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CaliberCos

7 hedge funds and large institutions have $27K invested in CaliberCos in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 15 closing their positions.

Holders
7
Holders Change
-12
Holders Change %
-63.16%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
2
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
1
Fortitude Family Office
Arizona
$8.53K -$4 -1 -0%
UBS Group
2
UBS Group
Switzerland
$8.36K +$8.36K +2,367 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4K -$4 -1 -0.1%
CA
4
Crewe Advisors
Utah
$2.19K +$2.19K +621 New
TRCT
5
Tower Research Capital (TRC)
New York
$1.66K +$1.05K +298 +173%
Bank of America
6
Bank of America
North Carolina
$1.25K +$1.23K +348 +6,960%
Raymond James Financial
7
Raymond James Financial
Florida
$1.06K +$1.06K +300 New
Citadel Advisors
8
Citadel Advisors
Florida
-$91.5K -8,256 Closed
CCMG
9
Clark Capital Management Group
Pennsylvania
-$78.1K -7,053 Closed
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
-$77.5K -7,000 Closed
Geode Capital Management
11
Geode Capital Management
Massachusetts
-$57K -5,141 Closed
Renaissance Technologies
12
Renaissance Technologies
New York
-$22.1K -1,997 Closed
IIC
13
Ironwood Investment Counsel
Arizona
-$18.3K -1,651 Closed
SIM
14
Synergy Investment Management
Florida
-$17.7K -1,600 Closed
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
-$17K -1,536 Closed
VF
16
Virtu Financial
New York
-$14K -1,290 Closed
1W
17
1776 Wealth
Georgia
-$13.8K -1,250 Closed
AA
18
ACT Advisors
North Carolina
-$11.8K -1,067 Closed
TSS
19
Two Sigma Securities
New York
-$10.1K -911 Closed
Vanguard Group
20
Vanguard Group
Pennsylvania
-$7.99K -721 Closed
Creative Planning
21
Creative Planning
Kansas
-$6.33K -572 Closed
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
-$9 -1 Closed