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Citizens Community Bancorp

50 hedge funds and large institutions have $79.5M invested in Citizens Community Bancorp in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4850 (+2)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.29% more ownership

Funds ownership: 55.05%55.34% (+0.29%)

12% less capital invested

Capital invested by funds: $89.9M → $79.5M (-$10.5M)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$539K -$24.5K -1,605 -4%
State Street
27
State Street
Massachusetts
$500K
BMCM
28
Black Maple Capital Management
Wisconsin
$412K
Citadel Advisors
29
Citadel Advisors
Florida
$285K +$114K +7,430 +60%
SSA
30
Schonfeld Strategic Advisors
New York
$283K +$110K +7,190 +57%
HF
31
HRT Financial
New York
$277K +$295K +19,311 New
BFIM
32
Beese Fulmer Investment Management
Ohio
$270K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$248K -$61.2K -3,999 -19%
CWM
34
Congress Wealth Management
Massachusetts
$216K
JG
35
Jain Global
New York
$152K +$162K +10,571 New
Renaissance Technologies
36
Renaissance Technologies
New York
$145K -$116K -7,574 -43%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$144K +$154K +10,043 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$91K -$1.44K -94 -1%
Morgan Stanley
39
Morgan Stanley
New York
$90.7K +$59.4K +3,882 +160%
UBS Group
40
UBS Group
Switzerland
$33.9K -$19.6K -1,285 -35%
Barclays
41
Barclays
United Kingdom
$26.9K +$18.9K +1,233 +193%
SOW
42
State of Wyoming
Wyoming
$23.8K +$6.44K +421 +34%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$23K -$4.22K -276 -15%
CFFP
44
Center for Financial Planning
Michigan
$14.4K
Citigroup
45
Citigroup
New York
$7.03K -$95.4K -6,236 -93%
Osaic Holdings
46
Osaic Holdings
Arizona
$4.5K
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$4.14K +$4.4K +288 New
TRCT
48
Tower Research Capital (TRC)
New York
$4.11K +$4.37K +286 New
Bank of America
49
Bank of America
North Carolina
$1.08K +$31 +2 +3%
Wells Fargo
50
Wells Fargo
California
$12 +$15 +1 New

CZWI Hedge Fund Activity: Q1 2025 in Review

50 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2025, worth a combined $79.5M — down 12% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CZWI positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.88M. The largest seller was Fourthstone LLC, cutting an estimated $1.82M.

  • 50 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $79.5M of Citizens Community Bancorp stock for Q1 2025, down 12% quarter-over-quarter.
  • 6 funds opened new Citizens Community Bancorp positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2025 was Millennium Management, an estimated $1.88M added.
  • The largest Citizens Community Bancorp seller in Q1 2025 was Fourthstone LLC, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2025.