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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
RIL
126
Rothschild Investment LLC
Illinois
$554 +$617 +20 New
SCM
127
Sterling Capital Management
North Carolina
$443
LC
128
Lindbrook Capital
California
$222 +$247 +8 New
SFS
129
Sowell Financial Services
Arkansas
-$1.49M -46,988 Closed
II
130
Inspire Investing
Idaho
-$837K -26,424 Closed
4A
131
4Wealth Advisors
Illinois
-$748K -23,616 Closed
BCM
132
Bridgeway Capital Management
Texas
-$555K -17,508 Closed
EGM
133
Engineers Gate Manager
New York
-$517K -16,304 Closed
Millennium Management
134
Millennium Management
New York
-$466K -14,696 Closed
HFM
135
Harvest Fund Management
China
-$345K -11,392 Closed
SGI
136
Summit Global Investments
Utah
-$350K -11,056 Closed
AI
137
Acuitas Investments
Washington
-$330K -10,400 Closed
B
138
Bailard
California
-$330K -10,400 Closed
DADC
139
D.A. Davidson & Co
Montana
-$252K -7,956 Closed
CW
140
CreativeOne Wealth
Kansas
-$247K -7,792 Closed
CIP
141
Cornerstone Investment Partners
Georgia
-$236K -7,432 Closed
HF
142
HRT Financial
New York
-$225K -7,120 Closed
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
-$209K -6,580 Closed
GM
144
GeoWealth Management
Illinois
-$6.21K -196 Closed
HCA
145
Harbor Capital Advisors
Illinois
-$2.84K -92 -85%

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.