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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
BlackRock
1
BlackRock
New York
$607M -$14.9M -255,312 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$439M -$10.9M -186,628 -2%
State Street
3
State Street
Massachusetts
$125M +$1.34M +23,022 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$77.4M +$3.07M +52,642 +4%
CAM
5
Congress Asset Management
Massachusetts
$76.6M -$912K -15,657 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$76.5M +$4.32M +74,235 +5%
Millennium Management
7
Millennium Management
New York
$76.3M -$30.5M -523,006 -27%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$67.6M +$179K +3,079 +0.2%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$60.6M +$26.9M +461,196 +67%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$57.9M +$63.7M +1,094,173 New
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$54.5M +$11.1M +191,001 +23%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$52.3M +$5.31M +91,175 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$50.2M +$160K +2,754 +0.3%
GGHC
14
Gilder Gagnon Howe & Co
New York
$47M -$856K -14,694 -2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$41.8M +$10.1M +172,879 +28%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$40.5M +$1.06M +18,276 +2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$36.4M -$31.7M -545,040 -44%
Charles Schwab
18
Charles Schwab
California
$35.6M -$278K -4,771 -0.7%
PCMI
19
Paradigm Capital Management Inc
New York
$35.6M
Wellington Management Group
20
Wellington Management Group
Massachusetts
$33.9M -$1.15M -19,734 -3%
Morgan Stanley
21
Morgan Stanley
New York
$33M +$3.55M +60,993 +11%
Northern Trust
22
Northern Trust
Illinois
$31.5M -$1M -17,226 -3%
Artisan Partners
23
Artisan Partners
Wisconsin
$31.2M -$6.99M -120,010 -17%
Invesco
24
Invesco
Georgia
$30.6M +$5.58M +95,738 +20%
HP
25
Harvey Partners
New York
$28.3M +$13.5K +232 +0%