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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
AIP
76
Ameritas Investment Partners
Nebraska
$16.6K
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$15.9K
PD
78
Point72 (DIFC)
United Arab Emirates
$14.2K +$15.8K +492 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$12K -$5.41K -169 -29%
TRCT
80
Tower Research Capital (TRC)
New York
$9.06K -$18.1K -564 -64%
AB
81
Amalgamated Bank
New York
$8K +$1.67K +52 +22%
SCM
82
Sterling Capital Management
North Carolina
$4.14K -$3.94K -123 -46%
BFPW
83
BOK Financial Private Wealth
Colorado
$3.88K +$4.32K +135 New
HCA
84
Harbor Capital Advisors
Illinois
$3K +$1.28K +40 +83%
HNB
85
Huntington National Bank
Ohio
$2.91K -$2.59K -81 -45%
GI
86
GAMMA Investing
California
$2.82K +$2.88K +90 +1,125%
GWM
87
Geneos Wealth Management
Colorado
$2.53K +$2.82K +88 New
C
88
Covestor
United Kingdom
$2K -$672 -21 -29%
SBH
89
Segall Bryant & Hamill
Illinois
-$2.18M -61,219 Closed
TI
90
Trexquant Investment
Connecticut
-$268K -7,519 Closed
HSBC Holdings
91
HSBC Holdings
United Kingdom
-$260K -7,173 Closed
SG Americas Securities
92
SG Americas Securities
New York
-$123K -3,456 Closed
CFB
93
Cullen/Frost Bankers
Texas
-$13.1K -409 Closed
AWM
94
Avior Wealth Management
Nebraska
-$12.3K -345 Closed
CA
95
Continuum Advisory
Idaho
-$5.03K -157 Closed
RS
96
R Squared
Hong Kong
-$3.92K -110 Closed
AF
97
Allworth Financial
California
-$2.79K -81 Closed
Federated Hermes
98
Federated Hermes
Pennsylvania
-$2.5K -70 Closed
BBHC
99
Brown Brothers Harriman & Co
New York
-$1.68K -47 Closed

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.