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Citizens Financial Services
CZFS

Overview Fund Activity

70 hedge funds and large institutions have $75.2M invested in Citizens Financial Services in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBH
Segall Bryant & Hamill
Illinois
$1.62M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
$703K
3
State Street
State Street
Massachusetts
$5.84M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.35M
5
QCM
Quantinno Capital Management
New York
$246K

Top Sellers

1
NL
Nuveen LLC
North Carolina
$423K
2
BlackRock
BlackRock
New York
$18.8M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
TI
Trexquant Investment
Connecticut
$0
5
PP
PDT Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$24.7K -$881 -15 -3%
Legal & General Group
52
Legal & General Group
United Kingdom
$24.5K +$2K +34 +9%
AIP
53
Ameritas Investment Partners
Nebraska
$21.4K -$59 -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 +$16.2K +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 +$2.35K +40 +53%
AAP
59
Arax Advisory Partners
Colorado
$5.81K +$4.05K +69 +230%
CAL
60
Capital Advisors Ltd
Ohio
$5K -$60 -1 -1%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K +$217 +4 +5%
Osaic Holdings
62
Osaic Holdings
Arizona
$2.64K +$2.64K +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 +$1K +13 New
FFA
67
Farther Finance Advisors
California
$587 +$587 +10 New
VCM
68
Versant Capital Management
Arizona
$294 +$294 +5 New
IA
69
IFP Advisors
Florida
$235 – – –
TWD
70
True Wealth Design
Ohio
$60 – – –
LFG
71
Larson Financial Group
Missouri
$59 +$59 +1 New
Goldman Sachs
72
Goldman Sachs
New York
– -$429K -7,467 Closed
TI
73
Trexquant Investment
Connecticut
– -$356K -6,190 Closed
PP
74
PDT Partners
New York
– -$250K -4,357 Closed
CF
75
Corebridge Financial
Texas
– -$128K -2,235 Closed
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