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
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$2.14M
NIM
102
Needham Investment Management
New York
$2.13M
JF
103
Jump Financial
Illinois
$2.09M
JCIA
104
Jackson Creek Investment Advisors
Colorado
$2.05M
VOYA Investment Management
105
VOYA Investment Management
Georgia
$2.02M
SSA
106
Schonfeld Strategic Advisors
New York
$2.01M
LCG
107
Lisanti Capital Growth
New York
$1.98M
Marshall Wace
108
Marshall Wace
United Kingdom
$1.96M
Comerica Bank
109
Comerica Bank
Texas
$1.96M
Wells Fargo
110
Wells Fargo
California
$1.91M
VRS
111
Virginia Retirement Systems
Virginia
$1.88M
MIM
112
MetLife Investment Management
New Jersey
$1.86M
SOADOR
113
State of Alaska Department of Revenue
Alaska
$1.83M
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$1.79M
IIM
115
INTECH Investment Management
Florida
$1.75M
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$1.69M
GCM
117
Graham Capital Management
Connecticut
$1.67M
Franklin Resources
118
Franklin Resources
California
$1.65M
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$1.63M
Creative Planning
121
Creative Planning
Kansas
$1.51M
Mackenzie Financial
122
Mackenzie Financial
Ontario, Canada
$1.5M
Lazard Asset Management
123
Lazard Asset Management
New York
$1.49M
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$1.49M
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$1.44M