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.
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%)
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.58M |
| 3 |
Two Sigma Investments
New York
|
+$524K |
| 4 |
BlackRock
New York
|
+$515K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$494K |
Top Sellers
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$5.99M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.84M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.04M |
| 4 |
RA
Royce & Associates
New York
|
-$675K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $517 | +$369 | +22 | +314% |
|
77
UBS AM
Chicago,
Illinois
| $214 | +$201 | +12 | New |
|
|
TWD
78
True Wealth Design
Akron,
Ohio
| $179 | -$17 | -1 | -9% |
|
|
RIL
79
Rothschild Investment LLC
Chicago,
Illinois
| $89 | +$50 | +3 | +150% |
|
|
SIC
80
SJS Investment Consulting
Sylvania,
Ohio
| $54 | +$50 | +3 | New |
|
|
MCM
81
MAI Capital Management
Independence,
Ohio
| $36 | +$34 | +2 | New |
|
|
EF
82
Empowered Funds
Havertown,
Pennsylvania
| – | -$1.04M | -64,585 | Closed |
|
|
GCP
83
GSA Capital Partners
London,
United Kingdom
| – | -$387K | -24,054 | Closed |
|
|
AAP
84
Arax Advisory Partners
Denver,
Colorado
| – | -$8.12K | -505 | Closed |
|
|
CA
85
Clearstead Advisors
Cleveland,
Ohio
| – | -$97 | -6 | Closed |
|
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.