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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$38.8M +$872K +61,245 +2%
BlackRock
2
BlackRock
New York
$33.3M -$717K -50,323 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.7M +$1.17M +82,159 +4%
State Street
4
State Street
Massachusetts
$13.8M +$1.24M +87,409 +10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.1M +$397K +27,850 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$9.31M +$158K +11,109 +2%
Morgan Stanley
7
Morgan Stanley
New York
$4.64M +$963K +67,621 +27%
Citadel Advisors
8
Citadel Advisors
Florida
$4.33M +$717K +50,346 +20%
Northern Trust
9
Northern Trust
Illinois
$3.65M -$67.3K -4,724 -2%
Charles Schwab
10
Charles Schwab
California
$3.33M +$68.3K +4,793 +2%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$2.73M +$996K +69,912 +59%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.57M +$1.09M +76,560 +76%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.16M +$2.07M +145,657 +4,929%
Marshall Wace
14
Marshall Wace
United Kingdom
$2.13M +$1.56M +109,780 +298%
UBS AM
15
UBS AM
Illinois
$1.93M +$307K +21,572 +19%
Creative Planning
16
Creative Planning
Kansas
$1.76M +$985K +69,171 +132%
UBS Group
17
UBS Group
Switzerland
$1.72M +$659K +46,272 +64%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.65M +$20.6K +1,446 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.44M +$347K +24,390 +32%
Goldman Sachs
20
Goldman Sachs
New York
$1.21M -$666K -46,729 -36%
Citigroup
21
Citigroup
New York
$1.11M +$657K +46,159 +154%
N
22
Nuveen
North Carolina
$1.07M -$243K -17,061 -19%
CWM
23
Congress Wealth Management
Massachusetts
$1.02M -$28.5K -2,000 -3%
American Century Companies
24
American Century Companies
Missouri
$965K +$58.1K +4,080 +7%
Swiss National Bank
25
Swiss National Bank
Switzerland
$883K

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.