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CGO

Calamos Global Total Return Fund
CGO

39 hedge funds and large institutions have $28.4M invested in Calamos Global Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $26.5M → $28.4M (+$1.9M)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.98% more ownership

Funds ownership: 23.03% → 24.01% (+0.98%)

0% more funds holding

Funds holding: 39 → 39 (0)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.04M
2
SFS
Shaker Financial Services
Virginia
+$650K
3
Cohen & Steers
Cohen & Steers
New York
+$355K
4
Morgan Stanley
Morgan Stanley
New York
+$299K
5
BCA
Bay Colony Advisors
Massachusetts
+$124K

Top Sellers

Rank Fund Capital Flow
1
CWM
Calamos Wealth Management
Illinois
-$1.29M
2
Invesco
Invesco
Georgia
-$612K
3
GC
Guggenheim Capital
Illinois
-$194K
4
LPL Financial
LPL Financial
California
-$191K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$126K +$124K +10,496 New
SPIA
27
Steward Partners Investment Advisory
New York
$109K -$4.08K -346 -4%
Wells Fargo
28
Wells Fargo
California
$72.7K – – –
AF
29
Allworth Financial
California
$72.3K -$11.8K -1,000 -14%
Comerica Bank
30
Comerica Bank
Texas
$67.9K – – –
NS
31
NBC Securities
Alabama
$54.5K – – –
CA
32
CoreCap Advisors
Michigan
$49.5K -$106K -9,012 -69%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
GWSG
34
GPS Wealth Strategies Group
Colorado
$19.9K – – –
OP
35
ORG Partners
Indiana
$18.1K – – –
NFSG
36
Newbridge Financial Services Group
Florida
$13.3K +$5.84K +495 +81%
AG
37
AmeriFlex Group
Nevada
$4.82K +$4.72K +400 New
GSWM
38
Golden State Wealth Management
California
$642 +$12 +1 +2%
HNB
39
Huntington National Bank
Ohio
$12 – – –
CWM
40
Calamos Wealth Management
Illinois
– -$1.29M -110,242 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$183K -15,607 Closed
BA
42
Bard Associates
Illinois
– -$167K -14,225 Closed
MLA
43
MB, Levis & Associates
Pennsylvania
– -$23.2K -1,982 Closed
1
2

CGO Hedge Fund Activity: Q3 2025 in Review

39 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q3 2025, worth a combined $28.4M — up 7.2% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CGO positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.04M. The largest seller was Calamos Wealth Management, exiting entirely with an estimated $1.29M sold.

  • 39 institutional investors held Calamos Global Total Return Fund (CGO) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $28.4M of Calamos Global Total Return Fund stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 5 funds opened new Calamos Global Total Return Fund positions in Q3 2025 and 4 closed out, a net change of +1 holder.
  • The largest Calamos Global Total Return Fund buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $2.04M added.
  • The largest Calamos Global Total Return Fund seller in Q3 2025 was Calamos Wealth Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2025.