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Limbach Holdings
LMB

Overview Fund Activity

194 hedge funds and large institutions have $650M invested in Limbach Holdings in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
69
Reduced
62
Closed
30
Calls
$6.38M
Puts
$1.52M
Net Calls
+$4.86M
Net Calls Change
-$12.5M

Top Buyers

1
GIP
Granite Investment Partners
California
$15M
2
Bessemer Group
Bessemer Group
New Jersey
$11.7M
3
Capital International Investors
Capital International Investors
California
$11.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$9.69M
5
PCR
Potrero Capital Research
California
$9.67M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$2.37M
2
Invesco
Invesco
Georgia
$1.39M
3
NPIC
Neumeier Poma Investment Counsel
California
$24.4M
4
Morgan Stanley
Morgan Stanley
New York
$8.56M
5
TCM
Thames Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$1.99K +$1.99K +28 New
RIL
177
Rothschild Investment LLC
Illinois
$1.86K +$372 +5 +25%
CPG
178
Cornerstone Planning Group
New Jersey
$1.55K – – –
TPCW
179
TD Private Client Wealth
New York
$1.42K +$1.42K +19 New
BIG
180
Brooklyn Investment Group
New York
$1.34K +$1.34K +18 New
HWP
181
Highline Wealth Partners
California
$1.19K +$1.19K +16 New
TWD
182
True Wealth Design
Ohio
$1.04K +$820 +11 +367%
SCM
183
Sterling Capital Management
North Carolina
$894 +$149 +2 +20%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$745 +$745 +10 New
SIC
185
SJS Investment Consulting
Ohio
$745 +$745 +10 New
PS
186
Principal Securities
Iowa
$684 – – –
QCG
187
Quadrant Capital Group
Ohio
$596 +$596 +8 New
BIA
188
Bell Investment Advisors
California
$522 +$522 +7 New
CFD
189
Creative Financial Designs
Indiana
$521 +$521 +7 New
AF
190
Allworth Financial
California
$467 +$187 +2 +67%
SC
191
Stephens Consulting
Michigan
$373 +$373 +5 New
EWA
192
EverSource Wealth Advisors
Alabama
$298 +$149 +2 +100%
PA
193
Parallel Advisors
California
$223 -$1.56K -21 -88%
BWL
194
Bogart Wealth LLC
Virginia
$149 -$1.42K -19 -90%
TCM
195
Thames Capital Management
New Jersey
– -$4.48M -52,385 Closed
Walleye Capital
196
Walleye Capital
New York
– -$1.7M -19,872 Closed
JF
197
Jump Financial
Illinois
– -$1.18M -13,747 Closed
WG
198
Winton Group
United Kingdom
– -$1.07M -12,558 Closed
QT
199
Quantbot Technologies
New York
– -$1.05M -12,217 Closed
KPWS
200
Kestra Private Wealth Services
Texas
– -$989K -11,563 Closed
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