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Columbia Banking Systems
COLB

Overview Fund Activity

397 hedge funds and large institutions have $5.22B invested in Columbia Banking Systems in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
64
Increased
140
Reduced
132
Closed
33
Calls
$6.36M
Puts
$1.06M
Net Calls
+$5.3M
Net Calls Change
+$51K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$50M
2
BlackRock
2
BlackRock
New York
$518M
3
UBS Group
3
UBS Group
Switzerland
$33.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$149M
5
State Street
5
State Street
Massachusetts
$294M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$110M
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Pzena Investment Management
3
Pzena Investment Management
New York
$38.6M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$40.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
276
Wealthfront Advisers
California
$257K -$567 -21 -0.2%
CA
277
CWC Advisors
Oregon
$253K +$3.32K +123 +1%
PAA
278
Peregrine Asset Advisers
Oregon
$252K – – –
CIC
279
Cornercap Investment Counsel
Georgia
$249K -$476K -17,623 -66%
FFP
280
FourThought Financial Partners
Florida
$242K +$242K +8,961 New
KeyBank National Association
281
KeyBank National Association
Ohio
$242K +$242K +8,943 New
PWP
282
Principle Wealth Partners
Connecticut
$239K +$29.8K +1,104 +14%
DIA
283
Davidson Investment Advisors
Montana
$238K -$12.3M -453,536 -98%
4WM
284
44 Wealth Management
Oregon
$238K -$20.4K -757 -8%
EWM
285
Evercore Wealth Management
New York
$234K – – –
CFO
286
Callan Family Office
Pennsylvania
$232K +$232K +8,578 New
BWP
287
BSW Wealth Partners
Colorado
$229K – – –
WS
288
Wedbush Securities
California
$229K +$229K +8,492 New
TPCW
289
TD Private Client Wealth
New York
$228K +$60.4K +2,235 +36%
CSC
290
Caldwell Sutter Capital
California
$220K -$1.32K -49 -0.6%
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$219K -$459 -17 -0.2%
QL
292
Quarry LP
New York
$216K +$216K +7,980 New
SCM
293
Shelton Capital Management
Colorado
$214K -$16K -592 -7%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$210K +$210K +7,788 New
WPC
295
Wedmont Private Capital
Pennsylvania
$209K +$209K +7,974 New
FFM
296
Forum Financial Management
Illinois
$208K +$208K +7,713 New
KMWM
297
Keudell/Morrison Wealth Management
Oregon
$207K -$34.7K -1,283 -14%
Baird Financial Group
298
Baird Financial Group
Wisconsin
$205K -$27K -1,000 -12%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$202K +$68.3K +2,515 +51%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$194K +$7.48K +277 +4%
10 11
12
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