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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
3.51%
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 %
AssetMark Inc
251
AssetMark Inc
California
$177 -$7.72K -218 -98%
GFPC
252
Global Financial Private Client
Florida
$177 +$142 +4 +400%
AWM
253
Abound Wealth Management
Tennessee
$142 -$142 -4 -50%
HIA
254
HFM Investment Advisors
New Jersey
$36 +$36 +1 New
PWM
255
Parkworth Wealth Management
California
$35 – – –
HNB
256
Huntington National Bank
Ohio
$35 – – –
BHWM
257
Bay Harbor Wealth Management
Maryland
$35 +$35 +1 New
TI
258
Trigran Investments
Illinois
– -$25.2M -721,648 Closed
Norges Bank
259
Norges Bank
Norway
– -$11.5M -330,300 Closed
JG
260
Jain Global
New York
– -$6.27M -179,726 Closed
ECM
261
ExodusPoint Capital Management
New York
– -$1.47M -42,012 Closed
AI
262
Atom Investors
Texas
– -$1.35M -38,621 Closed
YIH
263
Y-Intercept (HK)
Hong Kong
– -$858K -24,592 Closed
ACM
264
Aquatic Capital Management
Illinois
– -$729K -20,896 Closed
GCM
265
Graham Capital Management
Connecticut
– -$689K -19,754 Closed
LIP
266
Liontrust Investment Partners
United Kingdom
– -$635K -18,213 Closed
MIC
267
Maxi Investments CY
Cyprus
– -$586K -16,798 Closed
DTL
268
Dynamic Technology Lab
Singapore
– -$512K -14,686 Closed
FRM
269
Fox Run Management
Connecticut
– -$475K -13,619 Closed
Baillie Gifford & Co
270
Baillie Gifford & Co
United Kingdom
– -$464K -13,308 Closed
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
– -$437K -12,546 Closed
DT
272
Diversified Trust
Tennessee
– -$419K -12,030 Closed
TC
273
TradeLink Capital
Illinois
– -$300K -8,661 Closed
NICM
274
Neo Ivy Capital Management
New York
– -$300K -8,616 Closed
MF
275
Magnetar Financial
Illinois
– -$222K -6,363 Closed
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