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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
RIL
276
Rothschild Investment LLC
Illinois
$5.52K -$1.15K -20 -18%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$5.4K
VCM
278
Versant Capital Management
Arizona
$5.34K
NEWAS
279
N.E.W. Advisory Services
Wisconsin
$5.22K
BFS
280
Bare Financial Services
Pennsylvania
$4.91K +$3.05K +53 +196%
IA
281
IFP Advisors
Florida
$4.54K +$4.26K +74 New
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$3.81K
RFP
283
Root Financial Partners
California
$3.74K +$3.51K +61 New
AssetMark Inc
284
AssetMark Inc
California
$3.56K +$2.94K +51 +729%
HWP
285
Highline Wealth Partners
California
$3.38K
FNWA
286
Financial Network Wealth Advisors
Utah
$3.31K -$115 -2 -4%
HWM
287
Hemington Wealth Management
Virginia
$3K -$461 -8 -11%
FFO
288
Fortitude Family Office
Arizona
$2.7K
CTC
289
Central Trust Company
Missouri
$2.21K
PWA
290
Physician Wealth Advisors
Utah
$2.15K
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$1.66K
MSG
292
Main Street Group
Virginia
$1.66K
PFBT
293
Parkside Financial Bank & Trust
Missouri
$1.53K
CFD
294
Creative Financial Designs
Indiana
$1.41K
MAM
295
Marquette Asset Management
Minnesota
$1.23K +$1.15K +20 New
LFG
296
Larson Financial Group
Missouri
$1.23K +$288 +5 +33%
ACM
297
Aster Capital Management
United Arab Emirates
$1.17K -$8.35K -145 -88%
SS
298
SBI Securities
Japan
$798
AUB
299
Atlantic Union Bankshares
Virginia
$614 +$576 +10 New
JWA
300
JFS Wealth Advisors
Pennsylvania
$553

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.