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Climb Global Solutions

124 hedge funds and large institutions have $344M invested in Climb Global Solutions in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $250M → $344M (+$93.7M)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

18% more funds holding

Funds holding: 105124 (+19)

16.3% more ownership

Funds ownership: 219.32%235.62% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
124
Holders Change
+19
Holders Change %
+18.1%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.88M -$12.8K -432 -0.7%
UBS Group
27
UBS Group
Switzerland
$1.84M +$1.27M +42,784 +282%
ADMI
28
Albert D. Mason Inc
Massachusetts
$1.69M -$498K -16,764 -24%
PA
29
Pinnacle Associates
New York
$1.63M -$633K -21,292 -29%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.54M -$158K -5,308 -10%
CG
31
Caprock Group
Idaho
$1.53M
Charles Schwab
32
Charles Schwab
California
$1.5M +$29.8K +1,004 +2%
SFS
33
Sowell Financial Services
Arkansas
$1.49M +$1.4M +46,988 New
Raymond James Financial
34
Raymond James Financial
Florida
$1.45M +$1.36M +45,728 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.44M -$1M -33,688 -43%
Lazard Asset Management
36
Lazard Asset Management
New York
$1.37M +$847K +28,512 +195%
LAM
37
Lakewood Asset Management
Illinois
$1.26M +$9.03K +304 +0.8%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$1.23M +$1.15M +38,792 +138,543%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$1.17M -$326K -10,976 -23%
CSC
40
Cove Street Capital
California
$1.16M -$2.2M -74,072 -67%
Barclays
41
Barclays
United Kingdom
$1.13M +$35.7K +1,200 +3%
LPL Financial
42
LPL Financial
California
$1.09M +$1.02M +34,492 New
EI
43
EAM Investors
California
$1.05M -$298K -10,036 -23%
NA
44
Navellier & Associates
Nevada
$1.03M +$581K +19,556 +151%
N
45
Nuveen
North Carolina
$993K
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$846K -$12.4K -416 -2%
II
47
Inspire Investing
Idaho
$837K +$785K +26,424 New
MAM
48
Martingale Asset Management
Massachusetts
$837K +$190K +6,392 +32%
N
49
Numerai
California
$773K -$548K -18,448 -43%
4A
50
4Wealth Advisors
Illinois
$748K +$702K +23,616 New

CLMB Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q4 2024, worth a combined $344M — up 37% from $250M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CLMB positions and 7 closed out — a net gain of 19 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.74M. The largest seller was Dimensional Fund Advisors, cutting an estimated $2.62M.

  • 124 institutional investors held Climb Global Solutions (CLMB) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $344M of Climb Global Solutions stock for Q4 2024, up 37% quarter-over-quarter.
  • 26 funds opened new Climb Global Solutions positions in Q4 2024 and 7 closed out, a net change of +19 holders.
  • The largest Climb Global Solutions buyer in Q4 2024 was Royce & Associates, an estimated $1.74M added.
  • The largest Climb Global Solutions seller in Q4 2024 was Dimensional Fund Advisors, an estimated $2.62M sold.

Based on aggregated 13F filings for Q4 2024.