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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
CF
76
Corebridge Financial
Texas
-$128K -2,235 Closed
SFGP
77
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$42.6K -741 Closed
CCM
78
Coldstream Capital Management
Washington
-$12.7K -220 Closed
RA
79
Rise Advisors
New York
-$929 -16 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.