We are live on ! Find out more
CLBK icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$39.2M -$589K -37,988 -1%
BlackRock
2
BlackRock
New York
$35.2M -$973K -62,798 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.4M +$1M +64,796 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$14.3M -$4.45M -287,077 -23%
State Street
5
State Street
Massachusetts
$13M -$853K -55,007 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.1M +$225K +14,525 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.46M -$74.4K -4,800 -0.8%
Northern Trust
8
Northern Trust
Illinois
$3.84M -$160K -10,328 -4%
Morgan Stanley
9
Morgan Stanley
New York
$3.78M +$928K +59,863 +31%
Citadel Advisors
10
Citadel Advisors
Florida
$3.72M +$2.76M +177,851 +254%
Charles Schwab
11
Charles Schwab
California
$3.37M -$88K -5,675 -2%
Goldman Sachs
12
Goldman Sachs
New York
$1.95M -$488K -31,517 -20%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$1.77M +$511K +32,962 +39%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.69M +$10K +646 +0.6%
UBS AM
15
UBS AM
Illinois
$1.68M +$498K +32,115 +40%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.51M +$34.5K +2,226 +2%
N
17
Nuveen
North Carolina
$1.36M +$117K +7,545 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.13M -$282K -18,186 -19%
CWM
19
Congress Wealth Management
Massachusetts
$1.1M +$1.12M +72,113 New
UBS Group
20
UBS Group
Switzerland
$1.08M +$530K +34,227 +90%
Jane Street
21
Jane Street
New York
$978K +$830K +53,537 +460%
American Century Companies
22
American Century Companies
Missouri
$936K +$85.6K +5,525 +10%
Swiss National Bank
23
Swiss National Bank
Switzerland
$913K -$21.7K -1,400 -2%
Creative Planning
24
Creative Planning
Kansas
$786K +$328K +21,191 +68%
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$737K +$762K +49,150 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.