294 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, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.55% more ownership

Funds ownership: 84.5%86.05% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$2.64M
Net Calls
Net Calls Change

Top Sellers

1 -$61.7M
2 -$46.6M
3 -$36.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
251
Hillsdale Investment Management
Ontario, Canada
$8.51K
SCM
252
Sterling Capital Management
North Carolina
$7.61K
EWA
253
EverSource Wealth Advisors
Alabama
$7.13K
PWMG
254
Private Wealth Management Group
New Jersey
$6.49K
RIL
255
Rothschild Investment LLC
Illinois
$5.85K
TPWA
256
Twin Peaks Wealth Advisors
California
$5.67K
WT
257
Whittier Trust
California
$5.32K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$4.68K
VCM
259
Versant Capital Management
Arizona
$4.63K
NEWAS
260
N.E.W. Advisory Services
Wisconsin
$4.52K
FFA
261
Farther Finance Advisors
California
$4.42K
PA
262
Parallel Advisors
California
$3.35K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$3.3K
HWM
264
Hemington Wealth Management
Virginia
$3K
FNWA
265
Financial Network Wealth Advisors
Utah
$2.98K
HWP
266
Highline Wealth Partners
California
$2.92K
BCMLT
267
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.71K
FFO
268
Fortitude Family Office
Arizona
$2.34K
PS
269
Principal Securities
Iowa
$2.23K
MCM
270
MAI Capital Management
Ohio
$2.02K
HFS
271
Hantz Financial Services
Michigan
$2K
CTC
272
Central Trust Company
Missouri
$1.92K
PWA
273
Physician Wealth Advisors
Utah
$1.86K
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.44K
MSG
275
Main Street Group
Virginia
$1.44K