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Citizens Financial Services

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.

New
Increased
Maintained
Reduced
Closed

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: 6669 (+3)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$31.2M +$45.1M +757,488 +8,057%
BlackRock
2
BlackRock
New York
$18.9M +$140K +2,344 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.9M -$9.24K -155 -0.1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$6.73M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.08M +$121K +2,022 +2%
State Street
6
State Street
Massachusetts
$5.34M +$164K +2,756 +3%
HI
7
Hudock Inc
Pennsylvania
$2.36M +$5.07K +85 +0.2%
Northern Trust
8
Northern Trust
Illinois
$2.29M -$62.5K -1,048 -3%
Charles Schwab
9
Charles Schwab
California
$2.11M -$6.67K -112 -0.3%
American Century Companies
10
American Century Companies
Missouri
$1.62M +$344K +5,764 +26%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1M +$335K +5,622 +47%
DLP
12
De Lisle Partners
United Kingdom
$937K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$750K -$36.9K -620 -5%
SBH
14
Segall Bryant & Hamill
Illinois
$661K +$685K +11,499 New
GLA
15
Great Lakes Advisors
Illinois
$634K -$2.27K -38 -0.3%
WAM
16
Weatherly Asset Management
California
$566K
Morgan Stanley
17
Morgan Stanley
New York
$503K -$269K -4,515 -34%
Invesco
18
Invesco
Georgia
$478K -$68.2K -1,144 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$467K -$513K -8,611 -51%
MA
20
Minerva Advisors
Pennsylvania
$453K
Goldman Sachs
21
Goldman Sachs
New York
$429K -$399K -6,693 -47%
Wells Fargo
22
Wells Fargo
California
$400K +$3.58K +60 +0.9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$374K +$189K +3,175 +95%
TI
24
Trexquant Investment
Connecticut
$356K +$47.5K +797 +15%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$321K -$59.9K -1,005 -15%

CZFS Hedge Fund Activity: Q1 2025 in Review

69 of the 7,457 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.