Citizens Financial Services
CZFS
83 hedge funds and large institutions have $77.9M invested in Citizens Financial Services in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
5% more funds holding
Funds holding: 79 → 83 (+4)
1.42% more ownership
Funds ownership: 26.99% → 28.41% (+1.4%)
0% less capital invested
Capital invested by funds: $78.3M → $77.9M (-$371K)
20% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$921K |
| 2 |
BlackRock
New York
|
+$876K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$421K |
| 4 |
B
Bailard
Foster City,
California
|
+$412K |
| 5 |
Millennium Management
New York
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$634K |
| 2 |
Jane Street
New York
|
-$268K |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$234K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$217K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Smartleaf Asset Management
Boston,
Massachusetts
| $1.83K | +$1.82K | +32 | New |
|
|
FFO
77
Fortitude Family Office
Scottsdale,
Arizona
| $1.82K | – | – | – |
|
|
NA
78
NewEdge Advisors
New Orleans,
Louisiana
| $575 | +$569 | +10 | New |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $114 | – | – | – |
|
|
SS
80
Sunbelt Securities
Houston,
Texas
| $114 | – | – | – |
|
|
RIL
81
Rothschild Investment LLC
Chicago,
Illinois
| $114 | +$114 | +2 | New |
|
|
TWD
82
True Wealth Design
Akron,
Ohio
| $58 | – | – | – |
|
|
QC
83
Quadrature Capital
London,
United Kingdom
| – | -$234K | -3,868 | Closed |
|
|
84
Franklin Resources
San Mateo,
California
| – | -$217K | -3,600 | Closed |
|
|
C
85
Covestor
London,
United Kingdom
| – | -$626 | -11 | -69% |
|
|
AF
86
Allworth Financial
Folsom,
California
| – | -$61 | -1 | Closed |
|
|
TIM
87
Tortoise Investment Management
White Plains,
New York
| – | -$60 | -1 | Closed |
|
CZFS Hedge Fund Activity: Q4 2025 in Review
83 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q4 2025, worth a combined $77.9M — down 0.47% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CZFS positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 30 trimmed.
The largest buyer was Cyndeo Wealth Partners, opening a new position worth an estimated $921K. The largest seller was Segall Bryant & Hamill, cutting an estimated $634K.
- 83 institutional investors held Citizens Financial Services (CZFS) as of Q4 2025, up from 79 in Q3 2025.
- Funds reported $77.9M of Citizens Financial Services stock for Q4 2025, down 0.47% quarter-over-quarter.
- 8 funds opened new Citizens Financial Services positions in Q4 2025 and 4 closed out, a net change of +4 holders.
- The largest Citizens Financial Services buyer in Q4 2025 was Cyndeo Wealth Partners, an estimated $921K added.
- The largest Citizens Financial Services seller in Q4 2025 was Segall Bryant & Hamill, an estimated $634K sold.
Based on aggregated 13F filings for Q4 2025.