Who Owns CaliberCos Inc. (CWD)?Hedge Fund & Institutional Holders
Institutional Holders
20
as of Q4 2025
Total Institutional Value
$50002000000000000.0T
% of Float Held
—
QoQ Change in Holders
+9 / -1
Price History
CWD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | New Position | +5K | +$5.0M |
| Fortitude Family Office, LLC | New Position | +2K | +$2.0M |
| VANGUARD GROUP INC | New Position | +36K | +$0 |
| GEODE CAPITAL MANAGEMENT, LLC | New Position | +31K | +$0 |
| HRT FINANCIAL LP | New Position | +15K | +$0 |
| JANE STREET GROUP, LLC | New Position | +25K | +$0 |
| XTX Topco Ltd | New Position | +23K | +$0 |
| DecisionPoint Financial, LLC | New Position | +142 | +$0 |
| BANK OF AMERICA CORP /DE/ | Increased | +108 | +$0 |
| NORTHERN TRUST CORP | New Position | +11K | +$0 |
| Tower Research Capital LLC (TRC) | Increased | +2K | +$-5.3M |
CWD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Closed Position | -12K | -$51.1M |
| JPMORGAN CHASE & CO | Decreased | -35 | -$5.0M |
| CITIGROUP INC | Decreased | -324 | -$1.4M |
| MORGAN STANLEY | Decreased | -866 | -$7K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 4,766 | $5.0M | 0.00% | Share |
| 2 | Fortitude Family Office, LLC | 2,415 | $2.0M | 0.00% | Share |
| 3 | JANE STREET GROUP, LLC | 24,653 | $0 | 0.00% | Share |
| 4 | VANGUARD GROUP INC | 35,759 | $0 | 0.00% | Share |
| 5 | VANGUARD GROUP INC | 185 | $0 | 0.00% | Share |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 27,322 | $0 | 0.00% | Share |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4,019 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 904 | $0 | 0.00% | Share |
| 9 | DecisionPoint Financial, LLC | 142 | $0 | 0.00% | Share |
| 10 | XTX Topco Ltd | 22,680 | $0 | 0.00% | Share |
| 11 | ROYAL BANK OF CANADA | 1,048 | $0 | 0.00% | Share |
| 12 | UBS Group AG | 1 | $0 | 0.00% | Share |
| 13 | Tower Research Capital LLC (TRC) | 2,818 | $0 | 0.00% | Share |
| 14 | BANK OF AMERICA CORP /DE/ | 39 | $0 | 0.00% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 76 | $0 | 0.00% | Share |
| 16 | NORTHERN TRUST CORP | 10,989 | $0 | 0.00% | Share |
| 17 | CITIGROUP INC | 1 | $0 | 0.00% | Share |
| 18 | Crewe Advisors LLC | 121 | $0 | 0.00% | Share |
| 19 | JPMORGAN CHASE & CO | 1,280 | $0 | 0.00% | Share |
| 20 | HRT FINANCIAL LP | 14,626 | $0 | 0.00% | Share |
CWD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $7.0M | +8 |
| Q3 2025 | 8 | $67.8M | +0 |
| Q2 2025 | 8 | $24.6M | -11 |
| Q1 2025 | 19 | $441.8M | +2 |
| Q4 2024 | 17 | $303.9M | +3 |
| Q3 2024 | 14 | $116.0M | +1 |
| Q2 2024 | 13 | $126.1M | +0 |
| Q1 2024 | 13 | $103.0M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 20 institutional investors hold CWD (CaliberCos Inc.). The largest holder is UBS Group AG with $5.0M in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own CWD?
As of Q4 2025, 20 institutional investors report holding CWD (CaliberCos Inc.) in their 13F filings.
Who is the largest institutional holder of CWD?
The largest institutional holder of CWD is UBS Group AG with $5.0M in shares.
Is institutional ownership of CWD increasing or decreasing?
This quarter, 9 institutions opened new positions in CWD and 1 closed their positions.