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Climb Global Solutions
CLMB

Overview Fund Activity

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.

Holders
124
Holders Change
+19
Holders Change %
+18.1%
% of All Funds
1.65%
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
–

Top Buyers

1
RA
1
Royce & Associates
New York
$6.41M
2
State Street
2
State Street
Massachusetts
$9.73M
3
DLP
3
De Lisle Partners
United Kingdom
$26.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.49M
5
UBS Group
5
UBS Group
Switzerland
$1.84M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$15.2M
2
TCM
2
Tieton Capital Management
Washington
$7.76M
3
CSC
3
Cove Street Capital
California
$1.16M
4
BAM
4
Ballast Asset Management
Texas
$10.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.88M 14,824 -108 -0.7%
UBS Group
27
UBS Group
Switzerland
$1.84M 14,492 +10,696 +282%
ADMI
28
Albert D. Mason Inc
Massachusetts
$1.69M 13,370 -4,191 -24%
PA
29
Pinnacle Associates
New York
$1.63M 12,898 -5,323 -29%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.54M 12,154 -1,327 -10%
CG
31
Caprock Group
Idaho
$1.53M 12,068 – –
Charles Schwab
32
Charles Schwab
California
$1.5M 11,837 +251 +2%
SFS
33
Sowell Financial Services
Arkansas
$1.49M 11,747 +11,747 New
Raymond James Financial
34
Raymond James Financial
Florida
$1.45M 11,432 +11,432 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.44M 11,343 -8,422 -43%
Lazard Asset Management
36
Lazard Asset Management
New York
$1.37M 10,780 +7,128 +195%
LAM
37
Lakewood Asset Management
Illinois
$1.26M 9,938 +76 +0.8%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$1.23M 9,705 +9,698 +138,543%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$1.17M 9,266 -2,744 -23%
CSC
40
Cove Street Capital
California
$1.16M 9,158 -18,518 -67%
Barclays
41
Barclays
United Kingdom
$1.13M 8,897 +300 +3%
LPL Financial
42
LPL Financial
California
$1.09M 8,623 +8,623 New
EI
43
EAM Investors
California
$1.05M 8,303 -2,509 -23%
NA
44
Navellier & Associates
Nevada
$1.03M 8,126 +4,889 +151%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$993K 7,831 – –
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$846K 6,675 -104 -2%
II
47
Inspire Investing
Idaho
$837K 6,606 +6,606 New
MAM
48
Martingale Asset Management
Massachusetts
$837K 6,605 +1,598 +32%
N
49
Numerai
California
$773K 6,100 -4,612 -43%
4A
50
4Wealth Advisors
Illinois
$748K 5,904 +5,904 New
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2
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