260 hedge funds and large institutions have $2B invested in Calix in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $15.2M

1.79% less ownership

Funds ownership: 86.37%84.59% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$15.2M
Net Calls
Net Calls Change

Top Buyers

1 +$23.2M
2 +$12M
3 +$9.58M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.62M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.88M

Top Sellers

1 -$25.2M
2 -$12.7M
3 -$9.43M
4
BlackRock
BlackRock
New York
-$8.64M
5
SCM
SG Capital Management
Illinois
-$8.17M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$1.24M
102
$1.22M
103
$1.2M
104
$1.17M
105
$1.17M
106
$1.17M
107
$1.16M
108
$1.14M
109
$1.1M
110
$1.1M
111
$1.09M
112
$1.07M
113
$1.06M
114
$1.05M
115
$1.03M
116
$1.03M
117
$1M
118
$993K
119
$985K
120
$927K
121
$922K
122
$915K
123
$881K
124
$878K
125
$851K