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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
AF
276
Allworth Financial
California
$15.1K -$116 -2 -0.7%
MTC
277
Matrix Trust Company
Colorado
$12K +$13.3K +228 New
UB
278
UMB Bank
Missouri
$11.8K +$582 +10 +5%
TC
279
Truvestments Capital
Florida
$8.04K
EWA
280
EverSource Wealth Advisors
Alabama
$7.57K +$524 +9 +7%
PA
281
Parallel Advisors
California
$7.2K +$291 +5 +4%
KAS
282
Kemnay Advisory Services
New York
$6.83K +$7.51K +129 New
PWMG
283
Private Wealth Management Group
New Jersey
$6.46K
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$5.5K +$2.45K +42 +68%
SIC
285
SJS Investment Consulting
Ohio
$5.5K +$5.83K +100 +2,500%
RIL
286
Rothschild Investment LLC
Illinois
$4.76K
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$4.66K
VCM
288
Versant Capital Management
Arizona
$4.61K
SIS
289
Sound Income Strategies
Florida
$4.36K +$4.37K +75 New
BIA
290
Bell Investment Advisors
California
$4.24K +$4.66K +80 New
BFS
291
Bare Financial Services
Pennsylvania
$4.23K
IA
292
IFP Advisors
Florida
$3.92K
RIAS
293
Rachor Investment Advisory Services
Michigan
$3.39K +$3.73K +64 New
RFP
294
Root Financial Partners
California
$3.23K
AssetMark Inc
295
AssetMark Inc
California
$3.07K
SPIA
296
Steward Partners Investment Advisory
New York
$3.07K +$3.38K +58 New
HWP
297
Highline Wealth Partners
California
$2.91K
CTC
298
Central Trust Company
Missouri
$2.81K +$990 +17 +47%
FNWA
299
Financial Network Wealth Advisors
Utah
$2.33K -$582 -10 -19%
FFO
300
Fortitude Family Office
Arizona
$2.33K