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Calix
CALX

Overview Fund Activity

293 hedge funds and large institutions have $2.97B invested in Calix in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
97
Reduced
102
Closed
28
Calls
$11.8M
Puts
$2.64M
Net Calls
+$9.15M
Net Calls Change
+$10.6M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$43.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$50.4M
4
Millennium Management
4
Millennium Management
New York
$120M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$21.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$71.7M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$62.4K -$19.6K -368 -24%
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$46K – – –
N
228
Natixis
France
$37.6K -$1.54K -29 -4%
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$36K +$36K +674 New
Raymond James Financial
230
Raymond James Financial
Florida
$30K +$30K +564 New
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$27K -$1.12K -21 -4%
SC
232
SouthState Corp
Florida
$26.9K +$26.6K +500 +10,000%
QL
233
Quarry LP
New York
$26.2K -$45.7K -860 -64%
Osaic Holdings
234
Osaic Holdings
Arizona
$24K -$59.4K -1,591 -71%
Simplex Trading
235
Simplex Trading
Illinois
$24K +$24K +455 New
TVWM
236
Tower View Wealth Management
Wisconsin
$21.3K – – –
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$20K +$4.89K +92 +32%
Group One Trading
238
Group One Trading
Illinois
$15.8K -$37.2K -700 -70%
C
239
Covestor
United Kingdom
$15K -$103 -2 -0.7%
GWSG
240
GPS Wealth Strategies Group
Colorado
$14.6K – – –
AF
241
Allworth Financial
California
$14.2K +$2.23K +42 +19%
Bessemer Group
242
Bessemer Group
New Jersey
$14K +$2.09K +39 +18%
TC
243
Truvestments Capital
Florida
$13.9K – – –
IA
244
IFP Advisors
Florida
$13.4K -$957 -17 Closed
LI
245
LRI Investments
Florida
$12.2K – – –
BC
246
Bayforest Capital
United Kingdom
$11.5K +$11.5K +216 New
CA
247
Clearstead Advisors
Ohio
$9.73K +$9.73K +183 New
UB
248
UMB Bank
Missouri
$8.88K -$2.23K -42 -20%
ACM
249
Aster Capital Management
United Arab Emirates
$8.72K +$8.72K +164 New
HIM
250
Hillsdale Investment Management
Ontario, Canada
$8.51K +$8.51K +160 New
8 9
10
11 12