As of November 9, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Calamos Aksia Hedged Strategies Fund. The largest reported stake is Calamos Aksia Hedged Strategies Fund (Offshore), Ltd.'s, at 31.4%. 19 filings are on record since November 12, 2025 (Schedule 13D/A, November 5, 2026).
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Key facts
- · Reporting person: Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. · Sole voting: 0 · Shared voting: 2,699,390 · Sole dispositive: 0 · Shared dispositive: 2,699,390 · SCHEDULE 13D/A, 2026-11-05
- · Holder: Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. · Percent: 39.52% · SCHEDULE 13D/A
- · Holder: Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. · Percent: 28.78% · SCHEDULE 13D/A
- · Reporting person: John P Calamos, Sr. · Sole voting: 0 · Shared voting: 950,845 · Sole dispositive: 0 · Shared dispositive: 950,845 · SCHEDULE 13D, 2026-07-07
- · Reporting person: Calamos Investments LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-07
Calamos Aksia Hedged Strategies Fund has 19 Schedule 13D or 13G filings on record since 2025-11-12. 5 holders' latest filing reports 5% or more of class i shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 31.4% | 2,699,390 | SCHEDULE 13D/A, 2026-11-05 | 2026-10-30 |
| John P Calamos, Sr. | 16.2% | 950,845 | SCHEDULE 13D, 2026-07-07 | 2026-06-29 |
| 14% | 682,451 | SCHEDULE 13G, 2026-05-01 | 2026-03-26 | |
| 13% | 682,451 | SCHEDULE 13G, 2026-05-04 | 2026-03-26 | |
| Calamos Wealth Management LLC | 12.7% | 743,450 | SCHEDULE 13G/A, 2026-07-06 | 2026-06-30 |
| 3.6% | 138,913 | SCHEDULE 13G/A, 2026-04-01 | 2026-03-30 | |
| Calamos Investments LLC | 0% | 0 | SCHEDULE 13G/A, 2026-07-07 | 2026-06-29 |
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 0 | 2,699,390 | 0 | 2,699,390 | SCHEDULE 13D/A, 2026-11-05 |
| Aksia LLC | 0 | 2,699,390 | 0 | 2,699,390 | SCHEDULE 13D/A, 2026-11-05 |
| John P Calamos, Sr. | 0 | 950,845 | 0 | 950,845 | SCHEDULE 13D, 2026-07-07 |
| Calamos Advisors LLC | 0 | 11,889 | 0 | 11,889 | SCHEDULE 13D, 2026-07-07 |
| Calamos Family Partners, Inc. | 0 | 938,956 | 0 | 938,956 | SCHEDULE 13D, 2026-07-07 |
| Calamos Wealth Management LLC | 743,450 | 0 | 743,450 | 0 | SCHEDULE 13G/A, 2026-07-06 |
| Calamos Investments LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-07 |
The latest filing identifies Calamos Aksia Hedged Strategies Fund by CUSIP 12811G306 and gives its principal executive office as 2020 Calamos Court, Naperville, IL 60563 (SCHEDULE 13D/A, 2026-11-05).
Source of funds (Item 3)
The aggregate purchase price of the 2,699,390.09 shares was approximately $27,016,810. The source of funds for these purchases was working capital.Calamos Aksia Hedged Strategies Fund (Offshore), Ltd., SCHEDULE 13D/A, 2026-11-05
As of June 29, 2026, 938,955 shares of Class I Common Stock were acquired by Calamos Family Partners, Inc. via an in-kind pro rata distribution as part of a reorganization of funds under common control. No consideration was exchanged in the transaction.John P Calamos, Sr., SCHEDULE 13D, 2026-07-07
Purpose of Transaction (Item 4)
John P Calamos, Sr.
