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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
DS
201
DRW Securities
Illinois
$324K -$333K -6,342 -49%
LTAS
202
Linden Thomas Advisory Services
North Carolina
$313K +$115K +2,189 +52%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$309K +$58.9K +1,123 +22%
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$298K
SOW
205
State of Wyoming
Wyoming
$297K -$342K -6,515 -52%
NICM
206
Neo Ivy Capital Management
New York
$279K +$145K +2,753 +94%
CC
207
Centiva Capital
New York
$279K +$299K +5,695 New
VF
208
Virtu Financial
New York
$278K +$298K +5,677 New
X
209
Xponance
Pennsylvania
$277K +$45.5K +867 +18%
Vanguard Personalized Indexing Management
210
Vanguard Personalized Indexing Management
California
$273K +$292K +5,568 New
Corient Private Wealth
211
Corient Private Wealth
Florida
$256K -$205K -3,900 -43%
TRCT
212
Tower Research Capital (TRC)
New York
$256K +$181K +3,453 +194%
QT
213
Quantbot Technologies
New York
$244K +$261K +4,972 New
AIP
214
Ameritas Investment Partners
Nebraska
$241K
VT
215
Vise Technologies
New York
$239K
I
216
InceptionR
California
$235K -$74.4K -1,417 -23%
Capstone Investment Advisors
217
Capstone Investment Advisors
New York
$226K -$145K -2,770 -37%
Ensign Peak Advisors
218
Ensign Peak Advisors
Utah
$224K
Jones Financial Companies
219
Jones Financial Companies
Missouri
$215K +$10.1K +192 +5%
CGH
220
Crossmark Global Holdings
Texas
$212K
FAM
221
Fred Alger Management
New York
$209K +$224K +4,275 New
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$209K +$11.3K +216 +5%
ATC
223
Argent Trust Co
Tennessee
$206K +$221K +4,204 New
HW
224
Hancock Whitney
Mississippi
$206K +$15.7K +299 +7%
GC
225
Guggenheim Capital
Illinois
$204K -$753K -14,353 -77%

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.