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295 hedge funds and large institutions have $2.97B invested in Calix in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 99 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $2.64M

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

49% more capital invested

Capital invested by funds: $2B → $2.97B (+$972M)

13% more funds holding

Funds holding: 260295 (+35)

1.47% more ownership

Funds ownership: 84.81%86.28% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 101

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
295
Holders Change
+35
Holders Change %
+13.46%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
66
Increased
99
Reduced
101
Closed
30
Calls
$11.8M
Puts
$2.64M
Net Calls
+$9.15M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$610M +$15.8M +368,309 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M +$25.7M +600,014 +7%
State Street
3
State Street
Massachusetts
$124M -$1.99M -46,586 -2%
Millennium Management
4
Millennium Management
New York
$120M +$20.6M +482,105 +27%
CAM
5
Congress Asset Management
Massachusetts
$75.4M +$1.69M +39,447 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$72.1M -$949K -22,182 -2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$71.7M -$49.6M -1,160,741 -46%
Artisan Partners
8
Artisan Partners
Wisconsin
$64.1M +$6.52M +152,469 +14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57.9M -$27.3M -637,110 -37%
PCMI
10
Paradigm Capital Management Inc
New York
$51.3M -$2.7M -63,100 -6%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$50.4M +$23.3M +545,490 +136%
GGHC
12
Gilder Gagnon Howe & Co
New York
$48.6M +$5.01M +117,239 +15%
Morgan Stanley
13
Morgan Stanley
New York
$45.1M -$11M -256,359 -23%
UBS Group
14
UBS Group
Switzerland
$44.5M -$590K -13,804 -2%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$43.3M +$34.8M +813,162 New
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$39.5M -$424K -9,908 -1%
Charles Schwab
17
Charles Schwab
California
$35.5M -$530K -12,380 -2%
Northern Trust
18
Northern Trust
Illinois
$32.5M -$362K -8,455 -1%
HP
19
Harvey Partners
New York
$27.9M +$136K +3,177 +0.6%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$27.6M +$13.7M +319,250 +159%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$25.8M -$2.87M -67,196 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$25.6M -$28.3M -662,520 -58%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$24.3M -$4.64M -108,464 -19%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$23.7M -$2.66M -62,282 -12%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$21.7M +$17.4M +407,634 New

CALX Hedge Fund Activity: Q2 2025 in Review

295 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2025, worth a combined $2.97B — up 49% from $2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CALX positions and 30 closed out — a net gain of 36 holders — while 99 added to existing stakes and 101 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $34.8M. The largest seller was AllianceBernstein, cutting an estimated $49.6M.

  • 295 institutional investors held Calix (CALX) as of Q2 2025, up from 260 in Q1 2025.
  • Funds reported $2.97B of Calix stock for Q2 2025, up 49% quarter-over-quarter.
  • 66 funds opened new Calix positions in Q2 2025 and 30 closed out, a net change of +36 holders.
  • The largest Calix buyer in Q2 2025 was Lord, Abbett & Co, an estimated $34.8M added.
  • The largest Calix seller in Q2 2025 was AllianceBernstein, an estimated $49.6M sold.

Based on aggregated 13F filings for Q2 2025.