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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
Calamos Advisors
326
Calamos Advisors
Illinois
-$1.24M -23,409 Closed
Two Sigma Advisers
327
Two Sigma Advisers
New York
-$1.18M -22,300 Closed
Lazard Asset Management
328
Lazard Asset Management
New York
-$1.13M -21,400 Closed
WLG
329
Williamson Legacy Group
Indiana
-$918K -17,336 Closed
TC
330
TwinBeech Capital
New York
-$676K -12,770 Closed
VA
331
Verdad Advisers
Massachusetts
-$652K -12,313 Closed
HA
332
Huntleigh Advisors
Missouri
-$617K -11,652 Closed
BIG
333
Brookwood Investment Group
Arizona
-$504K -9,519 Closed
GC
334
Globeflex Capital
California
-$458K -8,660 Closed
Marshall Wace
335
Marshall Wace
United Kingdom
-$384K -7,254 Closed
OQS
336
Occudo Quantitative Strategies
Florida
-$370K -6,986 Closed
Verition Fund Management
337
Verition Fund Management
Connecticut
-$354K -6,690 Closed
MG
338
Marex Group
-$346K -6,545 Closed
PA
339
PharVision Advisers
Florida
-$334K -6,317 Closed
JFG
340
Jefferies Financial Group
New York
-$297K -5,613 Closed
AC
341
Armistice Capital
New York
-$293K -5,537 Closed
MML Investors Services
342
MML Investors Services
Massachusetts
-$282K -5,334 Closed
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
-$269K -5,090 Closed
MM
344
MQS Management
New York
-$266K -5,029 Closed
FC
345
Farringdon Capital
United Kingdom
-$240K -4,540 Closed
OSAM
346
O'Shaughnessy Asset Management
Connecticut
-$239K -4,522 Closed
ECM
347
Everence Capital Management
Indiana
-$223K -4,210 Closed
NG
348
Norden Group
Utah
-$217K -4,108 Closed
ECM
349
Evergreen Capital Management
Washington
-$211K -3,993 Closed
HCMT
350
Highland Capital Management (Tennessee)
Tennessee
-$208K -3,930 Closed