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Citizens Community Bancorp

76 hedge funds and large institutions have $94.9M invested in Citizens Community Bancorp in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

21% more funds holding

Funds holding: 6376 (+13)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $82M → $94.9M (+$12.9M)

0.34% more ownership

Funds ownership: 59.5%59.83% (+0.34%)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
22
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$473K -$308K -19,679 -40%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$469K +$458K +29,277 New
Morgan Stanley
28
Morgan Stanley
New York
$468K +$132K +8,436 +41%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$463K +$9.96K +636 +2%
Charles Schwab
30
Charles Schwab
California
$437K
Ameriprise
31
Ameriprise
Minnesota
$427K +$416K +26,575 New
GCP
32
GSA Capital Partners
United Kingdom
$387K +$109K +6,985 +41%
Citadel Advisors
33
Citadel Advisors
Florida
$333K -$246K -15,707 -43%
BMCM
34
Black Maple Capital Management
Wisconsin
$327K -$129K -8,251 -29%
BFIM
35
Beese Fulmer Investment Management
Ohio
$302K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$301K +$23K +1,471 +9%
Osaic Holdings
37
Osaic Holdings
Arizona
$291K +$235K +15,013 +500%
SO
38
STRS Ohio
Ohio
$281K
AQR Capital Management
39
AQR Capital Management
Connecticut
$226K +$220K +14,035 New
Two Sigma Investments
40
Two Sigma Investments
New York
$225K +$220K +14,024 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$208K +$203K +12,973 New
Goldman Sachs
42
Goldman Sachs
New York
$203K +$198K +12,624 New
P
43
&Partners
Tennessee
$180K
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$148K +$6.62K +423 +5%
Bank of America
45
Bank of America
North Carolina
$138K +$70.2K +4,487 +110%
Wells Fargo
46
Wells Fargo
California
$118K +$18.8K +1,199 +19%
JP Morgan Chase
47
JP Morgan Chase
New York
$116K +$41.6K +2,659 +58%
MIM
48
MetLife Investment Management
New Jersey
$97.1K
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$72.1K -$11.9K -759 -14%
Deutsche Bank
50
Deutsche Bank
Germany
$71.2K +$69.4K +4,432 New

CZWI Hedge Fund Activity: Q3 2025 in Review

76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2025, worth a combined $94.9M — up 16% from $82M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CZWI positions and 5 closed out — a net gain of 14 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.26M. The largest seller was FJ Capital Management, exiting entirely with an estimated $5.29M sold.

  • 76 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $94.9M of Citizens Community Bancorp stock for Q3 2025, up 16% quarter-over-quarter.
  • 19 funds opened new Citizens Community Bancorp positions in Q3 2025 and 5 closed out, a net change of +14 holders.
  • The largest Citizens Community Bancorp buyer in Q3 2025 was Fourthstone LLC, an estimated $4.26M added.
  • The largest Citizens Community Bancorp seller in Q3 2025 was FJ Capital Management, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2025.