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Columbia Financial

122 hedge funds and large institutions have $196M invested in Columbia Financial in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 121122 (+1)

0.01% more ownership

Funds ownership: 12.85%12.86% (+0.01%)

3% less capital invested

Capital invested by funds: $202M → $196M (-$6.13M)

90% less call options, than puts

Call options by funds: $84K | Put options by funds: $836K

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
34
Closed
16
Calls
$84K
Puts
$836K
Net Calls
-$752K
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
GAMMA Investing
California
$1.35K -$1.13K -79 -46%
Comerica Bank
102
Comerica Bank
Texas
$1.1K
PFBT
103
Parkside Financial Bank & Trust
Missouri
$1.01K +$997 +70 New
HWM
104
Hemington Wealth Management
Virginia
$1K -$427 -30 -27%
JWA
105
JFS Wealth Advisors
Pennsylvania
$958 +$142 +10 +18%
RIL
106
Rothschild Investment LLC
Illinois
$943 +$926 +65 New
EP
107
Essential Partners
California
$464 +$456 +32 New
FFO
108
Fortitude Family Office
Arizona
$392 +$385 +27 New
TWD
109
True Wealth Design
Ohio
$363 +$185 +13 +108%
SAM
110
Smartleaf Asset Management
Massachusetts
$337 -$2.61K -183 -89%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$334
PWM
112
Parkworth Wealth Management
California
$319 +$271 +19 +633%
SIC
113
SJS Investment Consulting
Ohio
$233 -$71 -5 -24%
DPW
114
DiNuzzo Private Wealth
Pennsylvania
$233 +$43 +3 +23%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$145 +$142 +10 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$131 -$1.04K -73 -89%
PWAM
117
Private Wealth Asset Management
Iowa
$131
HIA
118
HFM Investment Advisors
New Jersey
$116 +$71 +5 +167%
RWM
119
Rialto Wealth Management
New York
$59 +$57 +4 New
FFA
120
Farther Finance Advisors
California
$58 -$14 -1 -20%
BHWM
121
Bay Harbor Wealth Management
Maryland
$43 +$14 +1 +50%
T. Rowe Price Investment Management
122
T. Rowe Price Investment Management
Maryland
-$14.3M -951,930 Closed
Norges Bank
123
Norges Bank
Norway
-$684K -45,590 Closed
TSS
124
Two Sigma Securities
New York
-$227K -15,150 Closed
CF
125
Corebridge Financial
Texas
-$201K -13,387 Closed

CLBK Hedge Fund Activity: Q2 2025 in Review

122 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2025, worth a combined $196M — down 3% from $202M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CLBK positions and 16 closed out — a net gain of 3 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.07M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $14.3M sold.

  • 122 institutional investors held Columbia Financial (CLBK) as of Q2 2025, up from 121 in Q1 2025.
  • Funds reported $196M of Columbia Financial stock for Q2 2025, down 3% quarter-over-quarter.
  • 19 funds opened new Columbia Financial positions in Q2 2025 and 16 closed out, a net change of +3 holders.
  • The largest Columbia Financial buyer in Q2 2025 was Royal Bank of Canada, an estimated $2.07M added.
  • The largest Columbia Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2025.