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
SOW
176
State of Wyoming
Wyoming
$493K
OM
177
OV Management
Minnesota
$482K
YMRC
178
Yorktown Management & Research Company
Virginia
$479K
TPSF
179
Texas Permanent School Fund
Texas
$476K
TRCT
180
Tower Research Capital (TRC)
New York
$455K
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$443K
PWG
182
Portside Wealth Group
Utah
$426K
BC
183
Bridgefront Capital
Texas
$417K
MOACM
184
Mutual of America Capital Management
New York
$394K
KCP
185
Kera Capital Partners
California
$392K
GAM
186
Gotham Asset Management
New York
$389K
II
187
Inspire Investing
Idaho
$389K
CWM
188
CIBC World Markets
New York
$387K
GCP
189
GSA Capital Partners
United Kingdom
$381K
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$375K
LCM
191
Legato Capital Management
California
$375K
US Bancorp
192
US Bancorp
Minnesota
$360K
AIP
193
Ameritas Investment Partners
Nebraska
$320K
CAM
194
Cresset Asset Management
Illinois
$317K
MML Investors Services
195
MML Investors Services
Massachusetts
$312K
SGI
196
Summit Global Investments
Utah
$308K
CIP
197
Cornerstone Investment Partners
Georgia
$306K
Capstone Investment Advisors
198
Capstone Investment Advisors
New York
$298K
IC
199
IEQ Capital
California
$292K
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$263K