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CaliberCos
CWD

18 hedge funds and large institutions have $98.2M invested in CaliberCos in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,364% more capital invested

Capital invested by funds: $458K → $98.2M (+$97.8M)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

20% more funds holding

Funds holding: 15 → 18 (+3)

0.02% less ownership

Funds ownership: 0.25% → 0.23% (-0.02%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$49.6K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$37.9K
3
UBS Group
UBS Group
Switzerland
+$32K
4
IIC
Ironwood Investment Counsel
Arizona
+$18.9K
5
AA
ACT Advisors
North Carolina
+$17.3K

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$212K
2
CIP
Capital Insight Partners
Arizona
-$29.5K
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.4K
4
TRCT
Tower Research Capital (TRC)
New York
-$57
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$97.9M +$17.2K +1,500 +27%
Citadel Advisors
2
Citadel Advisors
Florida
$76K +$49.6K +4,323 +388%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$74.1K +$37.9K +3,309 +166%
UBS Group
4
UBS Group
Switzerland
$39K +$32K +2,792 New
FFO
5
Fortitude Family Office
Arizona
$33.8K – – –
IIC
6
Ironwood Investment Counsel
Arizona
$23.1K +$18.9K +1,651 New
SIM
7
Synergy Investment Management
Florida
$22.4K +$18.3K +1,600 New
AA
8
ACT Advisors
North Carolina
$21.1K +$17.3K +1,508 New
1W
9
1776 Wealth
Georgia
$17.5K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15K – – –
Creative Planning
11
Creative Planning
Kansas
$15K – – –
VF
12
Virtu Financial
New York
$11K +$8.82K +769 New
Renaissance Technologies
13
Renaissance Technologies
New York
$10.9K -$1.4K -122 -13%
Vanguard Group
14
Vanguard Group
Pennsylvania
$10.1K – – –
CCM
15
Coldstream Capital Management
Washington
$7.73K – – –
Bank of America
16
Bank of America
North Carolina
$7.7K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$2.41K -$57 -5 -3%
JP Morgan Chase
18
JP Morgan Chase
New York
$13 – – –
Mariner
19
Mariner
Kansas
– -$212K -17,008 Closed
CIP
20
Capital Insight Partners
Arizona
– -$29.5K -2,360 Closed

CWD Hedge Fund Activity: Q4 2024 in Review

18 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q4 2024, worth a combined $98.2M — up 21,364% from $458K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CWD positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $49.6K. The largest seller was Mariner, exiting entirely with an estimated $212K sold.

  • 18 institutional investors held CaliberCos (CWD) as of Q4 2024, up from 15 in Q3 2024.
  • Funds reported $98.2M of CaliberCos stock for Q4 2024, up 21,364% quarter-over-quarter.
  • 5 funds opened new CaliberCos positions in Q4 2024 and 2 closed out, a net change of +3 holders.
  • The largest CaliberCos buyer in Q4 2024 was Citadel Advisors, an estimated $49.6K added.
  • The largest CaliberCos seller in Q4 2024 was Mariner, an estimated $212K sold.

Based on aggregated 13F filings for Q4 2024.