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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$776 – – –
RIL
127
Rothschild Investment LLC
Illinois
$554 +$554 +5 New
SCM
128
Sterling Capital Management
North Carolina
$443 – – –
LC
129
Lindbrook Capital
California
$222 +$222 +2 New
SFS
130
Sowell Financial Services
Arkansas
– -$1.49M -11,747 Closed
II
131
Inspire Investing
Idaho
– -$837K -6,606 Closed
4A
132
4Wealth Advisors
Illinois
– -$748K -5,904 Closed
BCM
133
Bridgeway Capital Management
Texas
– -$555K -4,377 Closed
EGM
134
Engineers Gate Manager
New York
– -$517K -4,076 Closed
Millennium Management
135
Millennium Management
New York
– -$466K -3,674 Closed
HFM
136
Harvest Fund Management
China
– -$345K -2,848 Closed
SGI
137
Summit Global Investments
Utah
– -$350K -2,764 Closed
B
138
Bailard
California
– -$330K -2,600 Closed
AI
139
Acuitas Investments
Washington
– -$330K -2,600 Closed
DADC
140
D.A. Davidson & Co
Montana
– -$252K -1,989 Closed
CW
141
CreativeOne Wealth
Kansas
– -$247K -1,948 Closed
CIP
142
Cornerstone Investment Partners
Georgia
– -$236K -1,858 Closed
HF
143
HRT Financial
New York
– -$225K -1,780 Closed
T. Rowe Price Associates
144
T. Rowe Price Associates
Maryland
– -$209K -1,645 Closed
GM
145
GeoWealth Management
Illinois
– -$6.21K -49 Closed
2 3 4 5
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