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313 hedge funds and large institutions have $3.48B invested in Calix in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 111 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.17M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$502M)

6% more funds holding

Funds holding: 295313 (+18)

10% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 101

0.46% more ownership

Funds ownership: 86.28%86.74% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
313
Holders Change
+18
Holders Change %
+6.1%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
111
Reduced
101
Closed
30
Calls
$10.4M
Puts
$2.17M
Net Calls
+$8.27M
Net Calls Change
-$879K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
226
Fred Alger Management
New York
$234K +$219K +3,807 New
YIH
227
Y-Intercept (HK)
Hong Kong
$233K +$219K +3,797 New
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$223K +$142K +2,458 +209%
VT
229
Vise Technologies
New York
$222K +$208K +3,620 New
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$217K +$203K +3,530 New
QCG
231
Quadrant Capital Group
Ohio
$214K +$201K +3,487 New
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$207K +$195K +3,378 New
BBW
233
Blue Barn Wealth
Utah
$206K +$193K +3,350 New
VPIM
234
Vanguard Personalized Indexing Management
California
$205K +$193K +3,344 New
TRCT
235
Tower Research Capital (TRC)
New York
$168K -$335K -5,818 -68%
NICM
236
Neo Ivy Capital Management
New York
$160K +$150K +2,600 New
Royal Bank of Canada
237
Royal Bank of Canada
Ontario, Canada
$131K -$1.13M -19,552 -90%
KBC Group
238
KBC Group
Belgium
$128K
GI
239
GAMMA Investing
California
$102K +$10.9K +190 +13%
SAM
240
Smartleaf Asset Management
Massachusetts
$98.8K +$21K +365 +29%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$92K +$9.91K +172 +13%
S
242
SignatureFD
Georgia
$77.1K -$6.51K -113 -8%
PHK
243
Point72 Hong Kong
Hong Kong
$64.9K +$60.9K +1,058 New
NA
244
NewEdge Advisors
Louisiana
$64.2K +$60.2K +1,046 New
PE
245
Point72 Europe
United Kingdom
$59.5K +$55.9K +970 New
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$55K
BNP Paribas Asset Management
247
BNP Paribas Asset Management
France
$41K
C
248
Covestor
United Kingdom
$40K +$21K +365 +125%
WT
249
Whittier Trust
California
$38.1K +$31.2K +541 +541%
US Bancorp
250
US Bancorp
Minnesota
$31.7K -$360K -6,243 -92%

CALX Hedge Fund Activity: Q3 2025 in Review

313 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2025, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CALX positions and 30 closed out — a net gain of 22 holders — while 111 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $68.1M. The largest seller was Assenagon Asset Management, cutting an estimated $39.6M.

  • 313 institutional investors held Calix (CALX) as of Q3 2025, up from 295 in Q2 2025.
  • Funds reported $3.48B of Calix stock for Q3 2025, up 17% quarter-over-quarter.
  • 52 funds opened new Calix positions in Q3 2025 and 30 closed out, a net change of +22 holders.
  • The largest Calix buyer in Q3 2025 was T. Rowe Price Associates, an estimated $68.1M added.
  • The largest Calix seller in Q3 2025 was Assenagon Asset Management, an estimated $39.6M sold.

Based on aggregated 13F filings for Q3 2025.