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Calix (CALX) Institutional Ownership

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$46.82 +0.64 (+1.39%)
Closing price 05/20/2025 03:58 PM Eastern
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$46.94 +0.12 (+0.26%)
As of 07:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for Calix (NYSE:CALX)

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$378.61M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$295.12M
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CALX Institutional Buying and Selling by Quarter

Calix Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Intech Investment Management LLC32,923$1.17M0.0%+26.8%0.051%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC176,328$6.25M0.0%+10.6%0.272%
5/16/2025 Goldman Sachs Group Inc.265,468$9.41M0.0%-39.0%0.410%
5/16/2025 Needham Investment Management LLC212,000$7.51M0.7%-22.9%0.327%
5/16/2025 Polar Asset Management Partners Inc.414,952$14.71M0.3%-31.7%0.640%
5/16/2025 Millennium Management LLC1,765,017$62.55M0.0%-13.1%2.723%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.751,936$26.65M0.1%+36.3%1.160%
5/16/2025 Jacobs Levy Equity Management Inc.552,602$19.58M0.1%-22.0%0.853%
5/16/2025 Alliancebernstein L.P.2,509,223$88.93M0.0%+12.1%3.871%
5/16/2025 AQR Capital Management LLC44,874$1.54M0.0%+304.1%0.069%
5/16/2025 Alyeska Investment Group L.P.1,032,292$36.58M0.1%+26.3%1.593%
5/15/2025 Federation des caisses Desjardins du Quebec32,032$1.14M0.0%+13.3%0.049%
5/15/2025 PDT Partners LLC37,535$1.33M0.1%-34.6%0.058%
5/15/2025 Cubist Systematic Strategies LLC22,908$812K0.0%N/A0.035%
5/15/2025 Royal Bank of Canada28,022$993K0.0%+11.0%0.043%
5/15/2025 Paradigm Capital Management Inc. NY1,027,300$36.41M2.0%-2.8%1.585%
5/15/2025 Quarry LP1,353$48K0.0%+1,704.0%0.002%
5/15/2025 Panagora Asset Management Inc.119,759$4.24M0.0%-30.2%0.185%
5/15/2025 Canada Pension Plan Investment Board53,500$1.90M0.0%N/A0.083%
5/15/2025 State of Wyoming2,958$105K0.0%-61.4%0.005%
5/15/2025 Trexquant Investment LP129,132$4.58M0.1%+151.2%0.199%
5/14/2025 Epoch Investment Partners Inc.748,566$26.53M0.1%-5.3%1.155%
5/14/2025 Corebridge Financial Inc.31,052$1.10M0.0%-1.9%0.048%
5/14/2025 Comerica Bank19,947$707K0.0%-2.4%0.031%
5/14/2025 MetLife Investment Management LLC35,086$1.24M0.0%-1.5%0.054%
5/14/2025 Penn Capital Management Company LLC338,311$12.02M1.2%N/A0.522%
5/14/2025 Jump Financial LLC7,272$258K0.0%-90.6%0.011%
5/14/2025 CW Advisors LLC208,017$7.37M0.1%+38.1%0.321%
5/14/2025 EntryPoint Capital LLC17,446$618K0.3%-22.3%0.027%
5/14/2025 Hsbc Holdings PLC10,460$366K0.0%-48.2%0.016%
5/14/2025 Wellington Management Group LLP200,541$7.11M0.0%-0.9%0.309%
5/13/2025 Northern Trust Corp618,793$21.93M0.0%-2.2%0.955%
5/13/2025 Cresset Asset Management LLC7,152$253K0.0%-28.0%0.011%
5/13/2025 American Century Companies Inc.144,323$5.12M0.0%+22.8%0.223%
5/13/2025 Neuberger Berman Group LLC243,222$8.62M0.0%N/A0.375%
5/13/2025 Russell Investments Group Ltd.107,313$3.80M0.0%+50.4%0.166%
5/13/2025 HighTower Advisors LLC119,253$4.23M0.0%+0.9%0.184%
5/12/2025 Public Sector Pension Investment Board187,189$6.63M0.0%+27.3%0.289%
5/12/2025 Nuveen LLC429,088$15.21M0.0%N/A0.662%
5/12/2025 Invesco Ltd.237,528$8.42M0.0%-0.6%0.366%
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5/12/2025 Connor Clark & Lunn Investment Management Ltd.315,794$11.19M0.0%+18.6%0.487%
5/12/2025 Townsquare Capital LLC89,219$3.16M0.0%+17.0%0.138%
5/12/2025 Swiss National Bank115,700$4.10M0.0%-0.7%0.178%
5/12/2025 Maryland State Retirement & Pension System17,216$610K0.0%-12.9%0.027%
5/9/2025 Mutual of America Capital Management LLC8,595$305K0.0%-3.9%0.013%
