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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$576M -$258K -9,005 -0%
BlackRock
2
BlackRock
New York
$518M +$31.5M +1,099,373 +6%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$341M +$960K +33,477 +0.3%
State Street
4
State Street
Massachusetts
$294M +$14.3M +500,104 +5%
American Century Companies
5
American Century Companies
Missouri
$205M +$1.76M +61,242 +0.8%
Charles Schwab
6
Charles Schwab
California
$198M +$5.93M +206,643 +3%
Franklin Resources
7
Franklin Resources
California
$185M -$13.2M -459,282 -6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$168M -$808K -28,167 -0.5%
Morgan Stanley
9
Morgan Stanley
New York
$156M -$19.3M -672,464 -10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$149M +$14.7M +512,542 +10%
Macquarie Group
11
Macquarie Group
Australia
$125M -$5.46M -190,475 -4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$110M -$73.8M -2,572,576 -39%
SAM
13
Silvercrest Asset Management
New York
$110M -$161K -5,609 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$100M -$5.91M -206,167 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$98.8M -$684K -23,855 -0.6%
Invesco
16
Invesco
Georgia
$66.4M +$6.02M +209,774 +9%
Norges Bank
17
Norges Bank
Norway
$65.2M +$9.46M +329,798 +16%
EIP
18
Epoch Investment Partners
New York
$64.5M +$1.27M +44,278 +2%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.1M -$2.69M -93,798 -4%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$57M +$12.3M +428,776 +26%
CB
21
Cooke & Bieler
Pennsylvania
$54.6M -$1.34M -46,840 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$50M +$32.5M +1,134,544 +158%
Fisher Asset Management
23
Fisher Asset Management
Washington
$48.3M +$4.93M +172,066 +11%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$47.9M +$1.22M +42,527 +2%
Northern Trust
25
Northern Trust
Illinois
$47.8M +$9.45M +329,485 +23%

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.