1
2
3 4

COFS Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q1 2025, worth a combined $155M — up 32% from $117M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COFS positions and 11 closed out — a net gain of 10 holders — while 21 added to existing stakes and 32 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $28.2M. The largest seller was Zacks Investment Management, cutting an estimated $2.81M.

  • 88 institutional investors held Choiceone Financial (COFS) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $155M of Choiceone Financial stock for Q1 2025, up 32% quarter-over-quarter.
  • 21 funds opened new Choiceone Financial positions in Q1 2025 and 11 closed out, a net change of +10 holders.
  • The largest Choiceone Financial buyer in Q1 2025 was Fourthstone LLC, an estimated $28.2M added.
  • The largest Choiceone Financial seller in Q1 2025 was Zacks Investment Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2025.