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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
Canada Life
101
Canada Life
Manitoba, Canada
$2.46M -$74.1K -1,412 -3%
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$2.43M -$64.5K -1,229 -2%
TIM
103
Thompson Investment Management
Wisconsin
$2.2M
OCA
104
OpenArc Corporate Advisory
Georgia
$2.09M +$2.24M +42,614 New
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.02M -$62.3K -1,186 -3%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$106K +2,011 +5%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$1.98M +$2.12M +40,373 New
LPL Financial
108
LPL Financial
California
$1.97M +$1.68M +32,098 +394%
Franklin Resources
109
Franklin Resources
California
$1.92M +$158K +3,009 +8%
BFM
110
Boothbay Fund Management
New York
$1.9M -$1.32M -25,115 -39%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.9M -$24K -458 -1%
AQR Capital Management
112
AQR Capital Management
Connecticut
$1.9M +$98.7K +1,881 +5%
FG
113
Formula Growth
Quebec, Canada
$1.86M +$1.47M +28,000 +280%
Universal-Beteiligungs- und Servicegesellschaft
114
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.82M +$465K +8,860 +31%
JCIA
115
Jackson Creek Investment Advisors
Colorado
$1.79M -$104K -1,982 -5%
American Century Companies
116
American Century Companies
Missouri
$1.77M -$235K -4,486 -11%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$1.64M +$58.7K +1,118 +3%
SOADOR
118
State of Alaska Department of Revenue
Alaska
$1.61M -$49.2K -937 -3%
Capital Fund Management (CFM)
119
Capital Fund Management (CFM)
France
$1.54M +$1.65M +31,365 New
Creative Planning
120
Creative Planning
Kansas
$1.54M +$38.9K +742 +2%
IMRF
121
Illinois Municipal Retirement Fund
Illinois
$1.53M -$27.3K -521 -2%
Wells Fargo
122
Wells Fargo
California
$1.49M -$2.18M -41,444 -58%
GAM
123
Gotham Asset Management
New York
$1.48M -$730K -13,902 -32%
WG
124
Winton Group
United Kingdom
$1.39M +$407K +7,747 +37%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$1.33M