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Columbia Financial

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: 112121 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
-$1.25K -79 Closed
RIL
127
Rothschild Investment LLC
Illinois
-$158 -10 Closed
NA
128
NewEdge Advisors
Louisiana
-$142 -9 Closed
AW
129
Avion Wealth
Texas
+$279 +18 New

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.