CaliberCos
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.
0.51% more ownership
Funds ownership: 0.29% → 0.8% (+0.51%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.5K |
| 2 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$3.27K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.83K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.58K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$91.5K |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$78.1K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$77.5K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$57K |
| 5 |
Renaissance Technologies
New York
|
-$22.1K |
CWD Hedge Fund Activity: Q2 2025 in Review
7 of the 7,601 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.