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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
3.78%
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
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$10.9M -$10.7M -203,716 -48%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.6M +$371K +7,071 +3%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$10.3M -$13.7M -261,010 -55%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$9.47M -$3.24M -61,773 -24%
Osaic Holdings
55
Osaic Holdings
Arizona
$8.82M +$113K +2,159 +1%
DE
56
Defiance ETFs
New York
$8.59M +$974K +18,548 +12%
PCM
57
Penserra Capital Management
California
$8.59M +$974K +18,548 +12%
PAMP
58
Polar Asset Management Partners
Ontario, Canada
$8.51M +$1.13M +21,541 +14%
PAM
59
Panagora Asset Management
Massachusetts
$8.11M +$21.2K +403 +0.2%
Two Sigma Investments
60
Two Sigma Investments
New York
$7.91M +$7.45M +141,890 +725%
GIPM
61
G2 Investment Partners Management
New York
$7.86M -$5.27M -100,458 -38%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$7.79M +$138K +2,620 +2%
UBS AM
63
UBS AM
Illinois
$7.72M -$60.2K -1,146 -0.7%
SCM
64
SG Capital Management
Illinois
$7.71M +$8.26M +157,399 New
Allianz Asset Management
65
Allianz Asset Management
Germany
$7.53M +$2.01M +38,251 +33%
Legal & General Group
66
Legal & General Group
United Kingdom
$7.45M -$666K -12,690 -8%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$6.59M +$576K +10,968 +9%
EGM
68
Engineers Gate Manager
New York
$6.35M -$2.15M -40,898 -24%
Swiss National Bank
69
Swiss National Bank
Switzerland
$6.1M +$115K +2,200 +2%
IIM
70
INTECH Investment Management
Florida
$5.96M +$1.08M +20,625 +20%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$5.94M -$45.5M -866,186 -88%
HighTower Advisors
72
HighTower Advisors
Illinois
$5.84M -$1.35M -25,707 -18%
NCM
73
Nearwater Capital Markets
Ireland
$5.79M +$6.2M +118,200 New
Ameriprise
74
Ameriprise
Minnesota
$5.09M -$312K -5,940 -5%
NSAM
75
North Star Asset Management
Wisconsin
$4.87M +$56.8K +1,082 +1%

CALX Hedge Fund Activity: Q1 2026 in Review

309 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2026, worth a combined $2.94B — down 5.7% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of CALX and 46 opened new positions — a net loss of 17 holders — while 97 trimmed existing stakes and 124 added.

The largest buyer was AllianceBernstein, adding an estimated $93.9M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $57.9M sold.

  • 309 institutional investors held Calix (CALX) as of Q1 2026, down from 331 in Q4 2025.
  • Funds reported $2.94B of Calix stock for Q1 2026, down 5.7% quarter-over-quarter.
  • 46 funds opened new Calix positions in Q1 2026 and 63 closed out, a net change of -17 holders.
  • The largest Calix buyer in Q1 2026 was AllianceBernstein, an estimated $93.9M added.
  • The largest Calix seller in Q1 2026 was Fuller & Thaler Asset Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2026.