311 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, 110 increasing their positions, 101 reducing their positions, and 32 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:

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

0.44% more ownership

Funds ownership: 86.3%86.75% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
311
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
$10.4M
Puts
$2.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Private Wealth Management Group
New Jersey
$7.49K
RIL
277
Rothschild Investment LLC
Illinois
$5.52K
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$5.4K
VCM
279
Versant Capital Management
Arizona
$5.34K
NEWAS
280
N.E.W. Advisory Services
Wisconsin
$5.22K
BFS
281
Bare Financial Services
Pennsylvania
$4.91K
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$3.81K
RFP
283
Root Financial Partners
California
$3.74K
AssetMark Inc
284
AssetMark Inc
California
$3.56K
HWP
285
Highline Wealth Partners
California
$3.38K
FNWA
286
Financial Network Wealth Advisors
Utah
$3.31K
HWM
287
Hemington Wealth Management
Virginia
$3K
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
LFG
296
Larson Financial Group
Missouri
$1.23K
ACM
297
Aster Capital Management
United Arab Emirates
$1.17K
SS
298
SBI Securities
Japan
$798
AUB
299
Atlantic Union Bankshares
Virginia
$614
JWA
300
JFS Wealth Advisors
Pennsylvania
$553