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Calix
CALX

Overview Fund Activity

258 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, 92 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
38
Increased
92
Reduced
94
Closed
29
Calls
$13.7M
Puts
$15.2M
Net Calls
-$1.45M
Net Calls Change
+$36.2M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$30.2M
2
PCM
Penn Capital Management
Pennsylvania
$12M
3
AllianceBernstein
AllianceBernstein
Tennessee
$88.9M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$8.62M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.97M

Top Sellers

1
TI
Trigran Investments
Illinois
$0
2
KCM
Kornitzer Capital Management
Kansas
$557K
3
Millennium Management
Millennium Management
New York
$62.6M
4
BlackRock
BlackRock
New York
$393M
5
SCM
SG Capital Management
Illinois
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
126
Yousif Capital Management
Michigan
$773K -$18.1K -511 -2%
Victory Capital Management
127
Victory Capital Management
Texas
$772K -$54.4K -1,535 -7%
MFA
128
Morling Financial Advisors
California
$750K +$750K +21,160 New
Stifel Financial
129
Stifel Financial
Missouri
$747K +$56K +1,579 +8%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$736K – – –
Comerica Bank
131
Comerica Bank
Texas
$707K -$17.6K -498 -2%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$692K – – –
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$684K – – –
DFCM
134
Dark Forest Capital Management
Puerto Rico
$675K +$350K +9,869 +107%
Voloridge Investment Management
135
Voloridge Investment Management
Florida
$674K -$7.06M -199,115 -91%
Creative Planning
136
Creative Planning
Kansas
$661K +$265K +7,464 +67%
OQS
137
Occudo Quantitative Strategies
Florida
$648K +$69.9K +1,996 +12%
Two Sigma Investments
138
Two Sigma Investments
New York
$641K -$422K -11,905 -40%
EC
139
EntryPoint Capital
New York
$618K -$178K -5,018 -22%
MSRPS
140
Maryland State Retirement & Pension System
Maryland
$610K -$90.7K -2,560 -13%
ASRS
141
Arizona State Retirement System
Arizona
$607K -$2.37K -67 -0.4%
AB
142
Amalgamated Bank
New York
$599K -$13.2K -372 -2%
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$598K -$912K -25,727 -60%
Franklin Resources
144
Franklin Resources
California
$567K +$7.44K +210 +1%
KCM
145
Kornitzer Capital Management
Kansas
$557K -$12.7M -358,021 -96%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$501K +$54K +1,524 +12%
ProShare Advisors
147
ProShare Advisors
Maryland
$496K -$139K -3,920 -22%
Holocene Advisors
148
Holocene Advisors
New York
$492K -$575K -16,225 -54%
HCA
149
Harbor Capital Advisors
Illinois
$486K -$20.5K -580 -4%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$478K -$14.2K -400 -3%
4 5
6
7 8