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CaliberCos
CWD

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.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

5.8% less ownership

Funds ownership: 5.8% → 0% (-5.8%)

63% less funds holding

Funds holding: 19 → 7 (-12)

80% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 15

94% less capital invested

Capital invested by funds: $484K → $27K (-$457K)

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
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.5K
2
CA
Crewe Advisors
Utah
+$3.27K
3
Bank of America
Bank of America
North Carolina
+$1.83K
4
Raymond James Financial
Raymond James Financial
Florida
+$1.58K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.57K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$91.5K
2
CCMG
Clark Capital Management Group
Pennsylvania
-$78.1K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$77.5K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$57K
5
Renaissance Technologies
Renaissance Technologies
New York
-$22.1K

CWD Hedge Fund Activity: Q2 2025 in Review

7 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q2 2025, worth a combined $27K — down 94% from $484K a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CWD and 3 opened new positions — a net loss of 12 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was UBS Group, opening a new position worth an estimated $12.5K. The largest seller was Citadel Advisors, exiting entirely with an estimated $91.5K sold.

  • 7 institutional investors held CaliberCos (CWD) as of Q2 2025, down from 19 in Q1 2025.
  • Funds reported $27K of CaliberCos stock for Q2 2025, down 94% quarter-over-quarter.
  • 3 funds opened new CaliberCos positions in Q2 2025 and 15 closed out, a net change of -12 holders.
  • The largest CaliberCos buyer in Q2 2025 was UBS Group, an estimated $12.5K added.
  • The largest CaliberCos seller in Q2 2025 was Citadel Advisors, an estimated $91.5K sold.

Based on aggregated 13F filings for Q2 2025.