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Citizens Financial Services
CZFS

69 hedge funds and large institutions have $103M invested in Citizens Financial Services in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

31% more capital invested

Capital invested by funds: $78.5M → $103M (+$24.6M)

16.06% more ownership

Funds ownership: 26.32% → 42.38% (+16%)

5% more funds holding

Funds holding: 66 → 69 (+3)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$45.1M
2
SBH
Segall Bryant & Hamill
Illinois
+$685K
3
American Century Companies
American Century Companies
Missouri
+$344K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$335K
5
Jane Street
Jane Street
New York
+$258K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$513K
2
Goldman Sachs
Goldman Sachs
New York
-$399K
3
Morgan Stanley
Morgan Stanley
New York
-$269K
4
Citadel Advisors
Citadel Advisors
Florida
-$259K
5
Barclays
Barclays
United Kingdom
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$306K -$15.9K -267 -5%
SO
27
STRS Ohio
Ohio
$296K – – –
Barclays
28
Barclays
United Kingdom
$271K -$130K -2,174 -32%
UBS Group
29
UBS Group
Switzerland
$269K +$74.5K +1,250 +36%
PP
30
PDT Partners
New York
$250K +$65.7K +1,103 +34%
Jane Street
31
Jane Street
New York
$249K +$258K +4,334 New
Deutsche Bank
32
Deutsche Bank
Germany
$245K -$37.1K -623 -13%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$232K +$298 +5 +0.1%
BCM
34
Bridgeway Capital Management
Texas
$227K – – –
Citigroup
35
Citigroup
New York
$213K -$22.2K -373 -9%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$210K +$19.1K +321 +10%
Bank of America
37
Bank of America
North Carolina
$200K -$100K -1,682 -33%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$177K -$24.5K -411 -12%
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$155K +$4.71K +79 +3%
MIM
40
MetLife Investment Management
New Jersey
$153K – – –
CF
41
Corebridge Financial
Texas
$128K -$1.91K -32 -1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$107K – – –
NB
43
NBT Bank
New York
$69.6K +$72.2K +1,211 New
MCM
44
MAI Capital Management
Ohio
$54.2K – – –
PFSRSONJ
45
Police & Firemen's Retirement System of New Jersey
New Jersey
$52.7K – – –
SFGP
46
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$42.6K – – –
Nisa Investment Advisors
47
Nisa Investment Advisors
Missouri
$41.2K – – –
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.6K +$42.1K +707 New
SHIM
49
Stone House Investment Management
Pennsylvania
$37.5K +$38.9K +652 New
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$27.4K -$4.35K -73 -13%
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CZFS Hedge Fund Activity: Q1 2025 in Review

69 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q1 2025, worth a combined $103M — up 31% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CZFS positions and 8 closed out — a net gain of 3 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Nuveen, adding an estimated $45.1M. The largest seller was JP Morgan Chase, cutting an estimated $513K.

  • 69 institutional investors held Citizens Financial Services (CZFS) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $103M of Citizens Financial Services stock for Q1 2025, up 31% quarter-over-quarter.
  • 11 funds opened new Citizens Financial Services positions in Q1 2025 and 8 closed out, a net change of +3 holders.
  • The largest Citizens Financial Services buyer in Q1 2025 was Nuveen, an estimated $45.1M added.
  • The largest Citizens Financial Services seller in Q1 2025 was JP Morgan Chase, an estimated $513K sold.

Based on aggregated 13F filings for Q1 2025.