5/9/2025 Deutsche Bank AG275,095$9.75M0.0%-2.0%0.424%
5/9/2025 Charles Schwab Investment Management Inc.679,367$24.08M0.0%+4.6%1.048%
5/9/2025 Vanguard Group Inc.8,015,370$284.07M0.0%+0.5%12.366%
5/9/2025 New Age Alpha Advisors LLC76,838$2.72M0.1%-10.1%0.119%
5/8/2025Jefferies Financial Group Inc.64,800$2.30M0.0%-3.9%0.100%
5/8/2025 US Bancorp DE7,372$261K0.0%+37.1%0.011%
5/8/2025 North Star Asset Management Inc.95,347$3.38M0.2%+3.2%0.147%
5/8/2025 XTX Topco Ltd30,077$1.07M0.1%N/A0.046%
5/7/2025 Meeder Asset Management Inc.804$28K0.0%N/A0.001%
5/7/2025 Mackenzie Financial Corp29,997$1.06M0.0%+26.5%0.046%
5/7/2025 Inspire Advisors LLC74,985$2.66M0.3%N/A0.116%
5/7/2025 TD Asset Management Inc1,313,762$46.56M0.0%-5.7%2.027%
5/6/2025 Morling Financial Advisors LLC21,160$750K0.3%N/A0.033%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH8,240$292K0.0%N/A0.013%
5/2/2025 Victory Capital Management Inc.21,789$772K0.0%-6.6%0.034%
5/2/2025 Kornitzer Capital Management Inc. KS15,705$557K0.0%-95.8%0.024%
5/2/2025 PAX Financial Group LLC25,822$915K0.2%N/A0.040%
5/2/2025 Signaturefd LLC1,007$36K0.0%+91.1%0.002%
5/2/2025 Edgestream Partners L.P.55,040$1.95M0.1%-16.5%0.085%
5/1/2025 Louisiana State Employees Retirement System27,800$985K0.0%-2.5%0.043%
5/1/2025 New York State Common Retirement Fund286,719$10.16M0.0%+332.9%0.442%
5/1/2025 Mutual of America Capital Management LLC8,595$305K0.0%-3.9%0.013%
4/30/2025 Cornerstone Investment Partners LLC5,754$204K0.0%-8.0%0.009%
4/29/2025 Envestnet Asset Management Inc.130,303$4.62M0.0%-14.6%0.201%
4/29/2025 Bank of New York Mellon Corp1,144,749$40.57M0.0%-16.6%1.766%
4/29/2025 Huntleigh Advisors Inc.9,822$348K0.1%+16.6%0.015%
4/28/2025 Principal Financial Group Inc.294,539$10.44M0.0%+2.4%0.442%
4/28/2025 Oregon Public Employees Retirement Fund13,500$478K0.0%-2.9%0.020%
4/28/2025 Teacher Retirement System of Texas26,004$922K0.0%N/A0.039%
4/25/2025 Amalgamated Bank16,894$599K0.0%-2.2%0.025%
4/24/2025 Illinois Municipal Retirement Fund33,759$1.20M0.0%+17.6%0.051%
4/21/2025 State of Alaska Department of Revenue32,703$1.16M0.0%-2.5%0.049%
4/16/2025 Jackson Square Capital LLC29,500$1.05M0.3%-3.3%0.044%
4/15/2025 Thompson Investment Management Inc.90,240$3.20M0.5%-0.8%0.135%
4/15/2025 Assenagon Asset Management S.A.402,248$14.26M0.0%+8.8%0.604%
4/15/2025 SG Americas Securities LLC29,128$1.03M0.0%+159.6%0.044%
4/14/2025 Yousif Capital Management LLC21,820$773K0.0%-2.3%0.033%
4/14/2025 Harbor Capital Advisors Inc.13,721$486K0.0%-4.1%0.021%
4/14/2025 Portside Wealth Group LLC8,414$298K0.0%+8.0%0.013%
4/11/2025 Congress Asset Management Co.1,378,497$48.85M0.4%+8.1%2.068%
4/10/2025 Portside Wealth Group LLC7,793$272K0.0%-24.2%0.012%
4/9/2025 LVW Advisors LLC6,365$226K0.0%N/A0.010%
4/8/2025 Rhumbline Advisers167,217$5.93M0.0%-0.8%0.251%
4/7/2025 GAMMA Investing LLC23,745$842K0.0%+4,397.2%0.036%
4/2/2025 Kera Capital Partners Inc.7,360$261K0.1%N/A0.011%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
3/24/2025 Wellington Management Group LLP202,274$7.05M0.0%+0.6%0.303%
3/18/2025 California State Teachers Retirement System55,407$1.93M0.0%-0.7%0.083%
2/27/2025Jefferies Financial Group Inc.67,400$2.35M0.0%-26.2%0.102%
2/25/2025 Polar Asset Management Partners Inc.607,500$21.18M0.2%+8.4%0.916%
2/20/2025 Mackenzie Financial Corp23,710$827K0.0%+159.3%0.036%
2/19/2025 North Star Asset Management Inc.92,390$3.22M0.1%+3.0%0.139%
2/18/2025 Neo Ivy Capital Management8,616$300K0.1%N/A0.013%
2/18/2025 Paradigm Capital Management Inc. NY1,057,200$36.87M1.7%-20.3%1.594%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC159,423$5.56M0.0%+23.0%0.240%
2/17/2025 Voloridge Investment Management LLC218,142$7.61M0.0%N/A0.329%
(Data available from 1/1/2016 forward)

