CaliberCos
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 18 → 19 (+1)
1.2% more ownership
Funds ownership: 4.6% → 5.8% (+1.2%)
0% less capital invested
Capital invested by funds: $485K → $484K (-$616)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$87.5K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$35K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19.1K |
| 4 |
Renaissance Technologies
New York
|
+$15.1K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$39K |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$7.73K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.78K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$6.21K |
| 5 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$5.47K |
CWD Hedge Fund Activity: Q1 2025 in Review
19 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q1 2025, worth a combined $484K — down 0.13% from $485K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CWD positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $87.5K. The largest seller was UBS Group, exiting entirely with an estimated $39K sold.
- 19 institutional investors held CaliberCos (CWD) as of Q1 2025, up from 18 in Q4 2024.
- Funds reported $484K of CaliberCos stock for Q1 2025, down 0.13% quarter-over-quarter.
- 3 funds opened new CaliberCos positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest CaliberCos buyer in Q1 2025 was Clark Capital Management Group, an estimated $87.5K added.
- The largest CaliberCos seller in Q1 2025 was UBS Group, an estimated $39K sold.
Based on aggregated 13F filings for Q1 2025.