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Choiceone Financial

94 hedge funds and large institutions have $180M invested in Choiceone Financial in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 17

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $155M → $180M (+$24.8M)

7% more funds holding

Funds holding: 8894 (+6)

5.99% more ownership

Funds ownership: 35.76%41.74% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
43
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Shakespeare Wealth Management
Wisconsin
$1.08M
Squarepoint
27
Squarepoint
New York
$984K +$547K +19,263 +128%
KCM
28
Kennedy Capital Management
Missouri
$975K +$193K +6,817 +25%
EF
29
Empowered Funds
Pennsylvania
$968K +$85.7K +3,020 +10%
Two Sigma Investments
30
Two Sigma Investments
New York
$924K -$648K -22,833 -41%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$830K -$57 -2 -0%
UBS Group
32
UBS Group
Switzerland
$822K +$394K +13,866 +94%
Cerity Partners
33
Cerity Partners
New York
$815K +$2.44K +86 +0.3%
Goldman Sachs
34
Goldman Sachs
New York
$749K -$30.1K -1,062 -4%
HAS
35
HBW Advisory Services
California
$711K
Renaissance Technologies
36
Renaissance Technologies
New York
$703K -$588K -20,700 -46%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$677K -$431K -15,200 -39%
Citadel Advisors
38
Citadel Advisors
Florida
$636K -$1.48M -52,156 -70%
Bank of America
39
Bank of America
North Carolina
$625K +$363K +12,779 +142%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$595K +$373K +13,153 +174%
LPL Financial
41
LPL Financial
California
$577K -$1.99K -70 -0.3%
N
42
Nuveen
North Carolina
$568K +$108K +3,816 +24%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$561K +$547K +19,278 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$539K +$209K +7,356 +64%
HighTower Advisors
45
HighTower Advisors
Illinois
$531K
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$489K +$182K +6,430 +61%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$477K
Invesco
48
Invesco
Georgia
$410K +$44.6K +1,573 +12%
PMAM
49
Penn Mutual Asset Management
Pennsylvania
$387K +$142K +5,000 +59%
Osaic Holdings
50
Osaic Holdings
Arizona
$330K +$227K +8,000 +228%

COFS Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q2 2025, worth a combined $180M — up 16% from $155M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new COFS positions and 11 closed out — a net gain of 6 holders — while 43 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.2M. The largest seller was Fourthstone LLC, cutting an estimated $6.04M.

  • 94 institutional investors held Choiceone Financial (COFS) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $180M of Choiceone Financial stock for Q2 2025, up 16% quarter-over-quarter.
  • 17 funds opened new Choiceone Financial positions in Q2 2025 and 11 closed out, a net change of +6 holders.
  • The largest Choiceone Financial buyer in Q2 2025 was Vanguard Group, an estimated $10.2M added.
  • The largest Choiceone Financial seller in Q2 2025 was Fourthstone LLC, an estimated $6.04M sold.

Based on aggregated 13F filings for Q2 2025.