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Columbia Financial
CLBK

121 hedge funds and large institutions have $202M invested in Columbia Financial in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

8% more funds holding

Funds holding: 112 → 121 (+9)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.13% more ownership

Funds ownership: 12.72% → 12.85% (+0.13%)

4% less capital invested

Capital invested by funds: $211M → $202M (-$8.76M)

32% less call options, than puts

Call options by funds: $269K | Put options by funds: $396K

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
41
Reduced
40
Closed
9
Calls
$269K
Puts
$396K
Net Calls
-$127K
Net Calls Change
+$343K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.76M
2
CWM
Congress Wealth Management
Massachusetts
+$1.12M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1M
4
Morgan Stanley
Morgan Stanley
New York
+$928K
5
Jane Street
Jane Street
New York
+$830K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$4.45M
2
BlackRock
BlackRock
New York
-$973K
3
State Street
State Street
Massachusetts
-$853K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$589K
5
Norges Bank
Norges Bank
Norway
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Smartleaf Asset Management
Massachusetts
$3.12K -$263 -17 -8%
GI
102
GAMMA Investing
California
$2.58K +$1.71K +110 +177%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$2.58K +$2.67K +172 New
PWMG
104
Private Wealth Management Group
New Jersey
$1.47K +$1.52K +98 New
BIG
105
Brooklyn Investment Group
New York
$1.36K +$1.41K +91 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$1.23K – – –
Comerica Bank
107
Comerica Bank
Texas
$1.14K -$1.41K -91 -54%
HWM
108
Hemington Wealth Management
Virginia
$1K +$945 +61 +117%
JWA
109
JFS Wealth Advisors
Pennsylvania
$840 -$31 -2 -3%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$345 – – –
SIC
111
SJS Investment Consulting
Ohio
$315 -$46 -3 -13%
GFPC
112
Global Financial Private Client
Florida
$285 +$201 +13 +217%
DPW
113
DiNuzzo Private Wealth
Pennsylvania
$195 -$93 -6 -32%
TWD
114
True Wealth Design
Ohio
$180 +$186 +12 New
PWAM
115
Private Wealth Asset Management
Iowa
$135 +$139 +9 New
FFA
116
Farther Finance Advisors
California
$74 +$46 +3 +150%
PWM
117
Parkworth Wealth Management
California
$45 – – –
HIA
118
HFM Investment Advisors
New Jersey
$45 +$46 +3 New
BHWM
119
Bay Harbor Wealth Management
Maryland
$30 +$31 +2 New
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
– -$524K -33,119 Closed
HSBC Holdings
121
HSBC Holdings
United Kingdom
– -$474K -29,979 Closed
Verition Fund Management
122
Verition Fund Management
Connecticut
– -$279K -17,624 Closed
SSA
123
Schonfeld Strategic Advisors
New York
– -$201K -12,700 Closed
VOYA Investment Management
124
VOYA Investment Management
Georgia
– -$180K -11,398 Closed
RS
125
R Squared
Hong Kong
– -$2.21K -140 Closed
2 3 4
5
6

CLBK Hedge Fund Activity: Q1 2025 in Review

121 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2025, worth a combined $202M — down 4.2% from $211M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CLBK positions and 9 closed out — a net gain of 9 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.76M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $4.45M.

  • 121 institutional investors held Columbia Financial (CLBK) as of Q1 2025, up from 112 in Q4 2024.
  • Funds reported $202M of Columbia Financial stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 18 funds opened new Columbia Financial positions in Q1 2025 and 9 closed out, a net change of +9 holders.
  • The largest Columbia Financial buyer in Q1 2025 was Citadel Advisors, an estimated $2.76M added.
  • The largest Columbia Financial seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $4.45M sold.

Based on aggregated 13F filings for Q1 2025.