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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$45.1M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$685K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$344K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$335K |
| 5 |
Jane Street
New York
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$513K |
| 2 |
Goldman Sachs
New York
|
-$399K |
| 3 |
Morgan Stanley
New York
|
-$269K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$259K |
| 5 |
Barclays
London,
United Kingdom
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
76
Creekmur Asset Management
Morton,
Illinois
| – | -$506 | -8 | Closed |
|
77
Osaic Holdings
Scottsdale,
Arizona
| – | -$127 | -2 | 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.