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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
IA
351
Inspire Advisors
Idaho
-$208K -3,923 Closed
CFG
352
Cooper Financial Group
California
-$205K -3,865 Closed
ACM
353
Aster Capital Management
United Arab Emirates
-$178K -3,369 Closed
VI
354
Vestcor Inc
New Brunswick, Canada
-$102K -1,932 Closed
KAS
355
Kestra Advisory Services
Texas
-$67.1K -1,267 Closed
NA
356
NewEdge Advisors
Louisiana
-$53.1K -1,004 Closed
DekaBank Deutsche Girozentrale
357
DekaBank Deutsche Girozentrale
Germany
-$28K -902 Closed
DB
358
Danske Bank
Denmark
-$26.5K -500 Closed
DT
359
DV Trading
Illinois
-$21.2K -400 Closed
MTC
360
Matrix Trust Company
Colorado
-$12K -228 Closed
BIA
361
Bell Investment Advisors
California
-$4.24K -80 Closed
BBHC
362
Brown Brothers Harriman & Co
New York
-$1.48K -28 Closed
HI
363
Horizon Investments
North Carolina
-$1.11K -21 Closed
TM
364
Torren Management
California
-$953 -18 Closed
AAP
365
Arax Advisory Partners
Colorado
-$529 -10 Closed
BTI
366
Blue Trust Inc
Georgia
-$371 -7 Closed
DPW
367
DiNuzzo Private Wealth
Pennsylvania
-$265 -5 Closed
FHA
368
Flagship Harbor Advisors
Massachusetts
-$212 -4 Closed
HIA
369
HFM Investment Advisors
New Jersey
-$159 -3 Closed
OC
370
Optima Capital
Oregon
-$159 -3 Closed
BHWM
371
Bay Harbor Wealth Management
Maryland
-$105 -2 Closed
RJA
372
Ross\Johnson & Associates
Minnesota
-$106 -2 Closed