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
SMF
151
Scott Marsh Financial
Utah
$863K
SFI
152
Susquehanna Fundamental Investments
Pennsylvania
$850K
FRM
153
Fox Run Management
Connecticut
$809K
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$788K
KCM
155
Kornitzer Capital Management
Kansas
$718K
Victory Capital Management
156
Victory Capital Management
Texas
$716K
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$714K
KK
158
KLP Kapitalforvaltning
Norway
$707K
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$704K
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$702K
ProShare Advisors
161
ProShare Advisors
Maryland
$699K
TI
162
Tidal Investments
Wisconsin
$684K
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$657K
Verition Fund Management
164
Verition Fund Management
Connecticut
$589K
LCM
165
Landscape Capital Management
New Jersey
$589K
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$552K
HA
167
Huntleigh Advisors
Missouri
$552K
Universal-Beteiligungs- und Servicegesellschaft
168
Universal-Beteiligungs- und Servicegesellschaft
Germany
$546K
FG
169
Formula Growth
Quebec, Canada
$532K
OQS
170
Occudo Quantitative Strategies
Florida
$531K
Amundi
171
Amundi
France
$518K
LA
172
LVW Advisors
New York
$509K
TC
173
TownSquare Capital
Utah
$504K
AI
174
Atria Investments
North Carolina
$499K
LPL Financial
175
LPL Financial
California
$497K