307 hedge funds and large institutions have $2.93B invested in Calix in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 97 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 330307 (-23)

28% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 64

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.86M
Puts
$318K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
251
Los Angeles Capital Management
California
$15.1K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$15K
MG
253
Mather Group
Illinois
$14.1K
UB
254
UMB Bank
Missouri
$14K
AF
255
Allworth Financial
California
$13.7K
WT
256
Whittier Trust
California
$12.1K
EWA
257
EverSource Wealth Advisors
Alabama
$9.21K
CA
258
Clearstead Advisors
Ohio
$8.97K
IA
259
IFP Advisors
Florida
$8.23K
TC
260
Truvestments Capital
Florida
$7.45K
PWMG
261
Private Wealth Management Group
New Jersey
$5.98K
BFS
262
Bare Financial Services
Pennsylvania
$5K
VCM
263
Versant Capital Management
Arizona
$4.26K
RIL
264
Rothschild Investment LLC
Illinois
$4.16K
RFP
265
Root Financial Partners
California
$3.77K
Barrow, Hanley, Mewhinney & Strauss
266
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.63K
SIS
267
Sound Income Strategies
Florida
$3.52K
RIAS
268
Rachor Investment Advisory Services
Michigan
$3.23K
PA
269
Parallel Advisors
California
$3.09K
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$3.04K
HWP
271
Highline Wealth Partners
California
$2.69K
TPWA
272
Twin Peaks Wealth Advisors
California
$2.65K
CTC
273
Central Trust Company
Missouri
$2.6K
KFAS
274
Keating Financial Advisory Services
Kansas
$2.6K
FNWA
275
Financial Network Wealth Advisors
Utah
$2.16K