We are live on ! Find out more

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
Marshall Wace
201
Marshall Wace
United Kingdom
$384K +$188K +3,225 +80%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$372K
OQS
203
Occudo Quantitative Strategies
Florida
$370K -$169K -2,909 -29%
AI
204
Atria Investments
North Carolina
$367K -$82.4K -1,414 -17%
MOACM
205
Mutual of America Capital Management
New York
$365K +$13.7K +236 +4%
Verition Fund Management
206
Verition Fund Management
Connecticut
$354K +$63.4K +1,089 +19%
MG
207
Marex Group
$346K +$381K +6,545 New
QCM
208
Quantinno Capital Management
New York
$346K +$47.2K +810 +14%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$345K +$168K +2,888 +80%
PA
210
PharVision Advisers
Florida
$334K +$368K +6,317 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$331K -$259K -4,445 -42%
I
212
InceptionR
California
$329K +$362K +6,216 New
KCP
213
Kera Capital Partners
California
$329K
EFSCE
214
Enterprise Financial Services Corp (EFSC)
Missouri
$322K +$98K +1,682 +38%
SLAM
215
Swiss Life Asset Management
$319K +$351K +6,019 New
JFG
216
Jefferies Financial Group
New York
$297K +$327K +5,613 New
AC
217
Armistice Capital
New York
$293K +$323K +5,537 New
CIP
218
Cornerstone Investment Partners
Georgia
$284K +$175 +3 +0.1%
MML Investors Services
219
MML Investors Services
Massachusetts
$282K -$11.6K -200 -4%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$274K +$3.15K +54 +1%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$269K -$157K -2,704 -35%
MM
222
MQS Management
New York
$266K +$293K +5,029 New
AIP
223
Ameritas Investment Partners
Nebraska
$261K
X
224
Xponance
Pennsylvania
$253K +$9.38K +161 +3%
Ensign Peak Advisors
225
Ensign Peak Advisors
Utah
$242K -$548K -9,400 -67%