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Climb Global Solutions
CLMB

136 hedge funds and large institutions have $342M invested in Climb Global Solutions in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

23.71% more ownership

Funds ownership: 265.06% → 288.77% (+24%)

3% more funds holding

Funds holding: 132 → 136 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less capital invested

Capital invested by funds: $412M → $342M (-$70M)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% 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
23
Increased
56
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AltraVue Capital
Washington
+$10.1M
2
TCM
Tieton Capital Management
Washington
+$5.93M
3
SEI Investments
SEI Investments
Pennsylvania
+$5.14M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.98M
5
HIM
Herald Investment Management
United Kingdom
+$2.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$7.29M
2
WA
Wasatch Advisors
Utah
-$2.52M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
4
IAA
Independent Advisor Alliance
North Carolina
-$1.5M
5
Millennium Management
Millennium Management
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$3.13M -$331K -11,396 -9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.08M +$219K +7,536 +7%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$2.56M +$395K +13,600 +16%
UBS Group
29
UBS Group
Switzerland
$2.36M +$1.15M +39,608 +76%
FAN
30
Financial Advisors Network
California
$2.06M – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2M -$72.7K -2,504 -3%
IP
32
Isthmus Partners
Wisconsin
$1.81M +$2.05M +70,524 New
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$1.7M +$638K +21,980 +50%
Lazard Asset Management
34
Lazard Asset Management
New York
$1.57M +$64.5K +2,224 +4%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.5M +$82.7K +2,848 +5%
PA
36
Pinnacle Associates
New York
$1.44M +$155K +5,344 +11%
Jane Street
37
Jane Street
New York
$1.42M +$308K +10,628 +24%
Goldman Sachs
38
Goldman Sachs
New York
$1.36M +$243K +8,356 +19%
CCA
39
Conestoga Capital Advisors
Pennsylvania
$1.35M +$486K +16,760 +47%
ADMI
40
Albert D. Mason Inc
Massachusetts
$1.32M -$4.76K -164 -0.3%
Principal Financial Group
41
Principal Financial Group
Iowa
$1.29M +$459K +15,832 +46%
Raymond James Financial
42
Raymond James Financial
Florida
$1.27M -$45.9K -1,580 -3%
Charles Schwab
43
Charles Schwab
California
$1.15M -$22.1K -760 -2%
LPL Financial
44
LPL Financial
California
$1.12M +$86.5K +2,980 +7%
American Century Companies
45
American Century Companies
Missouri
$1.04M +$15.6K +536 +1%
Barclays
46
Barclays
United Kingdom
$879K +$89.4K +3,080 +10%
Man Group
47
Man Group
United Kingdom
$861K +$972K +33,500 New
Millennium Management
48
Millennium Management
New York
$804K -$1.3M -44,856 -59%
QCM
49
Quantinno Capital Management
New York
$732K +$827K +28,500 New
AA
50
Ancora Advisors
Ohio
$699K -$127K -4,360 -14%
1
2
3 4 5

CLMB Hedge Fund Activity: Q4 2025 in Review

136 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q4 2025, worth a combined $342M — down 17% from $412M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CLMB positions and 18 closed out — a net gain of 5 holders — while 56 added to existing stakes and 37 trimmed.

The largest buyer was AltraVue Capital, adding an estimated $10.1M. The largest seller was Invesco, cutting an estimated $7.29M.

  • 136 institutional investors held Climb Global Solutions (CLMB) as of Q4 2025, up from 132 in Q3 2025.
  • Funds reported $342M of Climb Global Solutions stock for Q4 2025, down 17% quarter-over-quarter.
  • 23 funds opened new Climb Global Solutions positions in Q4 2025 and 18 closed out, a net change of +5 holders.
  • The largest Climb Global Solutions buyer in Q4 2025 was AltraVue Capital, an estimated $10.1M added.
  • The largest Climb Global Solutions seller in Q4 2025 was Invesco, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2025.