311 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, 110 increasing their positions, 101 reducing their positions, and 32 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:

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

0.44% more ownership

Funds ownership: 86.3%86.75% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
311
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
$10.4M
Puts
$2.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$326K
ECM
202
Evergreen Capital Management
Washington
$320K
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$314K
NIM
204
Needham Investment Management
New York
$307K
AIP
205
Ameritas Investment Partners
Nebraska
$302K
HW
206
Hancock Whitney
Mississippi
$287K
RA
207
Rational Advisors
New York
$285K
X
208
Xponance
Pennsylvania
$284K
Capstone Investment Advisors
209
Capstone Investment Advisors
New York
$283K
SWGC
210
Summit Wealth Group (Colorado)
Colorado
$282K
Corient Private Wealth
211
Corient Private Wealth
Florida
$280K
FRM
212
Fox Run Management
Connecticut
$274K
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$273K
EFSCE
214
Enterprise Financial Services Corp (EFSC)
Missouri
$270K
CGH
215
Crossmark Global Holdings
Texas
$266K
KWM
216
Kingsview Wealth Management
Oregon
$264K
ECM
217
Everence Capital Management
Indiana
$258K
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$257K
LTAS
219
Linden Thomas Advisory Services
North Carolina
$257K
Jones Financial Companies
220
Jones Financial Companies
Missouri
$249K
PCP
221
Perbak Capital Partners
United Kingdom
$249K
Marshall Wace
222
Marshall Wace
United Kingdom
$247K
NG
223
Norden Group
Utah
$247K
GC
224
Guggenheim Capital
Illinois
$245K
CFG
225
Cooper Financial Group
California
$237K