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Citizens Community Bancorp

63 hedge funds and large institutions have $82M invested in Citizens Community Bancorp in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

26% more funds holding

Funds holding: 5063 (+13)

4.16% more ownership

Funds ownership: 55.34%59.5% (+4.2%)

3% more capital invested

Capital invested by funds: $79.5M → $82M (+$2.52M)

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
21
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$13.2M -$254K -17,885 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.67M +$622K +43,768 +9%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.84M -$173K -12,163 -2%
BFC
4
Banc Funds Company
Illinois
$5.69M -$806K -56,746 -12%
BlackRock
5
BlackRock
New York
$5.47M +$4.17M +293,739 +285%
FCM
6
FJ Capital Management
Virginia
$5.29M -$2.26M -159,248 -29%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.45M +$251K +17,644 +6%
FL
8
Fourthstone LLC
Missouri
$3.49M +$1.54M +108,242 +75%
GJL
9
Gendell Jeffrey L
$3.43M -$37.2K -2,618 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.96M +$1.64M +115,171 +116%
BCM
11
Bridgeway Capital Management
Texas
$2.44M -$4.29K -302 -0.2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.57M
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.55M +$208K +14,617 +15%
RA
14
Royce & Associates
New York
$1.55M -$47.5K -3,341 -3%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.36M -$15.9K -1,118 -1%
State Street
16
State Street
Massachusetts
$1.32M +$864K +60,811 +175%
PH
17
Pinnacle Holdings
Oklahoma
$1.26M
Northern Trust
18
Northern Trust
Illinois
$1.23M +$734K +51,670 +138%
RBWA
19
RFG - Bristol Wealth Advisors
Massachusetts
$1.23M -$21.8K -1,535 -2%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$873K +$3.37K +237 +0.4%
EF
21
Empowered Funds
Pennsylvania
$843K -$4.29K -302 -0.5%
First Manhattan
22
First Manhattan
New York
$795K
Millennium Management
23
Millennium Management
New York
$678K -$1.41M -99,178 -67%
Renaissance Technologies
24
Renaissance Technologies
New York
$615K +$490K +34,500 +342%
RWM
25
Ritholtz Wealth Management
New York
$536K +$9.72K +684 +2%

CZWI Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2025, worth a combined $82M — up 3.2% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CZWI positions and 7 closed out — a net gain of 13 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $4.17M. The largest seller was FJ Capital Management, cutting an estimated $2.26M.

  • 63 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $82M of Citizens Community Bancorp stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 20 funds opened new Citizens Community Bancorp positions in Q2 2025 and 7 closed out, a net change of +13 holders.
  • The largest Citizens Community Bancorp buyer in Q2 2025 was BlackRock, an estimated $4.17M added.
  • The largest Citizens Community Bancorp seller in Q2 2025 was FJ Capital Management, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2025.