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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 %
BlackRock
1
BlackRock
New York
$393M -$8.64M -243,872 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$284M +$1.33M +37,601 +0.5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$88.9M +$9.58M +270,397 +12%
State Street
4
State Street
Massachusetts
$84.3M -$3.03M -85,387 -3%
Millennium Management
5
Millennium Management
New York
$62.6M -$9.43M -266,195 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$61.1M -$3.79M -106,885 -6%
CAM
7
Congress Asset Management
Massachusetts
$48.9M +$3.66M +103,175 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$48.8M +$1.4M +39,598 +3%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$46.6M -$2.81M -79,396 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$40.6M -$8.1M -228,497 -17%
Morgan Stanley
11
Morgan Stanley
New York
$39.1M +$4.02M +113,292 +11%
Artisan Partners
12
Artisan Partners
Wisconsin
$37.3M -$2.05M -57,891 -5%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$36.6M +$7.62M +215,028 +26%
PCMI
14
Paradigm Capital Management Inc
New York
$36.4M -$1.06M -29,900 -3%
UBS Group
15
UBS Group
Switzerland
$30.2M +$23.2M +655,587 +335%
GGHC
16
Gilder Gagnon Howe & Co
New York
$28.2M +$3.99M +112,581 +16%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$26.6M +$7.1M +200,391 +36%
EIP
18
Epoch Investment Partners
New York
$26.5M -$1.48M -41,754 -5%
Charles Schwab
19
Charles Schwab
California
$24.1M +$1.07M +30,123 +5%
Northern Trust
20
Northern Trust
Illinois
$21.9M -$485K -13,693 -2%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$20.1M +$4.61M +130,021 +30%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$19.6M -$5.53M -156,121 -22%
HP
23
Harvey Partners
New York
$18.5M +$3.4M +96,000 +23%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$18M -$4.87M -137,444 -21%
DCM
25
Divisar Capital Management
California
$16.3M -$4.73M -133,592 -22%
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