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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
KFAS
276
Keating Financial Advisory Services
Kansas
$2.6K +$2.78K +53 New
FNWA
277
Financial Network Wealth Advisors
Utah
$2.16K
RCM
278
Raleigh Capital Management
North Carolina
$1.86K +$2K +38 New
PWA
279
Physician Wealth Advisors
Utah
$1.72K
FFO
280
Fortitude Family Office
Arizona
$1.67K -$525 -10 -23%
ASN
281
Advisory Services Network
Georgia
$1.47K +$1.57K +30 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$1.42K +$105 +2 +7%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$1.32K
MSG
284
Main Street Group
Virginia
$1.32K +$1.42K +27 New
RF
285
Rossby Financial
Florida
$1.31K +$1.47K +28 New
QL
286
Quarry LP
New York
$1.27K -$26.6K -507 -95%
CIAM
287
Caitong International Asset Management
Hong Kong
$1.13K -$37.9K -722 -97%
CFD
288
Creative Financial Designs
Indiana
$1.13K
GFA
289
Godfrey Financial Associates
New York
$882
SS
290
SBI Securities
Japan
$833
MCM
291
Manchester Capital Management
Vermont
$735
GWM
292
Gilpin Wealth Management
Colorado
$539 +$367 +7 +175%
AW
293
Ankerstar Wealth
Texas
$441 +$52 +1 +13%
SIC
294
SJS Investment Consulting
Ohio
$343 -$5.09K -97 -93%
TWD
295
True Wealth Design
Ohio
$294
TC
296
Trust Company
Kansas
$294
CFO
297
CVA Family Office
Colorado
$294 +$315 +6 New
AGWCA
298
Annis Gardner Whiting Capital Advisors
Florida
$245
OCWP
299
Owl Creek Wealth Partners
Colorado
$245 +$262 +5 New
VWM
300
Vermillion Wealth Management
Minnesota
$245 +$262 +5 New