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Citizens Financial Services

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: 6669 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$25K -$3.81K -64 -13%
GI
52
GAMMA Investing
California
$24K +$21.2K +356 +584%
Legal & General Group
53
Legal & General Group
United Kingdom
$22.1K -$3.69K -62 -14%
AIP
54
Ameritas Investment Partners
Nebraska
$21K
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$19K
CCM
56
Coldstream Capital Management
Washington
$12.7K +$13.1K +220 New
TRCT
57
Tower Research Capital (TRC)
New York
$12.1K -$38.1K -639 -75%
BBHC
58
Brown Brothers Harriman & Co
New York
$11.8K
AB
59
Amalgamated Bank
New York
$9K
CAL
60
Capital Advisors Ltd
Ohio
$5K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.8K +47 +115%
SCM
62
Sterling Capital Management
North Carolina
$4.3K -$3.75K -63 -46%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.55K -$4.35K -73 -62%
BFS
64
Bare Financial Services
Pennsylvania
$2.21K +$2.27K +38 New
FFO
65
Fortitude Family Office
Arizona
$1.86K
AAP
66
Arax Advisory Partners
Colorado
$1.74K +$1.79K +30 New
RA
67
Rise Advisors
New York
$929 +$954 +16 New
EWA
68
EverSource Wealth Advisors
Alabama
$174 +$179 +3 New
TWD
69
True Wealth Design
Ohio
$59 +$60 +1 New
Citadel Advisors
70
Citadel Advisors
Florida
-$259K -4,137 Closed
SG Americas Securities
71
SG Americas Securities
New York
-$121K -1,938 Closed
Lazard Asset Management
72
Lazard Asset Management
New York
-$52K -844 Closed
AF
73
Allworth Financial
California
-$12.2K -206 Closed
C
74
Covestor
United Kingdom
-$656 -11 Closed
LFG
75
Larson Financial Group
Missouri
-$633 -10 Closed

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.