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CaliberCos

16 hedge funds and large institutions have $243K invested in CaliberCos in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $190K → $243K (+$52.9K)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.43% more ownership

Funds ownership: 2.74%3.17% (+0.43%)

0% more funds holding

Funds holding: 1616 (0)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$75.6K +$44.3K +34,382 +110%
VFT
2
Vanguard Fiduciary Trust
Pennsylvania
$41.1K +$46.1K +35,759 New
VCM
3
Vanguard Capital Management
Pennsylvania
$30.3K +$34K +26,344 New
XT
4
XTX Topco
Cayman Islands
$25K -$1.16K -901 -4%
Citadel Advisors
5
Citadel Advisors
Florida
$24.4K +$27.4K +21,254 New
TSS
6
Two Sigma Securities
New York
$18.1K +$20.2K +15,704 New
Northern Trust
7
Northern Trust
Illinois
$12.6K
UBS Group
8
UBS Group
Switzerland
$3.96K -$1.71K -1,323 -28%
Citigroup
9
Citigroup
New York
$3.75K +$4.21K +3,264 +326,400%
FFO
10
Fortitude Family Office
Arizona
$2.78K
TRCT
11
Tower Research Capital (TRC)
New York
$2.74K -$559 -434 -15%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.42K +$1.6K +1,238 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1K
DF
14
DecisionPoint Financial
Arizona
$164
CA
15
Crewe Advisors
Utah
$140
Morgan Stanley
16
Morgan Stanley
New York
$44 -$1.12K -866 -96%
Jane Street
17
Jane Street
New York
-$30.6K -24,653 Closed
HF
18
HRT Financial
New York
-$18K -14,626 Closed
JP Morgan Chase
19
JP Morgan Chase
New York
-$1.59K -1,280 Closed
Bank of America
20
Bank of America
North Carolina
-$142 -115 Closed

CWD Hedge Fund Activity: Q1 2026 in Review

16 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q1 2026, worth a combined $243K — up 28% from $190K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CWD positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $44.3K. The largest seller was Jane Street, exiting entirely with an estimated $30.6K sold.

  • 16 institutional investors held CaliberCos (CWD) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $243K of CaliberCos stock for Q1 2026, up 28% quarter-over-quarter.
  • 5 funds opened new CaliberCos positions in Q1 2026 and 4 closed out, a net change of +1 holder.
  • The largest CaliberCos buyer in Q1 2026 was Geode Capital Management, an estimated $44.3K added.
  • The largest CaliberCos seller in Q1 2026 was Jane Street, an estimated $30.6K sold.

Based on aggregated 13F filings for Q1 2026.