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Calix
CALX

Overview Fund Activity

258 hedge funds and large institutions have $2B invested in Calix in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
38
Increased
92
Reduced
94
Closed
29
Calls
$13.7M
Puts
$15.2M
Net Calls
-$1.45M
Net Calls Change
+$36.2M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$30.2M
2
PCM
Penn Capital Management
Pennsylvania
$12M
3
AllianceBernstein
AllianceBernstein
Tennessee
$88.9M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$8.62M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.97M

Top Sellers

1
TI
Trigran Investments
Illinois
$0
2
KCM
Kornitzer Capital Management
Kansas
$557K
3
Millennium Management
Millennium Management
New York
$62.6M
4
BlackRock
BlackRock
New York
$393M
5
SCM
SG Capital Management
Illinois
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
226
Financial Network Wealth Advisors
Utah
$1.99K +$1.99K +56 New
PFBT
227
Parkside Financial Bank & Trust
Missouri
$1.95K +$1.1K +31 +129%
HWP
228
Highline Wealth Partners
California
$1.95K +$638 +18 +49%
Amundi
229
Amundi
France
$1.91K -$278K -8,580 -99%
BCMLT
230
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K – – –
FFO
231
Fortitude Family Office
Arizona
$1.42K – – –
TPCW
232
TD Private Client Wealth
New York
$1.38K -$5.53K -156 -80%
CTC
233
Central Trust Company
Missouri
$1.28K -$35 -1 -3%
JWA
234
JFS Wealth Advisors
Pennsylvania
$1.03K – – –
HWM
235
Hemington Wealth Management
Virginia
$1K +$711 +27 +245%
IA
236
IFP Advisors
Florida
$957 -$788 -14 -45%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$957 – – –
MSG
238
Main Street Group
Virginia
$957 – – –
SW
239
SVB Wealth
Massachusetts
$886 +$886 +25 New
CFD
240
Creative Financial Designs
Indiana
$815 -$780 -22 -49%
CA
241
CoreCap Advisors
Michigan
$815 +$815 +23 New
SPIA
242
Steward Partners Investment Advisory
New York
$744 – – –
SC
243
Stephens Consulting
Michigan
$709 +$709 +20 New
BFS
244
Bare Financial Services
Pennsylvania
$602 +$602 +17 New
LFG
245
Larson Financial Group
Missouri
$496 – – –
SS
246
SBI Securities
Japan
$461 – – –
BF
247
BOK Financial
Oklahoma
$284 – – –
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$213 – – –
SIC
249
SJS Investment Consulting
Ohio
$178 – – –
SC
250
SouthState Corp
Florida
$178 +$178 +5 New
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10
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