We are live on ! Find out more

313 hedge funds and large institutions have $3.48B invested in Calix in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 111 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.17M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$502M)

6% more funds holding

Funds holding: 295313 (+18)

10% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 101

0.46% more ownership

Funds ownership: 86.28%86.74% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
313
Holders Change
+18
Holders Change %
+6.1%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
111
Reduced
101
Closed
30
Calls
$10.4M
Puts
$2.17M
Net Calls
+$8.27M
Net Calls Change
-$879K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$326K +$139K +2,411 +83%
ECM
202
Evergreen Capital Management
Washington
$320K +$59.1K +1,027 +25%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$314K +$9.68K +168 +3%
NIM
204
Needham Investment Management
New York
$307K -$2.02M -35,000 -88%
AIP
205
Ameritas Investment Partners
Nebraska
$302K -$63K -1,094 -18%
HW
206
Hancock Whitney
Mississippi
$287K +$269K +4,679 New
RA
207
Rational Advisors
New York
$285K +$267K +4,637 New
X
208
Xponance
Pennsylvania
$284K +$3.11K +54 +1%
Capstone Investment Advisors
209
Capstone Investment Advisors
New York
$283K -$56.7K -985 -18%
Corient Private Wealth
210
Corient Private Wealth
Florida
$280K +$6.74K +117 +3%
FRM
211
Fox Run Management
Connecticut
$274K -$620K -10,759 -71%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$273K
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
$270K
CGH
214
Crossmark Global Holdings
Texas
$266K
KWM
215
Kingsview Wealth Management
Oregon
$264K +$248K +4,309 New
ECM
216
Everence Capital Management
Indiana
$258K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$257K +$10.9K +190 +5%
LTAS
218
Linden Thomas Advisory Services
North Carolina
$257K +$7.31K +127 +3%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$249K
PCP
220
Perbak Capital Partners
United Kingdom
$249K +$233K +4,051 New
Marshall Wace
221
Marshall Wace
United Kingdom
$247K -$1.89M -32,838 -89%
NG
222
Norden Group
Utah
$247K +$232K +4,025 New
GC
223
Guggenheim Capital
Illinois
$245K +$7.54K +131 +3%
CFG
224
Cooper Financial Group
California
$237K -$35.4K -615 -14%
SA
225
Sanctuary Advisors
Indiana
$237K -$64.4K -1,119 -23%

CALX Hedge Fund Activity: Q3 2025 in Review

313 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2025, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CALX positions and 30 closed out — a net gain of 22 holders — while 111 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $68.1M. The largest seller was Assenagon Asset Management, cutting an estimated $39.6M.

  • 313 institutional investors held Calix (CALX) as of Q3 2025, up from 295 in Q2 2025.
  • Funds reported $3.48B of Calix stock for Q3 2025, up 17% quarter-over-quarter.
  • 52 funds opened new Calix positions in Q3 2025 and 30 closed out, a net change of +22 holders.
  • The largest Calix buyer in Q3 2025 was T. Rowe Price Associates, an estimated $68.1M added.
  • The largest Calix seller in Q3 2025 was Assenagon Asset Management, an estimated $39.6M sold.

Based on aggregated 13F filings for Q3 2025.