294 hedge funds and large institutions have $2.97B invested in Calix in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 28 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:

1.55% more ownership

Funds ownership: 84.5%86.05% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
294
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
$11.8M
Puts
$2.64M
Net Calls
Net Calls Change

Top Sellers

1 -$61.7M
2 -$46.6M
3 -$36.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$10.5M
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.5M
Prudential Financial
53
Prudential Financial
New Jersey
$9.61M
Legal & General Group
54
Legal & General Group
United Kingdom
$9.38M
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$8.92M
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$8.63M
PAMP
57
Polar Asset Management Partners
Ontario, Canada
$8.12M
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$8.04M
American Century Companies
59
American Century Companies
Missouri
$7.9M
HighTower Advisors
60
HighTower Advisors
Illinois
$7.77M
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$7.58M
EP
62
Edgestream Partners
New Jersey
$7.57M
EGM
63
Engineers Gate Manager
New York
$7.55M
SEI Investments
64
SEI Investments
Pennsylvania
$6.96M
Swiss National Bank
65
Swiss National Bank
Switzerland
$6.43M
SCM
66
SG Capital Management
Illinois
$6.41M
PAM
67
Panagora Asset Management
Massachusetts
$6.37M
Ameriprise
68
Ameriprise
Minnesota
$6.25M
Russell Investments Group
69
Russell Investments Group
United Kingdom
$6.24M
TI
70
Trexquant Investment
Connecticut
$5.82M
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$5.33M
Citigroup
72
Citigroup
New York
$5.23M
MCM
73
Marathon Capital Management
Maryland
$5.14M
NSAM
74
North Star Asset Management
Wisconsin
$5.13M
DCM
75
Driehaus Capital Management
Illinois
$4.94M