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Climb Global Solutions

129 hedge funds and large institutions have $304M invested in Climb Global Solutions in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 124129 (+5)

3.36% more ownership

Funds ownership: 235.62%238.98% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less capital invested

Capital invested by funds: $344M → $304M (-$39.9M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
40
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.52M +$297K +9,604 +21%
ADMI
27
Albert D. Mason Inc
Massachusetts
$1.46M -$20.3K -656 -1%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.46M +$122K +3,948 +8%
PA
29
Pinnacle Associates
New York
$1.41M -$15.7K -508 -1%
Lazard Asset Management
30
Lazard Asset Management
New York
$1.4M +$229K +7,404 +17%
Ameriprise
31
Ameriprise
Minnesota
$1.39M -$543K -17,584 -26%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.36M +$1.05M +34,104 +230%
Charles Schwab
33
Charles Schwab
California
$1.31M +$741 +24 +0.1%
IAA
34
Independent Advisor Alliance
North Carolina
$1.28M +$1.43M +46,388 New
Raymond James Financial
35
Raymond James Financial
Florida
$1.24M -$29.6K -960 -2%
UBS Group
36
UBS Group
Switzerland
$1.17M -$485K -15,720 -27%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.13M -$722K -23,400 -36%
AA
38
Ancora Advisors
Ohio
$1.09M -$769K -24,900 -39%
LPL Financial
39
LPL Financial
California
$1.01M +$61.3K +1,984 +6%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$976K -$109K -3,516 -9%
EI
41
EAM Investors
California
$920K
CSC
42
Cove Street Capital
California
$909K -$117K -3,796 -10%
Goldman Sachs
43
Goldman Sachs
New York
$879K -$1.31M -42,320 -57%
N
44
Nuveen
North Carolina
$833K -$38.4K -1,244 -4%
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$775K +$864K +28,000 New
American Century Companies
46
American Century Companies
Missouri
$761K +$346K +11,196 +69%
Barclays
47
Barclays
United Kingdom
$753K -$259K -8,384 -24%
MAM
48
Martingale Asset Management
Massachusetts
$731K -$494 -16 -0.1%
LAM
49
Lakewood Asset Management
Illinois
$728K -$416K -13,464 -34%
NA
50
Navellier & Associates
Nevada
$687K -$171K -5,548 -17%

CLMB Hedge Fund Activity: Q1 2025 in Review

129 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q1 2025, worth a combined $304M — down 12% from $344M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CLMB positions and 16 closed out — a net gain of 6 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $11.7M. The largest seller was Punch & Associates Investment Management, cutting an estimated $7.19M.

  • 129 institutional investors held Climb Global Solutions (CLMB) as of Q1 2025, up from 124 in Q4 2024.
  • Funds reported $304M of Climb Global Solutions stock for Q1 2025, down 12% quarter-over-quarter.
  • 22 funds opened new Climb Global Solutions positions in Q1 2025 and 16 closed out, a net change of +6 holders.
  • The largest Climb Global Solutions buyer in Q1 2025 was Wasatch Advisors, an estimated $11.7M added.
  • The largest Climb Global Solutions seller in Q1 2025 was Punch & Associates Investment Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q1 2025.