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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
TWD
301
True Wealth Design
Ohio
$430
CT
302
Clearstead Trust
Maine
$369
AGWCA
303
Annis Gardner Whiting Capital Advisors
Florida
$307
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$298 -$58 -1 -17%
AWM
305
Abound Wealth Management
Tennessee
$246
SIC
306
SJS Investment Consulting
Ohio
$246
HIA
307
HFM Investment Advisors
New Jersey
$184
EP
308
Essential Partners
California
$184 +$115 +2 +200%
CIAM
309
Caitong International Asset Management
Hong Kong
$184 +$173 +3 New
BHWM
310
Bay Harbor Wealth Management
Maryland
$122
RWM
311
Rialto Wealth Management
New York
$62
HNB
312
Huntington National Bank
Ohio
$61
Point72 Asset Management
313
Point72 Asset Management
Connecticut
-$8.63M -162,318 Closed
PAMP
314
Polar Asset Management Partners
Ontario, Canada
-$8.12M -152,684 Closed
EP
315
Edgestream Partners
New Jersey
-$7.57M -142,353 Closed
SCM
316
SG Capital Management
Illinois
-$6.41M -120,463 Closed
DCM
317
Driehaus Capital Management
Illinois
-$4.94M -92,855 Closed
DIM
318
DC Investments Management
Virginia
-$4.08M -76,642 Closed
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
-$4.18M -72,565 Closed
NRD
320
Nebula Research & Development
New York
-$3.66M -68,827 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
321
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.24M -42,100 Closed
JFG
322
Jefferies Financial Group
New York
-$1.22M -22,900 Closed
Squarepoint
323
Squarepoint
New York
-$1.18M -22,243 Closed
Walleye Trading
324
Walleye Trading
New York
-$1.07M -18,589 Closed
QT
325
Quantbot Technologies
New York
-$941K -17,685 Closed

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.