Ken Griffin’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Ken Griffin’s Portfolio CSQ Stock Details CSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-45,208	Closed	-$872K	–	12835
2025 Q3	$872K	Buy	45,208 +22,550	+100%	+$419K	﹤0.01%	7837
2025 Q2	$413K	Buy	+22,658	New	+$375K	﹤0.01%	9076
2024 Q2	–	Sell	-14,593	Closed	-$239K	–	14399
2024 Q1	$239K	Buy	+14,593	New	+$228K	﹤0.01%	9950
2017 Q2	–	Sell	-13,274	Closed	-$148K	–	7564
2017 Q1	$148K	Buy	+13,274	New	+$145K	﹤0.01%	6692
2013 Q4	–	Sell	-11,653	Closed	-$117K	–	7017
2013 Q3	$117K	Buy	+11,653	New	+$118K	﹤0.01%	5225

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Ken Griffin's CSQ Position: Q4 2025 in Review

Ken Griffin sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2025, closing a stake of 45,208 shares — an estimated $872K sold.

Ken Griffin first reported a position in CSQ in Q3 2013 and held it in 5 quarters. The position peaked at $872K in Q3 2025. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

Ken Griffin reported no remaining Calamos Strategic Total Return Fund position as of Q4 2025 after selling out during the quarter.
Ken Griffin sold 45,208 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $872K.
Ken Griffin first reported a position in Calamos Strategic Total Return Fund in Q3 2013 and held it in 5 quarters.
Ken Griffin's Calamos Strategic Total Return Fund position peaked at $872K in Q3 2025.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.