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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 %
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7K +$2.02K +57 +12%
BIG
202
Brooklyn Investment Group
New York
$15.1K +$15.1K +426 New
TVWM
203
Tower View Wealth Management
Wisconsin
$14.2K – – –
SCM
204
Sterling Capital Management
North Carolina
$11.1K -$7.97K -225 -42%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$10.1K -$142 -4 -1%
C
206
Covestor
United Kingdom
$10K +$34 +1 +0.3%
GWSG
207
GPS Wealth Strategies Group
Colorado
$9.75K – – –
TC
208
Truvestments Capital
Florida
$9.29K -$55.4K -1,562 -86%
AF
209
Allworth Financial
California
$8.79K -$156 -4 -2%
CCM
210
Coldstream Capital Management
Washington
$8.4K +$8.4K +237 New
LI
211
LRI Investments
Florida
$8.15K – – –
Bessemer Group
212
Bessemer Group
New Jersey
$8K +$4.47K +124 +127%
UB
213
UMB Bank
Missouri
$7.41K +$2.69K +76 +57%
CIA
214
Cape Investment Advisory
Georgia
$5.49K – – –
PWMG
215
Private Wealth Management Group
New Jersey
$4.93K -$35 -1 -0.7%
PA
216
Parallel Advisors
California
$4.68K +$2.73K +77 +140%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$4.68K +$3.9K +110 +500%
WT
218
Whittier Trust
California
$3.54K – – –
RIL
219
Rothschild Investment LLC
Illinois
$3.37K +$1.24K +35 +58%
SO
220
Sierra Ocean
California
$3.15K +$3.15K +89 New
LC
221
Lindbrook Capital
California
$3.12K – – –
VCM
222
Versant Capital Management
Arizona
$3.08K – – –
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$3.01K +$3.01K +85 New
EWA
224
EverSource Wealth Advisors
Alabama
$2.69K +$2.55K +72 +1,800%
FFA
225
Farther Finance Advisors
California
$2.32K -$52K -1,478 -96%
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9
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