We are live on ! Find out more
COLB icon

Columbia Banking Systems

401 hedge funds and large institutions have $5.23B invested in Columbia Banking Systems in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $6.36M | Put options by funds: $1.06M

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more funds holding

Funds holding: 374401 (+27)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 132

3% more capital invested

Capital invested by funds: $5.07B → $5.23B (+$159M)

0.26% less ownership

Funds ownership: 92.61%92.34% (-0.26%)

Holders
401
Holders Change
+27
Holders Change %
+7.22%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
143
Reduced
132
Closed
33
Calls
$6.36M
Puts
$1.06M
Net Calls
+$5.3M
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$2.24K
CWC
377
Carolinas Wealth Consulting
North Carolina
$2.21K
CWM
378
Copia Wealth Management
Oregon
$1.95K +$2.06K +72 New
BIA
379
Bell Investment Advisors
California
$1.92K +$488 +17 +31%
FHA
380
First Horizon Advisors
Tennessee
$1.7K -$373 -13 -17%
BGAI
381
Bruce G. Allen Investments
Colorado
$1.62K +$201 +7 +13%
NCM
382
Northwest Capital Management
Oregon
$1.59K
CFD
383
Creative Financial Designs
Indiana
$1.38K
PMAM
384
Picton Mahoney Asset Management
Ontario, Canada
$1K
CSWM
385
Cassady Schiller Wealth Management
Ohio
$972 +$1.03K +36 New
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$972 +$1.03K +36 New
SIC
387
SJS Investment Consulting
Ohio
$892 +$143 +5 +18%
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$865 +$143 +5 +19%
PWA
389
Physician Wealth Advisors
Utah
$784 +$832 +29 New
WCM
390
WealthTrak Capital Management
Virginia
$676 +$717 +25 New
MEG
391
Millstone Evans Group
Colorado
$621 +$660 +23 New
HI
392
Horizon Investments
North Carolina
$486 +$86 +3 +20%
WA
393
Whipplewood Advisors
Colorado
$324 +$344 +12 New
GFPC
394
Global Financial Private Client
Florida
$243 +$258 +9 New
NS
395
NBC Securities
Alabama
$222 -$235K -8,193 -100%
MCM
396
MV Capital Management
Maryland
$163
PCFFS
397
Pacific Center for Financial Services
California
$163
AF
398
Advisornet Financial
Minnesota
$135 -$1.86K -65 -93%
RIL
399
Rothschild Investment LLC
Illinois
$135
PWM
400
Parkworth Wealth Management
California
$108 +$115 +4 New

COLB Hedge Fund Activity: Q4 2024 in Review

401 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q4 2024, worth a combined $5.23B — up 3.1% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new COLB positions and 33 closed out — a net gain of 32 holders — while 143 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $32.5M. The largest seller was Wellington Management Group, cutting an estimated $73.8M.

  • 401 institutional investors held Columbia Banking Systems (COLB) as of Q4 2024, up from 374 in Q3 2024.
  • Funds reported $5.23B of Columbia Banking Systems stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 65 funds opened new Columbia Banking Systems positions in Q4 2024 and 33 closed out, a net change of +32 holders.
  • The largest Columbia Banking Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $32.5M added.
  • The largest Columbia Banking Systems seller in Q4 2024 was Wellington Management Group, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2024.