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CGO

Calamos Global Total Return Fund
CGO

39 hedge funds and large institutions have $26.5M invested in Calamos Global Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $22.4M → $26.5M (+$4.1M)

5% more funds holding

Funds holding: 37 → 39 (+2)

1.29% more ownership

Funds ownership: 21.74% → 23.03% (+1.3%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$854K
2
Morgan Stanley
Morgan Stanley
New York
+$267K
3
WAM
Wolverine Asset Management
Illinois
+$262K
4
Stifel Financial
Stifel Financial
Missouri
+$202K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$168K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$435K
2
AWM
Ariadne Wealth Management
California
-$204K
3
GC
Guggenheim Capital
Illinois
-$192K
4
Invesco
Invesco
Georgia
-$167K
5
CMS
Capital Market Strategies
Florida
-$57.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$144K -$8.04K -748 -6%
CMS
27
Capital Market Strategies
Florida
$131K -$57.9K -5,390 -33%
SPIA
28
Steward Partners Investment Advisory
New York
$110K – – –
AF
29
Allworth Financial
California
$82K +$75.3K +7,001 New
Wells Fargo
30
Wells Fargo
California
$70.7K +$19.5K +1,816 +43%
Comerica Bank
31
Comerica Bank
Texas
$66.1K – – –
NS
32
NBC Securities
Alabama
$52K – – –
MLA
33
MB, Levis & Associates
Pennsylvania
$23.2K +$451 +42 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
GWSG
35
GPS Wealth Strategies Group
Colorado
$19.3K – – –
OP
36
ORG Partners
Indiana
$17.6K – – –
NFSG
37
Newbridge Financial Services Group
Florida
$7.12K +$6.54K +608 New
GSWM
38
Golden State Wealth Management
California
$612 -$35.7K -3,322 -98%
HNB
39
Huntington National Bank
Ohio
$12 – – –
AWM
40
Ariadne Wealth Management
California
– -$204K -4,327 Closed
AG
41
AmeriFlex Group
Nevada
– -$2.07K -200 Closed
1
2

CGO Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q2 2025, worth a combined $26.5M — up 18% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CGO positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $854K. The largest seller was Shaker Financial Services, cutting an estimated $435K.

  • 39 institutional investors held Calamos Global Total Return Fund (CGO) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $26.5M of Calamos Global Total Return Fund stock for Q2 2025, up 18% quarter-over-quarter.
  • 4 funds opened new Calamos Global Total Return Fund positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Calamos Global Total Return Fund buyer in Q2 2025 was Advisors Asset Management, an estimated $854K added.
  • The largest Calamos Global Total Return Fund seller in Q2 2025 was Shaker Financial Services, an estimated $435K sold.

Based on aggregated 13F filings for Q2 2025.