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309 hedge funds and large institutions have $2.94B invested in Calix in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $318K

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

2.22% more ownership

Funds ownership: 88.69%90.91% (+2.2%)

6% less capital invested

Capital invested by funds: $3.11B → $2.94B (-$176M)

7% less funds holding

Funds holding: 331309 (-22)

27% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 63

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
309
Holders Change
-22
Holders Change %
-6.65%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
124
Reduced
97
Closed
63
Calls
$2.86M
Puts
$318K
Net Calls
+$2.54M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
251
Basecamp Wealth Advisors
Washington
$16.4K
KAS
252
Kemnay Advisory Services
New York
$15.9K +$10.2K +195 +151%
Los Angeles Capital Management
253
Los Angeles Capital Management
California
$15.1K -$582K -11,081 -97%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$15K +$11.4K +218 +248%
MG
255
Mather Group
Illinois
$14.1K +$15.1K +287 New
UB
256
UMB Bank
Missouri
$14K +$3.25K +62 +28%
AF
257
Allworth Financial
California
$13.7K -$315 -6 -2%
WT
258
Whittier Trust
California
$12.1K -$7.4K -141 -36%
EWA
259
EverSource Wealth Advisors
Alabama
$9.21K +$2.36K +45 +31%
CA
260
Clearstead Advisors
Ohio
$8.97K -$117K -2,236 -92%
IA
261
IFP Advisors
Florida
$8.23K +$4.93K +94 +127%
TC
262
Truvestments Capital
Florida
$7.45K
PWMG
263
Private Wealth Management Group
New Jersey
$5.98K
BFS
264
Bare Financial Services
Pennsylvania
$5K +$1.16K +22 +28%
VCM
265
Versant Capital Management
Arizona
$4.26K
RIL
266
Rothschild Investment LLC
Illinois
$4.16K -$262 -5 -6%
RFP
267
Root Financial Partners
California
$3.77K +$840 +16 +26%
Barrow, Hanley, Mewhinney & Strauss
268
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.63K +$3.88K +74 New
SIS
269
Sound Income Strategies
Florida
$3.52K
RIAS
270
Rachor Investment Advisory Services
Michigan
$3.23K +$105 +2 +3%
PA
271
Parallel Advisors
California
$3.09K -$3.83K -73 -54%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$3.04K -$2.21K -42 -40%
HWP
273
Highline Wealth Partners
California
$2.69K
TPWA
274
Twin Peaks Wealth Advisors
California
$2.65K +$2.83K +54 New
CTC
275
Central Trust Company
Missouri
$2.6K