CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

38 hedge funds and large institutions have $26.3M invested in Calamos Global Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$1.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.68M
3
WAM
3
Wolverine Asset Management
Illinois
$1.07M
4
Stifel Financial
4
Stifel Financial
Missouri
$220K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$330K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.87M
2
GC
2
Guggenheim Capital
Illinois
$2.17M
3
AWM
3
Ariadne Wealth Management
California
$0
4
Invesco
4
Invesco
Georgia
$827K
5
CMS
5
Capital Market Strategies
Florida
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.68M 399,607 +24,841 +7%
LPL Financial
2
LPL Financial
California
$2.83M 241,837 +10,062 +4%
GC
3
Guggenheim Capital
Illinois
$2.17M 185,568 -17,827 -9%
PS
4
Principal Securities
Iowa
$2.1M 179,121 +2,726 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.89M 161,024 +4,122 +3%
SFS
6
Shaker Financial Services
Virginia
$1.87M 159,279 -40,486 -20%
CWM
7
Calamos Wealth Management
Illinois
$1.29M 110,242 – –
AAM
8
Advisors Asset Management
Colorado
$1.19M 101,748 +79,428 +356%
UBS Group
9
UBS Group
Switzerland
$1.1M 93,852 +470 +0.5%
WAM
10
Wolverine Asset Management
Illinois
$1.07M 91,189 +24,337 +36%
PWA
11
Prairie Wealth Advisors
Nebraska
$1.02M 86,925 +3,350 +4%
Invesco
12
Invesco
Georgia
$827K 70,604 -15,526 -18%
HI
13
Harbour Investments
Wisconsin
$617K 52,714 -3,327 -6%
BCM
14
Brookstone Capital Management
Illinois
$464K 39,634 +3,728 +10%
Bank of America
15
Bank of America
North Carolina
$428K 36,561 -381 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$330K 28,177 +14,368 +104%
Raymond James Financial
17
Raymond James Financial
Florida
$273K 23,275 -2,254 -9%
KAS
18
Kestra Advisory Services
Texas
$266K 22,750 +4,194 +23%
GJWM
19
Gilliland Jeter Wealth Management
Arkansas
$241K 20,576 – –
Stifel Financial
20
Stifel Financial
Missouri
$220K 18,791 +18,791 New
NA
21
NewEdge Advisors
Louisiana
$190K 16,200 -600 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$183K 15,607 +15,607 New
BA
23
Bard Associates
Illinois
$167K 14,225 – –
CA
24
CoreCap Advisors
Michigan
$154K 13,127 +198 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$144K 12,270 -748 -6%
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