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
VI
201
Versor Investments
New York
$255K
X
202
Xponance
Pennsylvania
$243K
CFG
203
Cooper Financial Group
California
$238K
Corient Private Wealth
204
Corient Private Wealth
Florida
$237K
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$236K
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$234K
VA
207
Vident Advisory
Georgia
$234K
CGH
208
Crossmark Global Holdings
Texas
$230K
ECM
209
Everence Capital Management
Indiana
$224K
ECM
210
Evergreen Capital Management
Washington
$223K
TCM
211
Teza Capital Management
Illinois
$220K
QC
212
Quadrature Capital
United Kingdom
$217K
LTAS
213
Linden Thomas Advisory Services
North Carolina
$216K
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$213K
QCM
215
Quantinno Capital Management
New York
$210K
Jones Financial Companies
216
Jones Financial Companies
Missouri
$207K
GC
217
Guggenheim Capital
Illinois
$205K
PAS
218
Point72 Asia (Singapore)
Singapore
$196K
SG Americas Securities
219
SG Americas Securities
New York
$170K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$154K
BIG
221
Brooklyn Investment Group
New York
$144K
KBC Group
222
KBC Group
Belgium
$111K
GI
223
GAMMA Investing
California
$78.3K
S
224
SignatureFD
Georgia
$72.9K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$71K