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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
PWA
301
Physician Wealth Advisors
Utah
$1.85K
BBHC
302
Brown Brothers Harriman & Co
New York
$1.48K +$1.63K +28 New
PFBT
303
Parkside Financial Bank & Trust
Missouri
$1.43K +$116 +2 +8%
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$1.43K
CFD
305
Creative Financial Designs
Indiana
$1.22K
HI
306
Horizon Investments
North Carolina
$1.11K +$1.22K +21 New
LFG
307
Larson Financial Group
Missouri
$1.01K -$58 -1 -5%
GFA
308
Godfrey Financial Associates
New York
$953 +$1.05K +18 New
TM
309
Torren Management
California
$953 +$1.05K +18 New
SS
310
SBI Securities
Japan
$900 +$233 +4 +31%
MCM
311
Manchester Capital Management
Vermont
$794 +$874 +15 New
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$741 -$8.74K -150 -91%
AAP
313
Arax Advisory Partners
Colorado
$529 -$10.7K -184 -95%
JWA
314
JFS Wealth Advisors
Pennsylvania
$477
AW
315
Ankerstar Wealth
Texas
$423 +$466 +8 New
BTI
316
Blue Trust Inc
Georgia
$371 +$408 +7 New
TWD
317
True Wealth Design
Ohio
$318 -$58 -1 -14%
TC
318
Trust Company
Kansas
$318 +$349 +6 New
AGWCA
319
Annis Gardner Whiting Capital Advisors
Florida
$265
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$265
AWM
321
Abound Wealth Management
Tennessee
$212
FHA
322
Flagship Harbor Advisors
Massachusetts
$212 +$233 +4 New
GWM
323
Gilpin Wealth Management
Colorado
$212 +$233 +4 New
HIA
324
HFM Investment Advisors
New Jersey
$159
OC
325
Optima Capital
Oregon
$159 +$175 +3 New