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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
FL
1
Fourthstone LLC
Missouri
$32.8M -$6.04M -212,691 -16%
BlackRock
2
BlackRock
New York
$24.6M +$9.76M +344,000 +67%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.9M +$10.2M +360,520 +82%
AllianceBernstein
4
AllianceBernstein
Tennessee
$10.3M -$1.15M -40,455 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.31M +$3.8M +133,999 +70%
State Street
6
State Street
Massachusetts
$6.52M +$3.43M +120,700 +113%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.49M +$71.2K +2,509 +1%
ProShare Advisors
8
ProShare Advisors
Maryland
$5.97M +$5.91M +208,105 New
JAM
9
Jacobs Asset Management
New York
$4.6M +$117K +4,119 +3%
GJL
10
Gendell Jeffrey L
$4.26M -$2.36M -83,232 -36%
BFC
11
Banc Funds Company
Illinois
$3.89M -$4.77M -167,946 -55%
Northern Trust
12
Northern Trust
Illinois
$3.82M +$1.93M +68,108 +105%
American Century Companies
13
American Century Companies
Missouri
$2.85M -$105K -3,704 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.74M +$1.65M +58,207 +157%
Morgan Stanley
15
Morgan Stanley
New York
$2.38M +$909K +32,043 +63%
BCM
16
Bridgeway Capital Management
Texas
$1.79M +$85.7K +3,020 +5%
Raymond James Financial
17
Raymond James Financial
Florida
$1.67M +$106K +3,733 +7%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.55M +$858K +30,220 +127%
MCM
19
Maltese Capital Management
New York
$1.49M
CRC
20
Curi RMB Capital
Illinois
$1.48M +$9.56K +337 +0.7%
MCA
21
Mendon Capital Advisors
Florida
$1.44M
BBHC
22
Brown Brothers Harriman & Co
New York
$1.34M +$1.33M +46,747 New
Charles Schwab
23
Charles Schwab
California
$1.24M +$556K +19,586 +83%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.22M +$432K +15,219 +56%
Barclays
25
Barclays
United Kingdom
$1.21M +$707K +24,926 +144%

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.