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CaliberCos
CWD

17 hedge funds and large institutions have $190K invested in CaliberCos in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

70% more funds holding

Funds holding: 10 → 17 (+7)

37% more capital invested

Capital invested by funds: $139K → $190K (+$51.7K)

1.99% more ownership

Funds ownership: 0.75% → 2.74% (+2%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$96.3K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$84K
3
Jane Street
Jane Street
New York
+$66K
4
XT
XTX Topco
Cayman Islands
+$60.8K
5
HF
HRT Financial
New York
+$39.2K

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$51.1K
2
BIG
Brookwood Investment Group
Arizona
-$50.8K
3
Morgan Stanley
Morgan Stanley
New York
-$2.32K
4
Citigroup
Citigroup
New York
-$868
5
JP Morgan Chase
JP Morgan Chase
New York
-$94

CWD Hedge Fund Activity: Q4 2025 in Review

17 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q4 2025, worth a combined $190K — up 37% from $139K a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CWD positions and 2 closed out — a net gain of 7 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $96.3K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $51.1K sold.

  • 17 institutional investors held CaliberCos (CWD) as of Q4 2025, up from 10 in Q3 2025.
  • Funds reported $190K of CaliberCos stock for Q4 2025, up 37% quarter-over-quarter.
  • 9 funds opened new CaliberCos positions in Q4 2025 and 2 closed out, a net change of +7 holders.
  • The largest CaliberCos buyer in Q4 2025 was Vanguard Group, an estimated $96.3K added.
  • The largest CaliberCos seller in Q4 2025 was CAPTRUST Financial Advisors, an estimated $51.1K sold.

Based on aggregated 13F filings for Q4 2025.