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Calix
CALX

Overview Fund Activity

293 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, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
97
Reduced
102
Closed
28
Calls
$11.8M
Puts
$2.64M
Net Calls
+$9.15M
Net Calls Change
+$10.6M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$43.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$50.4M
4
Millennium Management
4
Millennium Management
New York
$120M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$21.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$71.7M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$610M +$19.6M +368,309 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M +$31.9M +600,014 +7%
State Street
3
State Street
Massachusetts
$124M -$2.48M -46,586 -2%
Millennium Management
4
Millennium Management
New York
$120M +$25.6M +482,105 +27%
CAM
5
Congress Asset Management
Massachusetts
$75.4M +$2.1M +39,447 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$72.1M -$1.18M -22,182 -2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$71.7M -$61.7M -1,160,741 -46%
Artisan Partners
8
Artisan Partners
Wisconsin
$64.1M +$8.11M +152,469 +14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57.9M -$33.9M -637,110 -37%
PCMI
10
Paradigm Capital Management Inc
New York
$51.3M -$3.36M -63,100 -6%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$50.4M +$29M +545,490 +136%
GGHC
12
Gilder Gagnon Howe & Co
New York
$48.6M +$6.24M +117,239 +15%
Morgan Stanley
13
Morgan Stanley
New York
$45.1M -$13.6M -256,359 -23%
UBS Group
14
UBS Group
Switzerland
$44.5M -$734K -13,804 -2%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$43.3M +$43.3M +813,162 New
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$39.5M -$527K -9,908 -1%
Charles Schwab
17
Charles Schwab
California
$35.5M -$658K -12,380 -2%
Northern Trust
18
Northern Trust
Illinois
$32.5M -$450K -8,455 -1%
HP
19
Harvey Partners
New York
$27.9M +$169K +3,177 +0.6%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$27.6M +$17M +319,250 +159%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$25.8M -$3.57M -67,196 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$25.6M -$35.2M -662,520 -58%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$24.3M -$5.77M -108,464 -19%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$23.7M -$3.31M -62,282 -12%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$21.7M +$21.7M +407,634 New
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