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313 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, 111 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.17M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$502M)

6% more funds holding

Funds holding: 295313 (+18)

10% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 101

0.46% more ownership

Funds ownership: 86.28%86.74% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
313
Holders Change
+18
Holders Change %
+6.1%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
111
Reduced
101
Closed
30
Calls
$10.4M
Puts
$2.17M
Net Calls
+$8.27M
Net Calls Change
-$879K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$719M +$14.6M +253,648 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$521M -$7.27M -126,306 -1%
State Street
3
State Street
Massachusetts
$144M +$381K +6,609 +0.3%
Millennium Management
4
Millennium Management
New York
$121M -$16.3M -282,204 -13%
CAM
5
Congress Asset Management
Massachusetts
$89.8M +$2.61M +45,258 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$86.5M +$3.53M +61,247 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$84.2M +$920K +15,978 +1%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$78.2M +$50M +868,987 +214%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$75.7M +$68.1M +1,182,878 +2,349%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$58M -$8.21M -142,547 -13%
GGHC
11
Gilder Gagnon Howe & Co
New York
$55.4M -$638K -11,077 -1%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$55M +$4.79M +83,094 +10%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$51.5M +$35.8M +622,405 +287%
UBS Group
14
UBS Group
Switzerland
$49.6M -$1.7M -29,461 -4%
Mirae Asset Global ETFs Holdings
15
Mirae Asset Global ETFs Holdings
Hong Kong
$45.9M +$294K +5,111 +0.7%
Artisan Partners
16
Artisan Partners
Wisconsin
$43.6M -$28.5M -494,486 -41%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$42M +$22.6M +392,947 +135%
Charles Schwab
18
Charles Schwab
California
$41.6M +$624K +10,829 +2%
PCMI
19
Paradigm Capital Management Inc
New York
$41.3M -$16.8M -291,800 -30%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$40.5M +$8.04M +139,672 +27%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$37.9M +$12.1M +209,379 +51%
Northern Trust
22
Northern Trust
Illinois
$37.6M +$145K +2,514 +0.4%
Morgan Stanley
23
Morgan Stanley
New York
$34.5M -$16.5M -285,734 -34%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$34.1M +$5.63M +97,691 +21%
HP
25
Harvey Partners
New York
$32.7M +$537K +9,323 +2%

CALX Hedge Fund Activity: Q3 2025 in Review

313 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2025, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CALX positions and 30 closed out — a net gain of 22 holders — while 111 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $68.1M. The largest seller was Assenagon Asset Management, cutting an estimated $39.6M.

  • 313 institutional investors held Calix (CALX) as of Q3 2025, up from 295 in Q2 2025.
  • Funds reported $3.48B of Calix stock for Q3 2025, up 17% quarter-over-quarter.
  • 52 funds opened new Calix positions in Q3 2025 and 30 closed out, a net change of +22 holders.
  • The largest Calix buyer in Q3 2025 was T. Rowe Price Associates, an estimated $68.1M added.
  • The largest Calix seller in Q3 2025 was Assenagon Asset Management, an estimated $39.6M sold.

Based on aggregated 13F filings for Q3 2025.