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Citizens Community Bancorp
CZWI

81 hedge funds and large institutions have $106M invested in Citizens Community Bancorp in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $94.9M → $106M (+$10.7M)

7% more funds holding

Funds holding: 76 → 81 (+5)

1.54% more ownership

Funds ownership: 59.83% → 61.37% (+1.5%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.4M
2
UBS Group
UBS Group
Switzerland
+$1.58M
3
Two Sigma Investments
Two Sigma Investments
New York
+$524K
4
BlackRock
BlackRock
New York
+$515K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$494K

Top Sellers

1
FL
Fourthstone LLC
Missouri
-$5.99M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$5.84M
3
EF
Empowered Funds
Pennsylvania
-$1.04M
4
RA
Royce & Associates
New York
-$675K
5
GCP
GSA Capital Partners
United Kingdom
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$662K +$411K +24,506 +194%
Barclays
27
Barclays
United Kingdom
$661K +$22.2K +1,323 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$617K +$233K +13,910 +67%
RWM
29
Ritholtz Wealth Management
New York
$608K +$21.3K +1,268 +4%
Charles Schwab
30
Charles Schwab
California
$574K +$83.8K +5,000 +18%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$569K +$52.3K +3,119 +11%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$540K +$17.5K +1,044 +4%
Millennium Management
33
Millennium Management
New York
$527K +$2.16K +129 +0.4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$515K +$170K +10,154 +54%
Ameriprise
35
Ameriprise
Minnesota
$494K +$19.5K +1,161 +4%
AQR Capital Management
36
AQR Capital Management
Connecticut
$339K +$83.6K +4,987 +36%
BFIM
37
Beese Fulmer Investment Management
Ohio
$335K +$168 +10 +0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$321K – – –
SO
39
STRS Ohio
Ohio
$312K – – –
Jane Street
40
Jane Street
New York
$276K +$260K +15,506 New
NPT
41
National Philanthropic Trust
Pennsylvania
$271K +$255K +15,211 New
Prudential Financial
42
Prudential Financial
New Jersey
$270K +$254K +15,135 New
Bank of America
43
Bank of America
North Carolina
$218K +$61K +3,637 +42%
BMCM
44
Black Maple Capital Management
Wisconsin
$209K -$145K -8,659 -42%
P
45
&Partners
Tennessee
$200K – – –
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$195K -$34.1K -2,032 -16%
Wells Fargo
47
Wells Fargo
California
$189K +$54.9K +3,273 +44%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$135K -$27.5K -1,641 -18%
JP Morgan Chase
49
JP Morgan Chase
New York
$104K -$22.6K -1,349 -19%
MIM
50
MetLife Investment Management
New Jersey
$99.9K -$7.31K -436 -7%
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CZWI Hedge Fund Activity: Q4 2025 in Review

81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2025, worth a combined $106M — up 11% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZWI positions and 4 closed out — a net gain of 5 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $6.4M. The largest seller was Fourthstone LLC, cutting an estimated $5.99M.

  • 81 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $106M of Citizens Community Bancorp stock for Q4 2025, up 11% quarter-over-quarter.
  • 9 funds opened new Citizens Community Bancorp positions in Q4 2025 and 4 closed out, a net change of +5 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2025 was Wellington Management Group, an estimated $6.4M added.
  • The largest Citizens Community Bancorp seller in Q4 2025 was Fourthstone LLC, an estimated $5.99M sold.

Based on aggregated 13F filings for Q4 2025.