CALX icon

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.

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 %
SCM
251
Sterling Capital Management
North Carolina
$7.61K -$9.1K -171 -54%
EWA
252
EverSource Wealth Advisors
Alabama
$7.13K +$3.09K +58 +76%
PWMG
253
Private Wealth Management Group
New Jersey
$6.49K -$904 -17 -12%
RIL
254
Rothschild Investment LLC
Illinois
$5.85K +$798 +15 +16%
TPWA
255
Twin Peaks Wealth Advisors
California
$5.67K +$5.67K +97 New
WT
256
Whittier Trust
California
$5.32K – – –
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$4.68K +$4.68K +88 New
VCM
258
Versant Capital Management
Arizona
$4.63K – – –
NEWAS
259
N.E.W. Advisory Services
Wisconsin
$4.52K – – –
FFA
260
Farther Finance Advisors
California
$4.42K +$904 +17 +26%
PA
261
Parallel Advisors
California
$3.35K -$3.67K -69 -52%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$3.3K -$3.72K -70 -53%
HWM
263
Hemington Wealth Management
Virginia
$3K +$1.39K +33 +87%
FNWA
264
Financial Network Wealth Advisors
Utah
$2.98K – – –
HWP
265
Highline Wealth Partners
California
$2.93K – – –
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.71K – – –
FFO
267
Fortitude Family Office
Arizona
$2.34K +$213 +4 +10%
PS
268
Principal Securities
Iowa
$2.23K +$2.23K +42 New
MCM
269
MAI Capital Management
Ohio
$2.02K +$2.02K +38 New
HFS
270
Hantz Financial Services
Michigan
$2K +$1.35K +29 +207%
CTC
271
Central Trust Company
Missouri
$1.92K – – –
PWA
272
Physician Wealth Advisors
Utah
$1.86K +$1.86K +35 New
MSG
273
Main Street Group
Virginia
$1.44K – – –
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.44K – – –
BFS
275
Bare Financial Services
Pennsylvania
$1.44K +$532 +10 +59%
9 10
11
12 13