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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
BlackRock
1
BlackRock
New York
$34.8M -$76.4K -2,476 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.6M +$955K +30,948 +3%
DLP
3
De Lisle Partners
United Kingdom
$24.8M +$2.14M +69,232 +8%
WA
4
Wasatch Advisors
Utah
$24.1M +$11.7M +377,732 +77%
Renaissance Technologies
5
Renaissance Technologies
New York
$20.4M -$312K -10,112 -1%
PAIM
6
Punch & Associates Investment Management
Minnesota
$14.4M -$7.19M -232,836 -31%
GVIC
7
Global Value Investment Corporation
Wisconsin
$14.2M -$4.35M -140,920 -22%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.4M -$957K -30,996 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.3M +$267K +8,648 +2%
State Street
10
State Street
Massachusetts
$9.07M +$632K +20,464 +7%
BAM
11
Ballast Asset Management
Texas
$8.93M +$156K +5,040 +2%
Invesco
12
Invesco
Georgia
$8.26M -$2.55M -82,528 -22%
CL
13
Choreo LLC
Illinois
$7.52M -$1.1M -35,728 -12%
TCM
14
Tieton Capital Management
Washington
$6.58M -$222K -7,180 -3%
RA
15
Royce & Associates
New York
$5.61M +$1.36K +44 +0%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.27M +$5.87M +190,280 New
Northern Trust
17
Northern Trust
Illinois
$5.22M -$200K -6,488 -3%
HIM
18
Herald Investment Management
United Kingdom
$4.41M
FP
19
Foundry Partners
Minnesota
$3.92M -$27.2K -880 -0.6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.72M -$74.2K -2,404 -2%
OAM
21
Oberweis Asset Management
Illinois
$2.66M +$2.96M +96,000 New
ACA
22
Aptus Capital Advisors
Alabama
$2.46M +$2.74M +88,740 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.22M -$256K -8,296 -9%
Morgan Stanley
24
Morgan Stanley
New York
$2.01M +$406K +13,160 +22%
Victory Capital Management
25
Victory Capital Management
Texas
$1.61M -$1.87M -60,732 -51%

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.