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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
SC
251
SouthState Corp
Florida
$30.7K -$288 -5 -1%
Ohio Public Employees Retirement System (OPERS)
252
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.6K -$461 -8 -2%
N
253
Natixis
France
$28.1K -$14.3K -249 -35%
CA
254
Clearstead Advisors
Ohio
$26.9K +$14.7K +255 +139%
QL
255
Quarry LP
New York
$25.7K -$4.26K -74 -15%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$25.7K +$2.42K +42 +11%
TVWM
257
Tower View Wealth Management
Wisconsin
$24.5K
SL
258
Salomon & Ludwin
Virginia
$22.3K +$21.5K +374 New
Bessemer Group
259
Bessemer Group
New Jersey
$22K +$5.53K +96 +37%
FFA
260
Farther Finance Advisors
California
$20.7K +$14.7K +255 +307%
CA
261
Crewe Advisors
Utah
$18.2K +$17K +296 New
AF
262
Allworth Financial
California
$17.7K +$1.21K +21 +8%
GWSG
263
GPS Wealth Strategies Group
Colorado
$16.9K
UB
264
UMB Bank
Missouri
$13.1K +$2.65K +46 +28%
WANY
265
Wealthspire Advisors (New York)
New York
$12.7K +$11.9K +207 New
AAP
266
Arax Advisory Partners
Colorado
$11.9K +$11.2K +194 New
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$10.1K +$9.45K +164 New
TC
268
Truvestments Capital
Florida
$9.33K -$6.33K -110 -42%
PS
269
Principal Securities
Iowa
$9.21K +$6.22K +108 +257%
Optiver Holding
270
Optiver Holding
Netherlands
$9.21K +$8.64K +150 New
HFS
271
Hantz Financial Services
Michigan
$9K +$5.99K +104 +242%
SCM
272
Sterling Capital Management
North Carolina
$8.78K
EWA
273
EverSource Wealth Advisors
Alabama
$8.22K
PA
274
Parallel Advisors
California
$8.04K +$3.92K +68 +108%
PWMG
275
Private Wealth Management Group
New Jersey
$7.49K

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.