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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
FL
1
Fourthstone LLC
Missouri
$39M +$28.2M +879,547 +185%
BlackRock
2
BlackRock
New York
$14.8M -$402K -12,566 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.6M -$25.6K -801 -0.2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$11.5M +$12.8M +400,236 New
BFC
5
Banc Funds Company
Illinois
$8.73M +$9.71M +303,381 New
GJL
6
Gendell Jeffrey L
$6.67M +$7.42M +231,780 New
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.43M -$20.9K -652 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.47M +$67.8K +2,118 +1%
JAM
9
Jacobs Asset Management
New York
$4.49M +$3M +93,659 +150%
State Street
10
State Street
Massachusetts
$3.06M +$96K +3,000 +3%
American Century Companies
11
American Century Companies
Missouri
$2.96M +$1.06M +33,140 +47%
Citadel Advisors
12
Citadel Advisors
Florida
$2.14M +$1.6M +50,040 +206%
Northern Trust
13
Northern Trust
Illinois
$1.87M -$33.3K -1,041 -2%
BCM
14
Bridgeway Capital Management
Texas
$1.7M +$74K +2,312 +4%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.58M +$1.76M +55,032 New
Raymond James Financial
16
Raymond James Financial
Florida
$1.57M +$1.75M +54,608 New
MCM
17
Maltese Capital Management
New York
$1.5M – – –
CRC
18
Curi RMB Capital
Illinois
$1.47M -$632K -19,728 -28%
Morgan Stanley
19
Morgan Stanley
New York
$1.47M +$603K +18,833 +58%
MCA
20
Mendon Capital Advisors
Florida
$1.44M -$670K -20,928 -30%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.3M -$138K -4,300 -9%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.12M +$1.24M +38,800 New
ZIM
23
Zacks Investment Management
Illinois
$1.1M -$2.81M -87,804 -70%
Marshall Wace
24
Marshall Wace
United Kingdom
$1.09M +$1.22M +38,058 New
SWM
25
Shakespeare Wealth Management
Wisconsin
$1.08M -$35.2K -1,100 -3%
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.