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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
3.51%
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 %
CWM
151
CIBC World Markets
New York
$468K +$468K +13,202 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$466K +$74.3K +2,096 +19%
PFSRSONJ
153
Police & Firemen's Retirement System of New Jersey
New Jersey
$449K – – –
KK
154
KLP Kapitalforvaltning
Norway
$432K – – –
Verition Fund Management
155
Verition Fund Management
Connecticut
$413K +$183K +5,164 +80%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$390K -$815 -23 -0.2%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$366K -$341K -9,740 -48%
LPL Financial
158
LPL Financial
California
$362K +$74.1K +2,091 +26%
HA
159
Huntleigh Advisors
Missouri
$348K +$49.5K +1,397 +17%
BHCM
160
Brevan Howard Capital Management
Jersey
$342K +$342K +9,664 New
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$333K +$33.6K +948 +11%
GC
162
Guggenheim Capital
Illinois
$330K -$35.8K -1,010 -10%
YMRC
163
Yorktown Management & Research Company
Virginia
$319K – – –
AI
164
Atria Investments
North Carolina
$318K +$65.5K +1,848 +26%
MOACM
165
Mutual of America Capital Management
New York
$305K -$12.2K -345 -4%
PWG
166
Portside Wealth Group
Utah
$298K +$22K +621 +8%
Universal-Beteiligungs- und Servicegesellschaft
167
Universal-Beteiligungs- und Servicegesellschaft
Germany
$292K +$292K +8,240 New
Point72 Asset Management
168
Point72 Asset Management
Connecticut
$285K +$285K +8,041 New
Mariner
169
Mariner
Kansas
$276K +$276K +7,790 New
US Bancorp
170
US Bancorp
Minnesota
$261K +$70.7K +1,996 +37%
KCP
171
Kera Capital Partners
California
$261K +$261K +7,360 New
JF
172
Jump Financial
Illinois
$258K -$2.47M -69,691 -91%
CAM
173
Cresset Asset Management
Illinois
$253K -$98.6K -2,782 -28%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$250K – – –
QC
175
Quadrature Capital
United Kingdom
$231K +$231K +6,497 New
5 6
7
8 9