Calix
CALX
260 hedge funds and large institutions have $2B invested in Calix in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 28 closing their positions.
29% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 28
3% more funds holding
Funds holding: 253 → 260 (+7)
0% more capital invested
Capital invested by funds: $2B → $2B (+$5.68M)
2% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 96
10% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $15.2M
1.57% less ownership
Funds ownership: 86.37% → 84.81% (-1.6%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$24.3M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$12.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$10M |
| 4 |
Neuberger Berman Group
New York
|
+$9.02M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$25.2M |
| 2 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$13.3M |
| 3 |
Millennium Management
New York
|
-$9.88M |
| 4 |
BlackRock
New York
|
-$9.05M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$8.55M |
CALX Hedge Fund Activity: Q1 2025 in Review
260 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2025, worth a combined $2B — up 0.28% from $2B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CALX positions and 28 closed out — a net gain of 8 holders — while 94 added to existing stakes and 96 trimmed.
The largest buyer was UBS Group, adding an estimated $24.3M. The largest seller was Trigran Investments, exiting entirely with an estimated $25.2M sold.
- 260 institutional investors held Calix (CALX) as of Q1 2025, up from 253 in Q4 2024.
- Funds reported $2B of Calix stock for Q1 2025, up 0.28% quarter-over-quarter.
- 36 funds opened new Calix positions in Q1 2025 and 28 closed out, a net change of +8 holders.
- The largest Calix buyer in Q1 2025 was UBS Group, an estimated $24.3M added.
- The largest Calix seller in Q1 2025 was Trigran Investments, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2025.