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
RCM
276
Raleigh Capital Management
North Carolina
$1.86K
PWA
277
Physician Wealth Advisors
Utah
$1.72K
FFO
278
Fortitude Family Office
Arizona
$1.67K
ASN
279
Advisory Services Network
Georgia
$1.47K
PFBT
280
Parkside Financial Bank & Trust
Missouri
$1.42K
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1.32K
MSG
282
Main Street Group
Virginia
$1.32K
RF
283
Rossby Financial
Florida
$1.31K
QL
284
Quarry LP
New York
$1.27K
CIAM
285
Caitong International Asset Management
Hong Kong
$1.13K
CFD
286
Creative Financial Designs
Indiana
$1.13K
GFA
287
Godfrey Financial Associates
New York
$882
SS
288
SBI Securities
Japan
$833
MCM
289
Manchester Capital Management
Vermont
$735
GWM
290
Gilpin Wealth Management
Colorado
$539
AW
291
Ankerstar Wealth
Texas
$441
SIC
292
SJS Investment Consulting
Ohio
$343
TC
293
Trust Company
Kansas
$294
TWD
294
True Wealth Design
Ohio
$294
CFO
295
CVA Family Office
Colorado
$294
AGWCA
296
Annis Gardner Whiting Capital Advisors
Florida
$245
OCWP
297
Owl Creek Wealth Partners
Colorado
$245
VWM
298
Vermillion Wealth Management
Minnesota
$245
LFG
299
Larson Financial Group
Missouri
$196
AWM
300
Abound Wealth Management
Tennessee
$196