CaliberCos
10 hedge funds and large institutions have $139K invested in CaliberCos in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$51.1K | |
| 2 | +$50.8K | |
| 3 | +$7.86K | |
| 4 |
JP Morgan Chase
New York
|
+$5.84K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.18K |
Top Sellers
| 1 | -$8.36K | |
| 2 | -$2.22K | |
| 3 | -$1.53K | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $51.1K |
|
|||
|
BIG
2
Brookwood Investment Group
Phoenix,
Arizona
| $50.8K |
|
|||
|
FFO
3
Fortitude Family Office
Scottsdale,
Arizona
| $10.7K |
|
|||
4
Morgan Stanley
New York
| $7.86K |
|
|||
|
5
JP Morgan Chase
New York
| $5.84K |
|
|||
|
TRCT
6
Tower Research Capital (TRC)
New York
| $5.27K |
|
|||
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K |
|
|||
8
Citigroup
New York
| $1.44K |
|
|||
|
CA
9
Crewe Advisors
Salt Lake City,
Utah
| $538 |
|
|||
10
Bank of America
Charlotte,
North Carolina
| $31 |
|
|||
11
UBS Group
Zurich,
Switzerland
| – |
|
|||
|
12
Raymond James Financial
St Petersburg,
Florida
| – |
|