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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
Invesco
26
Invesco
Georgia
$29.6M +$14.8M +257,771 +115%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$29.5M -$294K -5,100 -1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$29.3M -$293K -5,091 -1%
HRCM
29
Hood River Capital Management
Florida
$27.9M +$12.9M +224,587 +98%
DSCM
30
Divisadero Street Capital Management
Florida
$27.9M +$23.1M +400,851 +756%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$25.9M -$1.3M -22,534 -5%
N
32
Nuveen
North Carolina
$24.3M +$282K +4,891 +1%
Bank of America
33
Bank of America
North Carolina
$20.4M +$356K +6,186 +2%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$17.8M +$4.61M +80,029 +38%
Principal Financial Group
35
Principal Financial Group
Iowa
$17.6M +$59K +1,025 +0.4%
Goldman Sachs
36
Goldman Sachs
New York
$16.5M -$6.65M -115,480 -30%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.4M -$3.52M -61,165 -19%
Renaissance Technologies
38
Renaissance Technologies
New York
$16M +$1.34M +23,200 +10%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$15.9M -$39.6M -688,402 -73%
PCM
40
Penn Capital Management
Pennsylvania
$15.5M -$3.67M -63,666 -20%
DCM
41
Divisar Capital Management
California
$15M -$6.18M -107,357 -31%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$14.8M +$10.6M +184,907 +326%
GIPM
43
G2 Investment Partners Management
New York
$14.7M -$3.84M -66,622 -22%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$14.5M +$6.85M +118,987 +101%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M +$2.02M +35,082 +18%
Prudential Financial
46
Prudential Financial
New Jersey
$14.1M +$2.8M +48,680 +27%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$13.6M +$734K +12,746 +6%
Deutsche Bank
48
Deutsche Bank
Germany
$13.5M -$2.52M -43,780 -17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$13.3M -$3.37M -58,500 -21%
Osaic Holdings
50
Osaic Holdings
Arizona
$12.5M +$11.6M +201,423 +9,248%

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.