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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
BlackRock
1
BlackRock
New York
$546M -$16.2M -309,538 -3%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$271M +$290M +5,533,754 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$172M +$93.9M +1,788,757 +122%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$132M +$141M +2,686,525 New
State Street
5
State Street
Massachusetts
$128M +$12.6M +239,368 +10%
Millennium Management
6
Millennium Management
New York
$93.3M +$24.3M +462,060 +32%
CAM
7
Congress Asset Management
Massachusetts
$80.6M +$10.3M +196,744 +14%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$75.7M +$21M +400,809 +35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$70.3M -$506K -9,632 -0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$59.7M +$14.2M +269,876 +28%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$41.2M +$2.64M +50,305 +6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$39.2M -$12.1M -229,785 -22%
GGHC
13
Gilder Gagnon Howe & Co
New York
$38.2M -$5.71M -108,835 -12%
PCMI
14
Paradigm Capital Management Inc
New York
$37.6M +$5.03M +95,800 +14%
Bank of America
15
Bank of America
North Carolina
$36.7M +$15.3M +290,661 +63%
Morgan Stanley
16
Morgan Stanley
New York
$34.9M +$4.69M +89,338 +14%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$34.1M -$3.6M -68,560 -9%
Charles Schwab
18
Charles Schwab
California
$33.4M +$468K +8,909 +1%
UBS Group
19
UBS Group
Switzerland
$31.6M +$15M +286,145 +80%
Northern Trust
20
Northern Trust
Illinois
$29.9M +$741K +14,116 +2%
HP
21
Harvey Partners
New York
$28M +$2.03M +38,768 +7%
NAMI
22
Nomura Asset Management International
Pennsylvania
$27.3M +$8.88M +169,174 +44%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$27M -$38.1M -726,355 -57%
Renaissance Technologies
24
Renaissance Technologies
New York
$26.6M +$4.19M +79,800 +17%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$26.2M -$5.52M -105,212 -16%

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.