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Climb Global Solutions
CLMB

Overview Fund Activity

130 hedge funds and large institutions have $304M invested in Climb Global Solutions in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
40
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$24.1M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.27M
3
OAM
3
Oberweis Asset Management
Illinois
$2.66M
4
ACA
4
Aptus Capital Advisors
Alabama
$2.46M
5
DLP
5
De Lisle Partners
United Kingdom
$24.8M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$14.4M
2
GVIC
2
Global Value Investment Corporation
Wisconsin
$14.2M
3
Invesco
3
Invesco
Georgia
$8.26M
4
Victory Capital Management
4
Victory Capital Management
Texas
$1.61M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.52M 13,744 +2,401 +21%
ADMI
27
Albert D. Mason Inc
Massachusetts
$1.46M 13,206 -164 -1%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.46M 13,141 +987 +8%
PA
29
Pinnacle Associates
New York
$1.41M 12,771 -127 -1%
Lazard Asset Management
30
Lazard Asset Management
New York
$1.4M 12,631 +1,851 +17%
Ameriprise
31
Ameriprise
Minnesota
$1.39M 12,569 -4,396 -26%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.36M 12,238 +8,526 +230%
Charles Schwab
33
Charles Schwab
California
$1.31M 11,843 +6 +0.1%
IAA
34
Independent Advisor Alliance
North Carolina
$1.28M 11,597 +11,597 New
Raymond James Financial
35
Raymond James Financial
Florida
$1.24M 11,192 -240 -2%
UBS Group
36
UBS Group
Switzerland
$1.17M 10,562 -3,930 -27%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.13M 10,238 -5,850 -36%
AA
38
Ancora Advisors
Ohio
$1.09M 9,798 -6,225 -39%
LPL Financial
39
LPL Financial
California
$1.01M 9,119 +496 +6%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$976K 8,826 -879 -9%
EI
41
EAM Investors
California
$920K 8,303 – –
CSC
42
Cove Street Capital
California
$909K 8,209 -949 -10%
Goldman Sachs
43
Goldman Sachs
New York
$879K 7,933 -10,580 -57%
NL
44
Nuveen LLC
North Carolina
$833K 7,520 +7,520 New
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$775K 7,000 +7,000 New
American Century Companies
46
American Century Companies
Missouri
$761K 6,869 +2,799 +69%
Barclays
47
Barclays
United Kingdom
$753K 6,801 -2,096 -24%
MAM
48
Martingale Asset Management
Massachusetts
$731K 6,601 -4 -0.1%
LAM
49
Lakewood Asset Management
Illinois
$728K 6,572 -3,366 -34%
NA
50
Navellier & Associates
Nevada
$687K 6,739 -1,387 -17%
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