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Columbia Financial
CLBK

130 hedge funds and large institutions have $202M invested in Columbia Financial in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

7% more funds holding

Funds holding: 122 → 130 (+8)

3% more capital invested

Capital invested by funds: $196M → $202M (+$6.28M)

0.03% less ownership

Funds ownership: 12.86% → 12.83% (-0.03%)

98% less call options, than puts

Call options by funds: $12K | Put options by funds: $597K

Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
50
Reduced
29
Closed
10
Calls
$12K
Puts
$597K
Net Calls
-$585K
Net Calls Change
+$167K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$1.07M
2
Two Sigma Investments
Two Sigma Investments
New York
+$987K
3
Creative Planning
Creative Planning
Kansas
+$942K
4
BlackRock
BlackRock
New York
+$930K
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$885K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.71M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.04M
4
UBS Group
UBS Group
Switzerland
-$998K
5
UBS AM
UBS AM
Illinois
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
101
Point72 (DIFC)
United Arab Emirates
$5.87K +$5.83K +391 New
US Bancorp
102
US Bancorp
Minnesota
$5.52K +$2.31K +155 +73%
Optiver Holding
103
Optiver Holding
Netherlands
$5.49K +$5.45K +366 New
EP
104
Essential Partners
California
$4.59K +$4.08K +274 +856%
RFP
105
Root Financial Partners
California
$3.89K +$3.86K +259 New
GI
106
GAMMA Investing
California
$1.4K – – –
Comerica Bank
107
Comerica Bank
Texas
$1.14K – – –
PFBT
108
Parkside Financial Bank & Trust
Missouri
$1.05K – – –
HWM
109
Hemington Wealth Management
Virginia
$1K +$462 +31 +37%
AW
110
Avion Wealth
Texas
$1K +$1.04K +70 New
ACM
111
Aster Capital Management
United Arab Emirates
$991 +$983 +66 New
RIL
112
Rothschild Investment LLC
Illinois
$976 – – –
JWA
113
JFS Wealth Advisors
Pennsylvania
$901 -$89 -6 -9%
PWA
114
Physician Wealth Advisors
Utah
$526 +$521 +35 New
ASN
115
Advisory Services Network
Georgia
$465 +$462 +31 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$450 +$313 +21 +233%
TWD
117
True Wealth Design
Ohio
$406 +$30 +2 +8%
FFO
118
Fortitude Family Office
Arizona
$405 – – –
WANY
119
Wealthspire Advisors (New York)
New York
$360 +$358 +24 New
SAM
120
Smartleaf Asset Management
Massachusetts
$346 – – –
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$345 – – –
SIC
122
SJS Investment Consulting
Ohio
$271 +$30 +2 +13%
DPW
123
DiNuzzo Private Wealth
Pennsylvania
$211 -$30 -2 -13%
PWAM
124
Private Wealth Asset Management
Iowa
$135 – – –
RWM
125
Rialto Wealth Management
New York
$121 +$60 +4 +100%
2 3 4
5
6

CLBK Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2025, worth a combined $202M — up 3.2% from $196M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CLBK positions and 10 closed out — a net gain of 10 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Marshall Wace, adding an estimated $1.07M. The largest seller was Vanguard Group, cutting an estimated $1.71M.

  • 130 institutional investors held Columbia Financial (CLBK) as of Q3 2025, up from 122 in Q2 2025.
  • Funds reported $202M of Columbia Financial stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 20 funds opened new Columbia Financial positions in Q3 2025 and 10 closed out, a net change of +10 holders.
  • The largest Columbia Financial buyer in Q3 2025 was Marshall Wace, an estimated $1.07M added.
  • The largest Columbia Financial seller in Q3 2025 was Vanguard Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2025.