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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
LFG
301
Larson Financial Group
Missouri
$196 -$787 -15 -79%
AWM
302
Abound Wealth Management
Tennessee
$196
MCM
303
MAI Capital Management
Ohio
$196 +$210 +4 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$98 -$367 -7 -78%
DF
305
Dunhill Financial
United Kingdom
$67
EP
306
Essential Partners
California
$49
HNB
307
Huntington National Bank
Ohio
$49
RWM
308
Rialto Wealth Management
New York
$49
HFS
309
Hughes Financial Services
Virginia
$49 +$52 +1 New
Fuller & Thaler Asset Management
310
Fuller & Thaler Asset Management
California
-$57.9M -1,094,173 Closed
HRCM
311
Hood River Capital Management
Florida
-$27.7M -523,261 Closed
Alyeska Investment Group
312
Alyeska Investment Group
Illinois
-$19.9M -375,132 Closed
Neuberger Berman Group
313
Neuberger Berman Group
New York
-$13.4M -253,237 Closed
SAM
314
Synergy Asset Management
Washington
-$10M -189,221 Closed
Voloridge Investment Management
315
Voloridge Investment Management
Florida
-$8.75M -165,390 Closed
AG
316
Algert Global
California
-$6.24M -117,936 Closed
4A
317
4D Advisors
California
-$6.09M -115,000 Closed
LCG
318
Lisanti Capital Growth
New York
-$5.07M -95,736 Closed
BA
319
Bridgewater Associates
Connecticut
-$3.47M -65,536 Closed
JF
320
Jump Financial
Illinois
-$2.99M -56,400 Closed
CM
321
Castleark Management
Illinois
-$2.8M -52,920 Closed
BHCM
322
Brevan Howard Capital Management
Jersey
-$2M -37,697 Closed
Walleye Capital
323
Walleye Capital
New York
-$1.99M -37,506 Closed
N
324
Natixis
France
-$1.46M -27,558 Closed
LCM
325
Legato Capital Management
California
-$1.4M -26,410 Closed