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
BFS
276
Bare Financial Services
Pennsylvania
$1.44K
PFBT
277
Parkside Financial Bank & Trust
Missouri
$1.33K
CFD
278
Creative Financial Designs
Indiana
$1.22K
SPIA
279
Steward Partners Investment Advisory
New York
$1.12K
LFG
280
Larson Financial Group
Missouri
$798
SS
281
SBI Securities
Japan
$691
JWA
282
JFS Wealth Advisors
Pennsylvania
$479
BF
283
BOK Financial
Oklahoma
$426
TWD
284
True Wealth Design
Ohio
$373
AssetMark Inc
285
AssetMark Inc
California
$372
DPW
286
DiNuzzo Private Wealth
Pennsylvania
$320
CT
287
Clearstead Trust
Maine
$320
AGWCA
288
Annis Gardner Whiting Capital Advisors
Florida
$266
SIC
289
SJS Investment Consulting
Ohio
$213
AWM
290
Abound Wealth Management
Tennessee
$213
HIA
291
HFM Investment Advisors
New Jersey
$160
BHWM
292
Bay Harbor Wealth Management
Maryland
$106
RWM
293
Rialto Wealth Management
New York
$54
HNB
294
Huntington National Bank
Ohio
$53
PWM
295
Parkworth Wealth Management
California
$53
TD Asset Management
296
TD Asset Management
Ontario, Canada
Alyeska Investment Group
297
Alyeska Investment Group
Illinois
EIP
298
Epoch Investment Partners
New York
NAAA
299
New Age Alpha Advisors
New York
IA
300
Inspire Advisors
Idaho