We are live on ! Find out more
CLBK icon

Columbia Financial

125 hedge funds and large institutions have $233M invested in Columbia Financial in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $203M → $233M (+$30.4M)

0.28% more ownership

Funds ownership: 12.51%12.79% (+0.28%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

2% less funds holding

Funds holding: 127125 (-2)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

96% less call options, than puts

Call options by funds: $35K | Put options by funds: $928K

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
34
Reduced
41
Closed
19
Calls
$35K
Puts
$928K
Net Calls
-$893K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$4.18K -$69 -4 -2%
GI
102
GAMMA Investing
California
$3.34K +$447 +26 +16%
EP
103
Essential Partners
California
$2.84K -$2.56K -149 -48%
Optiver Holding
104
Optiver Holding
Netherlands
$2.84K +$550 +32 +25%
RFP
105
Root Financial Partners
California
$2.33K +$1.19K +69 +108%
SAM
106
Smartleaf Asset Management
Massachusetts
$2.13K +$602 +35 +40%
KG
107
Kilter Group
New York
$1.45K
RIL
108
Rothschild Investment LLC
Illinois
$1.45K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$1.33K +$1.31K +76 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$1.23K
TM
111
Torren Management
California
$1.16K -$206 -12 -15%
AW
112
Avion Wealth
Texas
$1K
FIA
113
FNY Investment Advisers
New York
$1K +$1.6K +93 New
ACM
114
Aquatic Capital Management
Illinois
$928 -$20.4K -1,186 -96%
MAM
115
Marquette Asset Management
Minnesota
$911
RWM
116
Rialto Wealth Management
New York
$666
PWA
117
Physician Wealth Advisors
Utah
$613
ASN
118
Advisory Services Network
Georgia
$543 +$533 +31 New
TWD
119
True Wealth Design
Ohio
$473 +$17 +1 +4%
MCM
120
MAI Capital Management
Ohio
$176 +$172 +10 New
SIC
121
SJS Investment Consulting
Ohio
$158
DPW
122
DiNuzzo Private Wealth
Pennsylvania
$88
HIA
123
HFM Investment Advisors
New Jersey
$53
BHWM
124
Bay Harbor Wealth Management
Maryland
$17
Marshall Wace
125
Marshall Wace
United Kingdom
-$1.38M -88,551 Closed

CLBK Hedge Fund Activity: Q1 2026 in Review

125 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2026, worth a combined $233M — up 15% from $203M a quarter earlier.

Fund positioning in CLBK was balanced in Q1 2026: 19 funds opened new positions, 19 closed out, 34 added to existing stakes and 41 trimmed.

The largest buyer was Ursa Fund Management, opening a new position worth an estimated $8.6M. The largest seller was Marshall Wace, exiting entirely with an estimated $1.38M sold.

  • 125 institutional investors held Columbia Financial (CLBK) as of Q1 2026, down from 127 in Q4 2025.
  • Funds reported $233M of Columbia Financial stock for Q1 2026, up 15% quarter-over-quarter.
  • 19 funds opened new Columbia Financial positions in Q1 2026 and 19 closed out, a net change of 0 holders.
  • The largest Columbia Financial buyer in Q1 2026 was Ursa Fund Management, an estimated $8.6M added.
  • The largest Columbia Financial seller in Q1 2026 was Marshall Wace, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2026.