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Choiceone Financial

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: 7888 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$259K -$66.3K -2,071 -19%
PMAM
52
Penn Mutual Asset Management
Pennsylvania
$245K +$272K +8,500 New
HI
53
Hoey Investments
Pennsylvania
$237K +$264K +8,235 New
CFA
54
Capstone Financial Advisors
Illinois
$233K +$259K +8,100 New
NAS
55
NWF Advisory Services
California
$230K -$74.1K -2,316 -22%
AWA
56
Acorn Wealth Advisors
Michigan
$228K +$254K +7,924 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$223K +$92.1K +2,876 +59%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$218K -$18.9K -590 -7%
Deutsche Bank
59
Deutsche Bank
Germany
$209K -$38.6K -1,207 -14%
CSS
60
Cubist Systematic Strategies
Connecticut
$195K +$217K +6,766 New
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$190K -$104K -3,260 -33%
Citigroup
62
Citigroup
New York
$181K -$19.8K -618 -9%
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$145K +$7.49K +234 +5%
Wells Fargo
64
Wells Fargo
California
$144K +$3.59K +112 +2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$130K -$33.1K -1,034 -19%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$123K
MIM
67
MetLife Investment Management
New Jersey
$120K
CF
68
Corebridge Financial
Texas
$117K -$1.92K -60 -1%
Osaic Holdings
69
Osaic Holdings
Arizona
$101K +$72.4K +2,262 +181%
GC
70
Globeflex Capital
California
$86.3K
PFSRSONJ
71
Police & Firemen's Retirement System of New Jersey
New Jersey
$65K
MFS
72
Mattson Financial Services
Michigan
$46.9K -$30.3K -945 -37%
LSV Asset Management
73
LSV Asset Management
Illinois
$37K -$114K -3,558 -73%
Legal & General Group
74
Legal & General Group
United Kingdom
$21.4K
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$17.9K

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.