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CaliberCos
CWD

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

413% more capital invested

Capital invested by funds: $27K → $139K (+$112K)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

43% more funds holding

Funds holding: 7 → 10 (+3)

0.55% more ownership

Funds ownership: 0% → 0.55% (+0.55%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$42.9K
2
BIG
Brookwood Investment Group
Arizona
+$42.7K
3
Morgan Stanley
Morgan Stanley
New York
+$6.6K
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.9K
5
TRCT
Tower Research Capital (TRC)
New York
+$2.67K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.36K
2
CA
Crewe Advisors
Utah
-$1.86K
3
Bank of America
Bank of America
North Carolina
-$1.29K
4
Raymond James Financial
Raymond James Financial
Florida
-$1.06K

CWD Hedge Fund Activity: Q3 2025 in Review

10 of the 7,645 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q3 2025, worth a combined $139K — up 413% from $27K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CWD positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $42.9K. The largest seller was UBS Group, exiting entirely with an estimated $8.36K sold.

  • 10 institutional investors held CaliberCos (CWD) as of Q3 2025, up from 7 in Q2 2025.
  • Funds reported $139K of CaliberCos stock for Q3 2025, up 413% quarter-over-quarter.
  • 5 funds opened new CaliberCos positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest CaliberCos buyer in Q3 2025 was CAPTRUST Financial Advisors, an estimated $42.9K added.
  • The largest CaliberCos seller in Q3 2025 was UBS Group, an estimated $8.36K sold.

Based on aggregated 13F filings for Q3 2025.