As of November 10, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Calamos Aksia Private Equity & Alternatives Fund. The largest reported stake is Calamos Wealth Management LLC's, at 26.3%. 16 filings are on record since August 5, 2025 (Schedule 13G/A, October 9, 2026).
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Key facts
- · Reporting person: Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. · Sole voting: 2,732,700 · Shared voting: 0 · Sole dispositive: 2,732,700 · Shared dispositive: 0 · SCHEDULE 13G, 2026-11-09
- · Reporting person: Calamos Wealth Management LLC · Sole voting: 1,970,972 · Shared voting: 0 · Sole dispositive: 1,970,972 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-09
- · Holder: Calamos Wealth Management LLC · Percent: 21.2% · SCHEDULE 13G/A
- · Holder: Calamos Wealth Management LLC · Percent: 16.1% · SCHEDULE 13G/A
- · Holder: Calamos Wealth Management LLC · Percent: 17% · SCHEDULE 13G/A
Calamos Aksia Private Equity & Alternatives Fund has 16 Schedule 13D or 13G filings on record since 2025-08-05. 5 holders' latest filing reports 5% or more of class i share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Calamos Wealth Management LLC | 26.3% | 1,970,972 | SCHEDULE 13G/A, 2026-10-09 | 2026-09-30 |
| John P Calamos, Sr. | 9.7% | 1,972,770 | SCHEDULE 13G, 2025-08-15 | 2025-06-26 |
| Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. | 8.7% | 2,732,700 | SCHEDULE 13G, 2026-11-09 | 2026-03-31 |
| 5.8% | 1,179,043 | SCHEDULE 13G, 2025-08-27 | 2025-06-26 | |
| 5.8% | 1,179,043 | SCHEDULE 13G, 2025-08-27 | 2025-06-26 |
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Keep reading
More on Calamos Aksia Private Equity & Alternatives Fund and the records around it.
Companies that share a holder
- John P Calamos, Sr. also filed stake reports on 1 other company: Calamos Aksia Hedged Strategies Fund (Jul 2026)
- Calamos Wealth Management LLC also filed stake reports on 2 other companies: Calamos Aksia Alternative Credit & Income Fund (Oct 2026), Calamos Aksia Hedged Strategies Fund (Jul 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 1,970,972 | 0 | 1,970,972 | 0 | SCHEDULE 13G/A, 2026-10-09 |
| Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. | 2,732,700 | 0 | 2,732,700 | 0 | SCHEDULE 13G, 2026-11-09 |
The latest filing identifies Calamos Aksia Private Equity & Alternatives Fund by CUSIP 12811C305 and gives its principal executive office as 2020 Calamos Court, Naperville, IL 60563 (SCHEDULE 13G, 2026-11-09).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-05 | Calamos Wealth Management LLC | 18.9% | SCHEDULE 13G |
| 2025-08-15 | John P Calamos, Sr. | 9.7% | SCHEDULE 13G |
| 2025-08-27 | Alexander Pissios | 5.8% | SCHEDULE 13G |
| 2025-08-27 | Nicholas Pissios | 5.8% | SCHEDULE 13G |
| 2025-09-02 | Calamos Wealth Management LLC | 17.5% | SCHEDULE 13G/A |
| 2025-10-07 | Calamos Wealth Management LLC | 18.2% | SCHEDULE 13G/A |
| 2025-11-12 | Calamos Wealth Management LLC | 17.5% | SCHEDULE 13G/A |
| 2026-01-14 | Calamos Wealth Management LLC | 16.6% | SCHEDULE 13G/A |
| 2026-01-14 | Calamos Wealth Management LLC | 20.6% | SCHEDULE 13G/A |
| 2026-02-04 | Calamos Wealth Management LLC | 16.6% | SCHEDULE 13G/A |
| 2026-03-04 | Calamos Wealth Management LLC | 17.2% | SCHEDULE 13G/A |
| 2026-04-10 | Calamos Wealth Management LLC | 17% | SCHEDULE 13G/A |
| 2026-07-06 | Calamos Wealth Management LLC | 16.1% | SCHEDULE 13G/A |
| 2026-10-09 | Calamos Wealth Management LLC | 21.2% | SCHEDULE 13G/A |
| 2026-10-09 | Calamos Wealth Management LLC | 26.3% | SCHEDULE 13G/A |
| 2026-11-09 | Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. | 8.7% | SCHEDULE 13G |
Questions about who owns Calamos Aksia Private Equity & Alternatives Fund
Who owns Calamos Aksia Private Equity & Alternatives Fund?
On this page, 5 holders' latest ownership filings report 5% or more of Calamos Aksia Private Equity & Alternatives Fund: Calamos Wealth Management LLC (26.3%, Schedule 13G/A, filed 2026-10-09), John P Calamos, Sr. (9.7%, Schedule 13G, filed 2025-08-15), Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. (8.7%, Schedule 13G, filed 2026-11-09), Alexander Pissios (5.8%, Schedule 13G, filed 2025-08-27) and Nicholas Pissios (5.8%, Schedule 13G, filed 2025-08-27).
Who are the largest shareholders of Calamos Aksia Private Equity & Alternatives Fund?
By the share each holder's latest filing reports, the largest holders of Calamos Aksia Private Equity & Alternatives Fund on this page are Calamos Wealth Management LLC (26.3%), John P Calamos, Sr. (9.7%) and Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. (8.7%).
When did Calamos Wealth Management LLC buy into Calamos Aksia Private Equity & Alternatives Fund?
The filings give report dates, not purchase dates. The earliest filing from Calamos Wealth Management LLC on this page is the Schedule 13G, filed 2025-08-05, reporting 18.9%; its latest, Schedule 13G/A filed 2026-10-09, reports 26.3%.
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%); 16 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.