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CaliberCos
CWD

Overview Fund Activity

19 hedge funds and large institutions have $484K invested in CaliberCos in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$78.1K
2
Citadel Advisors
Citadel Advisors
Florida
+$31.2K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$17K
4
Renaissance Technologies
Renaissance Technologies
New York
+$13.5K
5
TSS
Two Sigma Securities
New York
+$10.1K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$39K
2
CCM
Coldstream Capital Management
Washington
-$7.73K
3
Bank of America
Bank of America
North Carolina
-$5.57K
4
Creative Planning
Creative Planning
Kansas
-$5.54K
5
AA
ACT Advisors
North Carolina
-$4.88K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$91.5K +$31.2K +2,818 +52%
CCMG
2
Clark Capital Management Group
Pennsylvania
$78.1K +$78.1K +7,053 New
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$77.5K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$57K -$1.78K -161 -3%
FFO
5
Fortitude Family Office
Arizona
$26.8K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$22.1K +$13.5K +1,215 +155%
IIC
7
Ironwood Investment Counsel
Arizona
$18.3K – – –
SIM
8
Synergy Investment Management
Florida
$17.7K – – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$17K +$17K +1,536 New
VF
10
Virtu Financial
New York
$14K +$5.65K +521 +68%
1W
11
1776 Wealth
Georgia
$13.8K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12K – – –
AA
13
ACT Advisors
North Carolina
$11.8K -$4.88K -441 -29%
TSS
14
Two Sigma Securities
New York
$10.1K +$10.1K +911 New
Vanguard Group
15
Vanguard Group
Pennsylvania
$7.99K – – –
Creative Planning
16
Creative Planning
Kansas
$6.33K -$5.54K -500 -47%
TRCT
17
Tower Research Capital (TRC)
New York
$1.9K – – –
Bank of America
18
Bank of America
North Carolina
$51 -$5.57K -546 -99%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$9 – – –
UBS Group
20
UBS Group
Switzerland
– -$39K -2,792 Closed
CCM
21
Coldstream Capital Management
Washington
– -$7.73K -553 Closed