We are live on ! Find out more
CLMB icon

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
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$43K
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$33.8K
US Bancorp
103
US Bancorp
Minnesota
$27.7K -$1.85K -60 -6%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$21.4K +$1.11K +36 +5%
IA
105
IFP Advisors
Florida
$21.3K +$4.57K +148 +24%
ST
106
Smithfield Trust
Pennsylvania
$19K
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6K
AB
108
Amalgamated Bank
New York
$16K +$123 +4 +0.7%
S
109
SignatureFD
Georgia
$15K -$14.3K -464 -46%
TRCT
110
Tower Research Capital (TRC)
New York
$14.7K -$42.5K -1,376 -72%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$12K -$6.42K -208 -33%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$9.66K
Federated Hermes
113
Federated Hermes
Pennsylvania
$9.19K +$3.95K +128 +63%
VCM
114
Versant Capital Management
Arizona
$8.53K +$9.51K +308 New
ME
115
McIlrath & Eck
Washington
$6.76K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$5.98K
SWM
117
Spire Wealth Management
Virginia
$5.21K -$7.29K -236 -56%
SS
118
SBI Securities
Japan
$3.1K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$3K -$123 -4 -3%
GI
120
GAMMA Investing
California
$2.88K +$1.48K +48 +86%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$1.22K
PFBT
122
Parkside Financial Bank & Trust
Missouri
$1.1K +$1.24K +40 New
C
123
Covestor
United Kingdom
$1K +$494 +16 +57%
AAP
124
Arax Advisory Partners
Colorado
$887 +$988 +32 New
QCG
125
Quadrant Capital Group
Ohio
$776

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.