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Columbia Financial

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: 122130 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$38.4M -$1.71M -114,459 -4%
BlackRock
2
BlackRock
New York
$35.4M +$930K +62,453 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.8M +$155K +10,376 +0.5%
State Street
4
State Street
Massachusetts
$13.9M -$454K -30,448 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.8M +$240K +16,132 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$9.7M +$68.4K +4,591 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$4.5M -$293K -19,700 -6%
Northern Trust
8
Northern Trust
Illinois
$3.73M -$41.5K -2,784 -1%
Charles Schwab
9
Charles Schwab
California
$3.55M +$97.6K +6,550 +3%
Marshall Wace
10
Marshall Wace
United Kingdom
$3.28M +$1.07M +72,067 +49%
Citadel Advisors
11
Citadel Advisors
Florida
$2.89M -$1.58M -105,917 -36%
Creative Planning
12
Creative Planning
Kansas
$2.77M +$942K +63,265 +52%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$2.73M -$90.9K -6,100 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.05M -$181K -12,147 -8%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.9M +$987K +66,238 +110%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.74M +$27K +1,811 +2%
Goldman Sachs
17
Goldman Sachs
New York
$1.66M +$412K +27,686 +33%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.61M -$1.04M -69,817 -39%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.59M +$97.4K +6,539 +7%
UBS AM
20
UBS AM
Illinois
$1.32M -$677K -45,415 -34%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.18M +$498K +33,400 +74%
Citigroup
22
Citigroup
New York
$1.16M +$12.2K +822 +1%
American Century Companies
23
American Century Companies
Missouri
$1.13M +$134K +9,026 +14%
Squarepoint
24
Squarepoint
New York
$1.1M +$289K +19,407 +36%
N
25
Nuveen
North Carolina
$1.01M -$101K -6,755 -9%

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.