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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 Holding Trade Value Shares
Change 		Shares
Change %
HNB
101
Hilltop National Bank
Wyoming
$41.2K – – –
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$38.7K – – –
US Bancorp
103
US Bancorp
Minnesota
$33.6K +$1.9K +15 +6%
S
104
SignatureFD
Georgia
$31.8K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$23.3K +$1.77K +14 +8%
ST
106
Smithfield Trust
Pennsylvania
$23K +$23K +178 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$20K -$506K -4,021 -96%
IA
108
IFP Advisors
Florida
$19.9K +$12.6K +98 +172%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K – – –
AB
110
Amalgamated Bank
New York
$18K – – –
SWM
111
Spire Wealth Management
Virginia
$13.4K – – –
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$12.4K – – –
ME
113
McIlrath & Eck
Washington
$7.73K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$6.84K – – –
Federated Hermes
115
Federated Hermes
Pennsylvania
$6.46K +$5.7K +45 +750%
GM
116
GeoWealth Management
Illinois
$6.21K +$6.21K +49 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4K +$645 +5 +19%
SS
118
SBI Securities
Japan
$3.55K +$3.55K +28 New
HCA
119
Harbor Capital Advisors
Illinois
$3K +$889 +8 +42%
GI
120
GAMMA Investing
California
$1.78K +$1.78K +14 New
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$1.39K – – –
C
122
Covestor
United Kingdom
$1K +$286 +2 +40%
QCG
123
Quadrant Capital Group
Ohio
$888 – – –
SCM
124
Sterling Capital Management
North Carolina
$507 – – –
MFG
125
Merit Financial Group
Georgia
– -$336K -3,373 Closed
2 3 4
5
6