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Calix
CALX

Overview Fund Activity

291 hedge funds and large institutions have $2.96B invested in Calix in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
291
Holders Change
+33
Holders Change %
+12.79%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
64
Increased
97
Reduced
101
Closed
28
Calls
$9.75M
Puts
$1.65M
Net Calls
+$8.1M
Net Calls Change
+$9.55M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$43.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$50.4M
4
Millennium Management
4
Millennium Management
New York
$120M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$21.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$71.7M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$57.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SOW
176
State of Wyoming
Wyoming
$493K 9,272 +6,314 +213%
OM
177
OV Management
Minnesota
$482K 9,053 -135,092 -94%
YMRC
178
Yorktown Management & Research Company
Virginia
$479K 9,000 – –
TRCT
179
Tower Research Capital (TRC)
New York
$455K 8,550 +7,707 +914%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$443K 8,322 -1,070 -11%
PWG
181
Portside Wealth Group
Utah
$426K 8,015 -399 -5%
BC
182
Bridgefront Capital
Texas
$417K 7,831 +7,831 New
MOACM
183
Mutual of America Capital Management
New York
$394K 7,411 -1,184 -14%
KCP
184
Kera Capital Partners
California
$392K 7,363 +3 +0%
GAM
185
Gotham Asset Management
New York
$389K 7,321 +7,321 New
II
186
Inspire Investing
Idaho
$389K 7,316 -20,908 -74%
CWM
187
CIBC World Markets
New York
$387K 7,269 -5,933 -45%
GCP
188
GSA Capital Partners
United Kingdom
$381K 7,162 +1,457 +26%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$375K 7,045 – –
LCM
190
Legato Capital Management
California
$375K 7,050 +7,050 New
US Bancorp
191
US Bancorp
Minnesota
$360K 6,760 -612 -8%
AIP
192
Ameritas Investment Partners
Nebraska
$320K 6,023 -201 -3%
CAM
193
Cresset Asset Management
Illinois
$317K 5,952 -1,200 -17%
MML Investors Services
194
MML Investors Services
Massachusetts
$312K 5,861 -257 -4%
SGI
195
Summit Global Investments
Utah
$308K 5,793 +5,793 New
CIP
196
Cornerstone Investment Partners
Georgia
$306K 5,757 +3 +0.1%
Capstone Investment Advisors
197
Capstone Investment Advisors
New York
$298K 5,596 +5,596 New
IC
198
IEQ Capital
California
$292K 5,487 +5,487 New
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$263K 4,953 +4,953 New
VI
200
Versor Investments
New York
$255K 4,800 +4,800 New
6 7
8
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