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Citizens Financial Services

79 hedge funds and large institutions have $78.3M invested in Citizens Financial Services in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more funds holding

Funds holding: 7179 (+8)

4% more capital invested

Capital invested by funds: $75.2M → $78.3M (+$3.08M)

0.08% more ownership

Funds ownership: 26.91%26.99% (+0.08%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$56.7K -$120 -2 -0.2%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$43.2K
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.6K
SHIM
54
Stone House Investment Management
Pennsylvania
$39.3K -$31.3K -524 -45%
Legal & General Group
55
Legal & General Group
United Kingdom
$25.2K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$22.2K -$3.05K -51 -12%
AIP
57
Ameritas Investment Partners
Nebraska
$21.9K
Citigroup
58
Citigroup
New York
$20K -$106K -1,781 -84%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$20K +$60 +1 +0.3%
SCM
60
Sterling Capital Management
North Carolina
$17.4K +$10.4K +174 +151%
EWA
61
EverSource Wealth Advisors
Alabama
$14.4K -$2.39K -40 -14%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$14K -$174K -2,910 -93%
TRCT
63
Tower Research Capital (TRC)
New York
$13.3K -$66.4K -1,111 -83%
BBHC
64
Brown Brothers Harriman & Co
New York
$12.4K
AAP
65
Arax Advisory Partners
Colorado
$11.5K +$5.5K +92 +93%
AB
66
Amalgamated Bank
New York
$9K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.39K +40 +43%
CAL
68
Capital Advisors Ltd
Ohio
$5K
Optiver Holding
69
Optiver Holding
Netherlands
$4.82K +$4.78K +80 New
Osaic Holdings
70
Osaic Holdings
Arizona
$4.23K +$1.5K +25 +56%
BFS
71
Bare Financial Services
Pennsylvania
$2.29K
FFO
72
Fortitude Family Office
Arizona
$1.93K
EP
73
Essential Partners
California
$1.69K +$1.55K +26 +1,300%
C
74
Covestor
United Kingdom
$1K +$179 +3 +23%
IA
75
IFP Advisors
Florida
$121 +$120 +2 New

CZFS Hedge Fund Activity: Q3 2025 in Review

79 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q3 2025, worth a combined $78.3M — up 4.1% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CZFS positions and 5 closed out — a net gain of 8 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Trexquant Investment, opening a new position worth an estimated $370K. The largest seller was Bryn Mawr Capital Management, exiting entirely with an estimated $370K sold.

  • 79 institutional investors held Citizens Financial Services (CZFS) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $78.3M of Citizens Financial Services stock for Q3 2025, up 4.1% quarter-over-quarter.
  • 13 funds opened new Citizens Financial Services positions in Q3 2025 and 5 closed out, a net change of +8 holders.
  • The largest Citizens Financial Services buyer in Q3 2025 was Trexquant Investment, an estimated $370K added.
  • The largest Citizens Financial Services seller in Q3 2025 was Bryn Mawr Capital Management, an estimated $370K sold.

Based on aggregated 13F filings for Q3 2025.