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Climb Global Solutions

128 hedge funds and large institutions have $306M invested in Climb Global Solutions in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

9.71% more ownership

Funds ownership: 238.98%248.69% (+9.7%)

1% more capital invested

Capital invested by funds: $304M → $306M (+$1.69M)

1% less funds holding

Funds holding: 129128 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
54
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.14M +$1.48K +56 +0.1%
GVIC
27
Global Value Investment Corporation
Wisconsin
$2.01M -$11.5M -437,068 -85%
Lazard Asset Management
28
Lazard Asset Management
New York
$1.68M +$323K +12,236 +24%
CSC
29
Cove Street Capital
California
$1.67M +$783K +29,660 +90%
PA
30
Pinnacle Associates
New York
$1.6M +$235K +8,900 +17%
Victory Capital Management
31
Victory Capital Management
Texas
$1.5M -$54.9K -2,080 -4%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.49M +$80K +3,032 +6%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$1.4M +$976K +36,976 +237%
Raymond James Financial
34
Raymond James Financial
Florida
$1.36M +$159K +6,008 +13%
Ameriprise
35
Ameriprise
Minnesota
$1.36M +$12K +456 +0.9%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.34M +$1.32M +49,960 New
UBS Group
37
UBS Group
Switzerland
$1.32M +$189K +7,168 +17%
ADMI
38
Albert D. Mason Inc
Massachusetts
$1.29M -$120K -4,536 -9%
Goldman Sachs
39
Goldman Sachs
New York
$1.28M +$423K +16,044 +51%
Charles Schwab
40
Charles Schwab
California
$1.21M -$51.7K -1,960 -4%
IAA
41
Independent Advisor Alliance
North Carolina
$1.18M -$54.6K -2,068 -4%
QT
42
Quantbot Technologies
New York
$1.17M +$815K +30,888 +242%
Jane Street
43
Jane Street
New York
$1M +$583K +22,112 +144%
Squarepoint
44
Squarepoint
New York
$999K +$986K +37,376 New
LPL Financial
45
LPL Financial
California
$977K +$2.53K +96 +0.3%
Barclays
46
Barclays
United Kingdom
$971K +$241K +9,124 +34%
American Century Companies
47
American Century Companies
Missouri
$965K +$228K +8,636 +31%
JF
48
Jump Financial
Illinois
$949K +$632K +23,948 +207%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$849K -$454K -17,196 -35%
AA
50
Ancora Advisors
Ohio
$803K -$242K -9,160 -23%

CLMB Hedge Fund Activity: Q2 2025 in Review

128 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q2 2025, worth a combined $306M — up 0.56% from $304M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CLMB positions and 19 closed out — a net gain of 2 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $7.27M. The largest seller was Global Value Investment Corporation, cutting an estimated $11.5M.

  • 128 institutional investors held Climb Global Solutions (CLMB) as of Q2 2025, down from 129 in Q1 2025.
  • Funds reported $306M of Climb Global Solutions stock for Q2 2025, up 0.56% quarter-over-quarter.
  • 21 funds opened new Climb Global Solutions positions in Q2 2025 and 19 closed out, a net change of +2 holders.
  • The largest Climb Global Solutions buyer in Q2 2025 was Polar Asset Management Partners, an estimated $7.27M added.
  • The largest Climb Global Solutions seller in Q2 2025 was Global Value Investment Corporation, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2025.