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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.

New
Increased
Maintained
Reduced
Closed
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 %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$1.33K -$1.6K -30 -55%
CFD
277
Creative Financial Designs
Indiana
$1.22K – – –
SPIA
278
Steward Partners Investment Advisory
New York
$1.12K – – –
LFG
279
Larson Financial Group
Missouri
$798 +$53 +1 +7%
SS
280
SBI Securities
Japan
$691 – – –
JWA
281
JFS Wealth Advisors
Pennsylvania
$479 -$1.06K -20 -69%
BF
282
BOK Financial
Oklahoma
$426 – – –
TWD
283
True Wealth Design
Ohio
$373 +$373 +7 New
AssetMark Inc
284
AssetMark Inc
California
$372 +$106 +2 +40%
DPW
285
DiNuzzo Private Wealth
Pennsylvania
$320 – – –
CT
286
Clearstead Trust
Maine
$320 +$320 +6 New
AGWCA
287
Annis Gardner Whiting Capital Advisors
Florida
$266 +$266 +5 New
SIC
288
SJS Investment Consulting
Ohio
$213 -$53 -1 -20%
AWM
289
Abound Wealth Management
Tennessee
$213 – – –
HIA
290
HFM Investment Advisors
New Jersey
$160 +$107 +2 +200%
BHWM
291
Bay Harbor Wealth Management
Maryland
$106 +$53 +1 +100%
RWM
292
Rialto Wealth Management
New York
$54 +$54 +1 New
PWM
293
Parkworth Wealth Management
California
$53 – – –
HNB
294
Huntington National Bank
Ohio
$53 – – –
TD Asset Management
295
TD Asset Management
Ontario, Canada
– -$46.6M -1,313,762 Closed
Alyeska Investment Group
296
Alyeska Investment Group
Illinois
– -$36.6M -1,032,292 Closed
EIP
297
Epoch Investment Partners
New York
– -$26.5M -748,566 Closed
NAAA
298
New Age Alpha Advisors
New York
– -$2.72M -76,838 Closed
IA
299
Inspire Advisors
Idaho
– -$2.66M -74,985 Closed
1CM
300
1492 Capital Management
Wisconsin
– -$1.36M -38,312 Closed
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