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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
AAP
126
Arax Advisory Partners
Colorado
$3.29K +$3.48K +120 +1,500%
Federated Hermes
127
Federated Hermes
Pennsylvania
$3.19K -$813 -28 -18%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
SCM
129
Sterling Capital Management
North Carolina
$2.67K +$1.86K +64 +160%
GI
130
GAMMA Investing
California
$1.85K -$4.53K -156 -68%
SS
131
SBI Securities
Japan
$1.75K -$1.04K -36 -35%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$1.54K +$232 +8 +15%
UBS AM
133
UBS AM
Illinois
$1.34K +$1.51K +52 New
UFF
134
USA Financial Formulas
Michigan
$822 +$929 +32 New
QCG
135
Quadrant Capital Group
Ohio
$720 – – –
SAG
136
SageView Advisory Group
California
$206 +$232 +8 New
AF
137
Allworth Financial
California
$46 -$580 -20 Closed
Citadel Advisors
138
Citadel Advisors
Florida
– -$1.62M -47,916 Closed
IAA
139
Independent Advisor Alliance
North Carolina
– -$1.5M -44,512 Closed
NA
140
Navellier & Associates
Nevada
– -$1.1M -32,588 Closed
PP
141
PDT Partners
New York
– -$878K -26,052 Closed
CG
142
Cynosure Group
Utah
– -$513K -15,228 Closed
Franklin Resources
143
Franklin Resources
California
– -$403K -11,956 Closed
Two Sigma Investments
144
Two Sigma Investments
New York
– -$358K -10,616 Closed
QC
145
Quadrature Capital
United Kingdom
– -$301K -8,940 Closed
Kovitz Investment Group Partners
146
Kovitz Investment Group Partners
Illinois
– -$273K -8,100 Closed
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
– -$264K -7,840 Closed
CC
148
Centiva Capital
New York
– -$248K -7,344 Closed
TSS
149
Two Sigma Securities
New York
– -$225K -6,668 Closed
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
– -$210K -6,228 Closed
3 4 5
6
7

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.