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Columbia Banking Systems
COLB

Overview Fund Activity

406 hedge funds and large institutions have $4.88B invested in Columbia Banking Systems in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+11
Holders Change %
+2.78%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
62
Increased
168
Reduced
122
Closed
44
Calls
$5.28M
Puts
$1.24M
Net Calls
+$4.04M
Net Calls Change
+$986K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$137M
2
Morgan Stanley
2
Morgan Stanley
New York
$191M
3
American Century Companies
3
American Century Companies
Missouri
$209M
4
UBS Group
4
UBS Group
Switzerland
$50.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$182M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$9.32M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$870K
5
MIM
5
MetLife Investment Management
New Jersey
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
376
Bell Investment Advisors
California
$2.67K +$1.01K +43 +61%
FFO
377
Fortitude Family Office
Arizona
$2.67K +$2.67K +114 New
TPWA
378
Twin Peaks Wealth Advisors
California
$2.57K +$2.57K +102 New
SIS
379
Strategic Investment Solutions
Illinois
$2.34K +$2.34K +100 New
WPA
380
Wealth Preservation Advisors
Tennessee
$1.92K – – –
SWM
381
Spire Wealth Management
Virginia
$1.78K -$164 -7 -8%
CWM
382
Copia Wealth Management
Oregon
$1.68K – – –
S
383
Sachetta
Massachusetts
$1.61K -$632 -27 -28%
BGAI
384
Bruce G. Allen Investments
Colorado
$1.5K – – –
SHIM
385
Stone House Investment Management
Pennsylvania
$1.45K +$1.4K +60 +3,000%
NCM
386
Northwest Capital Management
Oregon
$1.38K – – –
CIAM
387
Caitong International Asset Management
Hong Kong
$772 +$772 +33 New
RWM
388
Rialto Wealth Management
New York
$772 +$772 +33 New
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$749 -$187 -8 -20%
PWA
390
Physician Wealth Advisors
Utah
$679 – – –
MEG
391
Millstone Evans Group
Colorado
$538 – – –
Kayne Anderson Rudnick Investment Management
392
Kayne Anderson Rudnick Investment Management
California
$538 +$538 +23 New
CFD
393
Creative Financial Designs
Indiana
$514 -$2.22K -95 -81%
CH
394
Cromwell Holdings
Wyoming
$491 +$257 +11 +110%
AWM
395
Activest Wealth Management
Florida
$468 -$211 -9 -31%
WCM
396
WealthTrak Capital Management
Virginia
$351 – – –
SIC
397
SJS Investment Consulting
Ohio
$328 -$469 -20 -59%
HIA
398
HFM Investment Advisors
New Jersey
$304 +$117 +5 +63%
WA
399
Whipplewood Advisors
Colorado
$281 +$164 +7 +140%
RIL
400
Rothschild Investment LLC
Illinois
$234 -$117 -5 -33%
14 15
16
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