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Columbia Banking Systems

398 hedge funds and large institutions have $4.91B invested in Columbia Banking Systems in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $3.7M | Put options by funds: $648K

32% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 123

1.66% more ownership

Funds ownership: 92.34%94% (+1.7%)

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

1% less funds holding

Funds holding: 401398 (-3)

6% less capital invested

Capital invested by funds: $5.23B → $4.91B (-$313M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
398
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
162
Reduced
123
Closed
49
Calls
$3.7M
Puts
$648K
Net Calls
+$3.06M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
351
Sierra Ocean
California
$5.01K
HWM
352
Hemington Wealth Management
Virginia
$5K +$2.69K +101 +86%
CPG
353
Cornerstone Planning Group
New Jersey
$4.7K +$80 +3 +2%
CMA
354
Cedar Mountain Advisors
Oregon
$3.98K +$80 +3 +2%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$3.96K +$1.97K +74 +87%
WT
356
Whittier Trust
California
$3.96K
Optiver Holding
357
Optiver Holding
Netherlands
$3.92K +$4.18K +157 New
TWD
358
True Wealth Design
Ohio
$3.77K +$4.02K +151 New
IA
359
IFP Advisors
Florida
$3.22K
DF
360
DecisionPoint Financial
Arizona
$3.14K
CFD
361
Creative Financial Designs
Indiana
$2.92K +$1.76K +66 +129%
HIMS
362
Hager Investment Management Services
New Hampshire
$2.64K +$2.82K +106 New
S
363
Sachetta
Massachusetts
$2.4K
JWA
364
JFS Wealth Advisors
Pennsylvania
$2.4K +$27 +1 +1%
CWC
365
Carolinas Wealth Consulting
North Carolina
$2.27K +$240 +9 +11%
TSMHT
366
Thurston Springer Miller Herd & Titak
Indiana
$2.24K +$2.4K +90 New
SWM
367
Spire Wealth Management
Virginia
$2.07K
WPA
368
Wealth Preservation Advisors
Tennessee
$2.04K +$2.18K +82 New
CWM
369
Copia Wealth Management
Oregon
$1.8K
SIS
370
Sound Income Strategies
Florida
$1.8K +$1.92K +72 New
BIA
371
Bell Investment Advisors
California
$1.77K
BGAI
372
Bruce G. Allen Investments
Colorado
$1.6K +$107 +4 +7%
FHA
373
First Horizon Advisors
Tennessee
$1.58K
HFS
374
Hughes Financial Services
Virginia
$1.49K +$1.6K +60 New
NCM
375
Northwest Capital Management
Oregon
$1.47K

COLB Hedge Fund Activity: Q1 2025 in Review

398 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q1 2025, worth a combined $4.91B — down 6% from $5.23B a quarter earlier.

Fund positioning in COLB was balanced in Q1 2025: 49 funds opened new positions, 49 closed out, 162 added to existing stakes and 123 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Wellington Management Group, cutting an estimated $40.4M.

  • 398 institutional investors held Columbia Banking Systems (COLB) as of Q1 2025, down from 401 in Q4 2024.
  • Funds reported $4.91B of Columbia Banking Systems stock for Q1 2025, down 6% quarter-over-quarter.
  • 49 funds opened new Columbia Banking Systems positions in Q1 2025 and 49 closed out, a net change of 0 holders.
  • The largest Columbia Banking Systems buyer in Q1 2025 was JP Morgan Chase, an estimated $109M added.
  • The largest Columbia Banking Systems seller in Q1 2025 was Wellington Management Group, an estimated $40.4M sold.

Based on aggregated 13F filings for Q1 2025.