We are live on ! Find out more
CZFS icon

Citizens Financial Services

71 hedge funds and large institutions have $75.2M invested in Citizens Financial Services in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 6971 (+2)

15.47% less ownership

Funds ownership: 42.38%26.91% (-15%)

27% less capital invested

Capital invested by funds: $103M → $75.2M (-$27.9M)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$24.7K -$863 -15 -3%
Legal & General Group
52
Legal & General Group
United Kingdom
$24.5K +$1.96K +34 +9%
AIP
53
Ameritas Investment Partners
Nebraska
$21.4K -$58 -1 -0.3%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$19.4K
EWA
55
EverSource Wealth Advisors
Alabama
$16.4K +$15.9K +276 +9,200%
BBHC
56
Brown Brothers Harriman & Co
New York
$12.1K
AB
57
Amalgamated Bank
New York
$9K
SCM
58
Sterling Capital Management
North Carolina
$6.75K +$2.3K +40 +53%
AAP
59
Arax Advisory Partners
Colorado
$5.81K +$3.97K +69 +230%
CAL
60
Capital Advisors Ltd
Ohio
$5K -$58 -1 -1%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K +$230 +4 +5%
Osaic Holdings
62
Osaic Holdings
Arizona
$2.64K +$2.59K +45 New
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.58K
BFS
64
Bare Financial Services
Pennsylvania
$2.23K
FFO
65
Fortitude Family Office
Arizona
$1.88K
C
66
Covestor
United Kingdom
$1K +$748 +13 New
FFA
67
Farther Finance Advisors
California
$587 +$575 +10 New
VCM
68
Versant Capital Management
Arizona
$294 +$288 +5 New
IA
69
IFP Advisors
Florida
$235
EP
70
Essential Partners
California
$117 +$115 +2 New
TWD
71
True Wealth Design
Ohio
$60
LFG
72
Larson Financial Group
Missouri
$59 +$58 +1 New
Goldman Sachs
73
Goldman Sachs
New York
-$429K -7,467 Closed
TI
74
Trexquant Investment
Connecticut
-$356K -6,190 Closed
PP
75
PDT Partners
New York
-$250K -4,357 Closed

CZFS Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q2 2025, worth a combined $75.2M — down 27% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZFS positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Segall Bryant & Hamill, adding an estimated $922K. The largest seller was Nuveen, cutting an estimated $43.7M.

  • 71 institutional investors held Citizens Financial Services (CZFS) as of Q2 2025, up from 69 in Q1 2025.
  • Funds reported $75.2M of Citizens Financial Services stock for Q2 2025, down 27% quarter-over-quarter.
  • 9 funds opened new Citizens Financial Services positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Citizens Financial Services buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $922K added.
  • The largest Citizens Financial Services seller in Q2 2025 was Nuveen, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2025.