Citizens Financial Services
CZFS
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
11% more funds holding
Funds holding: 71 → 79 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$370K |
| 2 |
Millennium Management
New York
|
+$362K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$299K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$261K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCM
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
-$370K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 3 |
WAM
Weatherly Asset Management
Del Mar,
California
|
-$295K |
| 4 |
Morgan Stanley
New York
|
-$220K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
Sunbelt Securities
Houston,
Texas
| $121 | +$120 | +2 | New |
|
|
TWD
77
True Wealth Design
Akron,
Ohio
| $61 | – | – | – |
|
|
AF
78
Allworth Financial
Folsom,
California
| $61 | +$60 | +1 | New |
|
|
TIM
79
Tortoise Investment Management
White Plains,
New York
| $60 | +$60 | +1 | New |
|
|
BMCM
80
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| – | -$370K | -6,305 | Closed |
|
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$319K | -5,428 | Closed |
|
82
Raymond James Financial
St Petersburg,
Florida
| – | -$124K | -2,106 | Closed |
|
|
VCM
83
Versant Capital Management
Phoenix,
Arizona
| – | -$294 | -5 | Closed |
|
|
LFG
84
Larson Financial Group
St Louis,
Missouri
| – | -$59 | -1 | Closed |
|
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.