296 hedge funds and large institutions have $2.98B invested in Calix in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 99 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:

1.72% more ownership

Funds ownership: 84.59%86.3% (+1.7%)

4% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
296
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.24M
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.14M
NIM
103
Needham Investment Management
New York
$2.13M
JF
104
Jump Financial
Illinois
$2.09M
JCIA
105
Jackson Creek Investment Advisors
Colorado
$2.05M
VOYA Investment Management
106
VOYA Investment Management
Georgia
$2.02M
SSA
107
Schonfeld Strategic Advisors
New York
$2.01M
LCG
108
Lisanti Capital Growth
New York
$1.98M
Marshall Wace
109
Marshall Wace
United Kingdom
$1.96M
Comerica Bank
110
Comerica Bank
Texas
$1.96M
Wells Fargo
111
Wells Fargo
California
$1.91M
VRS
112
Virginia Retirement Systems
Virginia
$1.88M
MIM
113
MetLife Investment Management
New Jersey
$1.86M
SOADOR
114
State of Alaska Department of Revenue
Alaska
$1.83M
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$1.79M
IIM
116
INTECH Investment Management
Florida
$1.75M
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$1.69M
GCM
118
Graham Capital Management
Connecticut
$1.67M
Franklin Resources
119
Franklin Resources
California
$1.65M
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M
IMRF
121
Illinois Municipal Retirement Fund
Illinois
$1.63M
Creative Planning
122
Creative Planning
Kansas
$1.51M
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$1.5M
Lazard Asset Management
124
Lazard Asset Management
New York
$1.49M
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$1.49M