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331 hedge funds and large institutions have $3.11B invested in Calix in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more call options, than puts

Call options by funds: $4.08M | Put options by funds: $360K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313331 (+18)

1.95% more ownership

Funds ownership: 86.74%88.69% (+1.9%)

11% less capital invested

Capital invested by funds: $3.48B → $3.11B (-$365M)

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
59
Increased
127
Reduced
101
Closed
34
Calls
$4.08M
Puts
$360K
Net Calls
+$3.72M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
176
Magnetar Financial
Illinois
$627K +$222K +3,804 +47%
ProShare Advisors
177
ProShare Advisors
Maryland
$621K +$35.1K +603 +5%
HA
178
Huntleigh Advisors
Missouri
$617K +$35.7K +613 +6%
GWM
179
Gibbs Wealth Management
Georgia
$609K -$167K -2,863 -20%
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$601K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$567K +$315K +5,404 +102%
VA
182
Vident Advisory
Georgia
$559K +$16.7K +287 +3%
RAM
183
Resona Asset Management
Japan
$550K -$27.4K -471 -4%
DT
184
Diversified Trust
Tennessee
$537K +$591K +10,147 New
FG
185
Formula Growth
Quebec, Canada
$529K
LA
186
LVW Advisors
New York
$511K +$10.9K +188 +2%
BIG
187
Brookwood Investment Group
Arizona
$504K +$554K +9,519 New
PWG
188
Portside Wealth Group
Utah
$493K -$25.9K -445 -5%
Corient Private Wealth
189
Corient Private Wealth
Florida
$483K +$266K +4,568 +100%
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$483K +$46.3K +795 +10%
OM
191
OV Management
Minnesota
$477K -$8.04K -138 -2%
YMRC
192
Yorktown Management & Research Company
Virginia
$476K
Victory Capital Management
193
Victory Capital Management
Texas
$475K +$6.76K +116 +1%
MSRPS
194
Maryland State Retirement & Pension System
Maryland
$466K +$15.7K +270 +3%
II
195
Inspire Investing
Idaho
$466K +$78.2K +1,342 +18%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$464K +$511K +8,770 New
GC
197
Globeflex Capital
California
$458K +$504K +8,660 New
SSA
198
Schonfeld Strategic Advisors
New York
$451K -$3.68M -63,146 -88%
LPL Financial
199
LPL Financial
California
$431K -$68.1K -1,169 -13%
Capstone Investment Advisors
200
Capstone Investment Advisors
New York
$391K +$162K +2,782 +60%