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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
BlackRock
1
BlackRock
New York
$40.4M -$1.11M -64,640 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35.7M +$888K +51,677 +3%
VCM
3
Vanguard Capital Management
Pennsylvania
$21M +$20.6M +1,201,220 New
VPM
4
Vanguard Portfolio Management
Pennsylvania
$19.1M +$18.8M +1,091,647 New
State Street
5
State Street
Massachusetts
$16.1M -$139K -8,070 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$13.3M -$324K -18,845 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.8M +$1.24M +72,334 +12%
UFM
8
Ursa Fund Management
California
$8.76M +$8.6M +500,000 New
Morgan Stanley
9
Morgan Stanley
New York
$6.2M +$1.24M +72,019 +26%
Northern Trust
10
Northern Trust
Illinois
$4.25M +$98.7K +5,742 +2%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$4.01M +$369K +21,439 +10%
Charles Schwab
12
Charles Schwab
California
$3.89M -$140K -8,118 -4%
Creative Planning
13
Creative Planning
Kansas
$3.11M -$129K -7,478 -4%
VFT
14
Vanguard Fiduciary Trust
Pennsylvania
$3.09M +$3.03M +176,519 New
Goldman Sachs
15
Goldman Sachs
New York
$2.99M -$146K -8,482 -5%
Two Sigma Investments
16
Two Sigma Investments
New York
$2.52M +$65.7K +3,821 +3%
Tudor Investment Corp
17
Tudor Investment Corp
Connecticut
$1.95M +$1.46M +85,000 +325%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.88M -$48.7K -2,832 -3%
UBS Group
19
UBS Group
Switzerland
$1.82M +$581K +33,790 +48%
Citigroup
20
Citigroup
New York
$1.81M +$290K +16,877 +20%
MP
21
Mangrove Partners
Connecticut
$1.77M +$1.73M +100,911 New
UBS AM
22
UBS AM
Illinois
$1.54M +$5.29K +308 +0.4%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.36M -$29.7K -1,728 -2%
N
24
Nuveen
North Carolina
$1.34M +$8.23K +479 +0.6%
Jane Street
25
Jane Street
New York
$1.32M -$197K -11,434 -13%

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.