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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$12.3M +$6.4M +381,805 +123%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.1M +$86.4K +5,154 +0.9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$9.68M -$5.84M -348,077 -39%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.74M -$39.5K -2,355 -0.5%
BlackRock
5
BlackRock
New York
$8.35M +$515K +30,686 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.99M +$118K +7,058 +2%
GJL
7
Gendell Jeffrey L
$4.43M – – –
BFC
8
Banc Funds Company
Illinois
$4.39M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.78M -$161K -9,622 -4%
UBS Group
10
UBS Group
Switzerland
$3.03M +$1.58M +93,952 +124%
FL
11
Fourthstone LLC
Missouri
$2.99M -$5.99M -357,010 -68%
BCM
12
Bridgeway Capital Management
Texas
$2.78M – – –
DSC
13
Daytona Street Capital
Missouri
$2.7M +$2.54M +151,644 New
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.68M +$494K +29,466 +24%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.15M +$373K +22,227 +23%
State Street
16
State Street
Massachusetts
$1.82M +$7.08K +422 +0.4%
RBWA
17
RFG - Bristol Wealth Advisors
Massachusetts
$1.66M +$67.1K +4,000 +4%
PH
18
Pinnacle Holdings
Oklahoma
$1.63M – – –
Northern Trust
19
Northern Trust
Illinois
$1.41M -$107K -6,387 -7%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$1.05M -$62.3K -3,714 -6%
First Manhattan
21
First Manhattan
New York
$1.03M – – –
RA
22
Royce & Associates
New York
$868K -$675K -40,246 -45%
Two Sigma Investments
23
Two Sigma Investments
New York
$806K +$524K +31,232 +223%
Renaissance Technologies
24
Renaissance Technologies
New York
$786K +$40.2K +2,400 +6%
Morgan Stanley
25
Morgan Stanley
New York
$774K +$240K +14,328 +49%
1
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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.