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331 hedge funds and large institutions have $3.11B invested in Calix in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more call options, than puts

Call options by funds: $4.08M | Put options by funds: $360K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313331 (+18)

1.95% more ownership

Funds ownership: 86.74%88.69% (+1.9%)

11% less capital invested

Capital invested by funds: $3.48B → $3.11B (-$365M)

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
59
Increased
127
Reduced
101
Closed
34
Calls
$4.08M
Puts
$360K
Net Calls
+$3.72M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kestra Advisory Services
Texas
$67.1K +$73.8K +1,267 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$67K -$13.8K -237 -16%
S
253
SignatureFD
Georgia
$64.9K -$1.81K -31 -2%
NA
254
NewEdge Advisors
Louisiana
$53.1K -$2.45K -42 -4%
PWPS
255
Pinnacle Wealth Planning Services
Ohio
$51.8K +$57K +979 New
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$50K +$15.7K +270 +40%
SFG
257
Strive Financial Group
Indiana
$40.1K +$44.1K +757 New
CIAM
258
Caitong International Asset Management
Hong Kong
$39.4K +$43.2K +742 +24,733%
C
259
Covestor
United Kingdom
$35K -$116 -2 -0.3%
FFA
260
Farther Finance Advisors
California
$29.2K +$12.4K +213 +63%
QL
261
Quarry LP
New York
$28.2K +$6.64K +114 +27%
DekaBank Deutsche Girozentrale
262
DekaBank Deutsche Girozentrale
Germany
$28K
US Bancorp
263
US Bancorp
Minnesota
$27.4K
DB
264
Danske Bank
Denmark
$26.5K -$4.85M -83,235 -99%
SC
265
SouthState Corp
Florida
$26.5K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$24.8K +$2.91K +50 +12%
Ohio Public Employees Retirement System (OPERS)
267
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.5K -$2.1K -36 -7%
WT
268
Whittier Trust
California
$21.6K -$14.5K -249 -39%
SL
269
Salomon & Ludwin
Virginia
$21.2K +$932 +16 +4%
TVWM
270
Tower View Wealth Management
Wisconsin
$21.2K
DT
271
DV Trading
Illinois
$21.2K +$23.3K +400 New
SCM
272
Sterling Capital Management
North Carolina
$21K +$14.7K +253 +177%
BWA
273
Basecamp Wealth Advisors
Washington
$17.7K +$19.5K +334 New
CA
274
Crewe Advisors
Utah
$17.3K +$1.75K +30 +10%
HFS
275
Hantz Financial Services
Michigan
$17K +$10.5K +180 +122%