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.
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)
0.05% less ownership
Funds ownership: 0.8% → 0.75% (-0.05%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$42.9K |
| 2 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$42.7K |
| 3 |
Morgan Stanley
New York
|
+$6.6K |
| 4 |
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
Zurich,
Switzerland
|
-$8.36K |
| 2 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
-$1.86K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.29K |
| 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 | +$42.9K | +11,514 | New |
|
|
BIG
2
Brookwood Investment Group
Phoenix,
Arizona
| $50.8K | +$42.7K | +11,452 | New |
|
|
FFO
3
Fortitude Family Office
Scottsdale,
Arizona
| $10.7K | – | – | – |
|
|
4
Morgan Stanley
New York
| $7.86K | +$6.6K | +1,770 | New |
|
|
5
JP Morgan Chase
New York
| $5.84K | +$4.9K | +1,315 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $5.27K | +$2.67K | +717 | +153% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
8
Citigroup
New York
| $1.44K | +$1.21K | +325 | New |
|
|
CA
9
Crewe Advisors
Salt Lake City,
Utah
| $538 | -$1.86K | -500 | -81% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $31 | -$1.29K | -346 | -98% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$8.36K | -2,367 | Closed |
|
|
12
Raymond James Financial
St Petersburg,
Florida
| – | -$1.06K | -300 | Closed |
|
CWD Hedge Fund Activity: Q3 2025 in Review
10 of the 7,628 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.