The Reporting Persons initially acquired and continue to beneficially own the Class I Shares for investment purposes. Depending on market conditions and other factors (including evaluation of the Issuer's businesses and prospects, availability of funds, alternative uses of funds and general economic conditions), the Reporting Persons may from time to time acquire additional securities of the Issuer or dispose of all or a portion of the Issuer. As of the date hereof, the Reporting Persons do not have any plan or proposal that relates to or would result in any of the transactions enumerated in sub items (a) through (j) of the instructions to Item 4 of this Schedule 13D.Item 4 of the SCHEDULE 13D filed 2026-07-07
Calamos Aksia Hedged Strategies Fund (Offshore), Ltd.
The Reporting Persons acquired and hold the Class I Shares for investment purposes. Depending on market conditions and other factors (including evaluation of the Issuer's businesses and prospects, availability of funds, alternative uses of funds and general economic conditions), the Reporting Persons may from time to time acquire additional securities of the Issuer or dispose of all or a portion of the Issuer. As of the date hereof, the Reporting Persons do not have any plan or proposal that relates to or would result in any of the transactions enumerated in sub items (a) through (j) of the instructions to Item 4 of this Schedule 13D.Item 4 of the SCHEDULE 13D/A filed 2026-11-05
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-12 | Calamos Wealth Management LLC | 23.5% | SCHEDULE 13G |
| 2025-11-14 | Alexandros Panagiotidis | 9.47% | SCHEDULE 13G |
| 2025-11-14 | John P Calamos, Sr. | 64.4% | SCHEDULE 13G |
| 2026-02-04 | Alexandros Panagiotidis | 5.9% | SCHEDULE 13G/A |
| 2026-02-04 | Calamos Wealth Management LLC | 23.5% | SCHEDULE 13G/A |
| 2026-02-04 | John P Calamos, Sr. | 40.4% | SCHEDULE 13G/A |
| 2026-03-04 | Calamos Wealth Management LLC | 25.7% | SCHEDULE 13G/A |
| 2026-04-01 | Alexandros Panagiotidis | 3.6% | SCHEDULE 13G/A |
| 2026-04-10 | Calamos Wealth Management LLC | 16.9% | SCHEDULE 13G/A |
| 2026-04-10 | John P. Calamos, Sr. | 24.5% | SCHEDULE 13G/A |
| 2026-05-01 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 25.55% | SCHEDULE 13D |
| 2026-05-01 | Huang Ming | 14% | SCHEDULE 13G |
| 2026-05-04 | Zhang Qin | 13% | SCHEDULE 13G |
| 2026-07-06 | Calamos Wealth Management LLC | 12.7% | SCHEDULE 13G/A |
| 2026-07-07 | John P Calamos, Sr. | 16.2% | SCHEDULE 13D |
| 2026-07-07 | Calamos Investments LLC | 0% | SCHEDULE 13G/A |
| 2026-08-26 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 28.78% | SCHEDULE 13D/A |
| 2026-09-25 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 39.52% | SCHEDULE 13D/A |
| 2026-11-05 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 31.4% | SCHEDULE 13D/A |
Questions about who owns Calamos Aksia Hedged Strategies Fund
Who owns Calamos Aksia Hedged Strategies Fund?
On this page, 5 holders' latest ownership filings report 5% or more of Calamos Aksia Hedged Strategies Fund: Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. (31.4%, Schedule 13D/A, filed 2026-11-05), John P Calamos, Sr. (16.2%, Schedule 13D, filed 2026-07-07), Huang Ming (14%, Schedule 13G, filed 2026-05-01), Zhang Qin (13%, Schedule 13G, filed 2026-05-04) and Calamos Wealth Management LLC (12.7%, Schedule 13G/A, filed 2026-07-06).
Who are the largest shareholders of Calamos Aksia Hedged Strategies Fund?
By the share each holder's latest filing reports, the largest holders of Calamos Aksia Hedged Strategies Fund on this page are Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. (31.4%), John P Calamos, Sr. (16.2%) and Huang Ming (14%).
When did Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. buy into Calamos Aksia Hedged Strategies Fund?
The filings give report dates, not purchase dates. The earliest filing from Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. on this page is the Schedule 13D, filed 2026-05-01, reporting 25.55%; its latest, Schedule 13D/A filed 2026-11-05, reports 31.4%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 19 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.