CALX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALX shares?

During the previous two years, 289 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($284.07M), State Street Corp ($89.84M), Alliancebernstein L.P. ($88.93M), Dimensional Fund Advisors LP ($63.90M), Millennium Management LLC ($62.55M), Congress Asset Management Co. ($48.85M), and Geode Capital Management LLC ($46.66M).Learn more on CALX's institutional investors.

What percentage of Calix stock is owned by institutional investors?

98.14% of Calix stock is owned by institutional investors. Learn more on CALX's institutional investor holdings.

Which institutional investors have been buying Calix stock?

Of the 234 institutional investors that purchased Calix stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($1.71M), TD Asset Management Inc ($1.39M), Artisan Partners Limited Partnership ($1.23M), Millennium Management LLC ($966.49K), Epoch Investment Partners Inc. ($937.61K), Norges Bank ($936.45K), and Congress Asset Management Co. MA ($635.88K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 24,069,923 shares in the last 24 months. This purchase volume represents approximately $969.89M in transactions.

Which Calix major shareholders have been selling company stock?

Of the 150 institutional investors that sold Calix stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($3.02M), Assenagon Asset Management S.A. ($998.15K), Kornitzer Capital Management Inc. KS ($796.35K), Schonfeld Strategic Advisors LLC ($681.37K), Invesco Ltd. ($537.58K), Gilder Gagnon Howe & Co. LLC ($456.40K), and Lord Abbett & CO. LLC ($404.27K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 13,389,255 shares in the last 24 months. This volume of shares sold represents approximately $520.86M in transactions.



This page (NYSE:CALX) was last updated on 5/21/2025 by MarketBeat.com Staff
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