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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
SOW
76
State of Wyoming
Wyoming
$15.7K +$15.5K +547 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$15.3K +$3.29K +116 +28%
SCM
78
Sterling Capital Management
North Carolina
$11.1K +$6.87K +242 +168%
AB
79
Amalgamated Bank
New York
$8K
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$5.4K +$5.34K +188 New
UBS AM
81
UBS AM
Illinois
$4.59K +$4.54K +160 New
HI
82
Hoey Investments
Pennsylvania
$3.88K -$230K -8,100 -98%
HCA
83
Harbor Capital Advisors
Illinois
$3K
HNB
84
Huntington National Bank
Ohio
$2.9K
C
85
Covestor
United Kingdom
$2K +$85 +3 +6%
GI
86
GAMMA Investing
California
$1.61K -$1.19K -42 -43%
AF
87
Allworth Financial
California
$1.32K +$1.31K +46 New
GWM
88
Geneos Wealth Management
Colorado
$1.26K -$1.25K -44 -50%
RIL
89
Rothschild Investment LLC
Illinois
$1.15K +$1.14K +40 New
IA
90
IFP Advisors
Florida
$746 +$511 +18 New
EP
91
Essential Partners
California
$603 +$596 +21 New
EWA
92
EverSource Wealth Advisors
Alabama
$517 +$511 +18 New
S
93
SignatureFD
Georgia
$517 +$511 +18 New
US Bancorp
94
US Bancorp
Minnesota
$144 +$142 +5 New
ZIM
95
Zacks Investment Management
Illinois
-$1.1M -38,335 Closed
Marshall Wace
96
Marshall Wace
United Kingdom
-$1.09M -38,058 Closed
Millennium Management
97
Millennium Management
New York
-$848K -29,459 Closed
Jane Street
98
Jane Street
New York
-$477K -16,570 Closed
CSS
99
Cubist Systematic Strategies
Connecticut
-$195K -6,766 Closed
CF
100
Corebridge Financial
Texas
-$117K -4,083 Closed

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.