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CGO

Calamos Global Total Return Fund
CGO

38 hedge funds and large institutions have $26.7M invested in Calamos Global Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.04% less ownership

Funds ownership: 24.01% → 22.97% (-1%)

3% less funds holding

Funds holding: 39 → 38 (-1)

6% less capital invested

Capital invested by funds: $28.4M → $26.7M (-$1.67M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$316K
2
Invesco
Invesco
Georgia
+$251K
3
Osaic Holdings
Osaic Holdings
Arizona
+$185K
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$131K
5
Morgan Stanley
Morgan Stanley
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
PWA
Prairie Wealth Advisors
Nebraska
-$1.03M
2
SFS
Shaker Financial Services
Virginia
-$363K
3
Raymond James Financial
Raymond James Financial
Florida
-$287K
4
WAM
Wolverine Asset Management
Illinois
-$168K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$120K +$23 +2 +0%
BPA
27
Beacon Pointe Advisors
California
$117K +$119K +10,242 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$115K +$117K +10,068 New
SPIA
29
Steward Partners Investment Advisory
New York
$108K +$4.95K +426 +5%
Wells Fargo
30
Wells Fargo
California
$68.8K +$12 +1 +0%
AF
31
Allworth Financial
California
$68.4K – – –
Comerica Bank
32
Comerica Bank
Texas
$64.3K – – –
CA
33
CoreCap Advisors
Michigan
$64K +$17.4K +1,500 +36%
NS
34
NBC Securities
Alabama
$51.5K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
OP
36
ORG Partners
Indiana
$17.1K – – –
AG
37
AmeriFlex Group
Nevada
$2.28K -$2.33K -200 -50%
GSWM
38
Golden State Wealth Management
California
$621 +$12 +1 +2%
HNB
39
Huntington National Bank
Ohio
$11 – – –
Raymond James Financial
40
Raymond James Financial
Florida
– -$287K -23,819 Closed
GWSG
41
GPS Wealth Strategies Group
Colorado
– -$19.9K -1,650 Closed
NFSG
42
Newbridge Financial Services Group
Florida
– -$13.3K -1,103 Closed
1
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CGO Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2025, worth a combined $26.7M — down 5.9% from $28.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CGO and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Cohen & Steers, adding an estimated $316K. The largest seller was Prairie Wealth Advisors, exiting entirely with an estimated $1.03M sold.

  • 38 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $26.7M of Calamos Global Total Return Fund stock for Q4 2025, down 5.9% quarter-over-quarter.
  • 3 funds opened new Calamos Global Total Return Fund positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest Calamos Global Total Return Fund buyer in Q4 2025 was Cohen & Steers, an estimated $316K added.
  • The largest Calamos Global Total Return Fund seller in Q4 2025 was Prairie Wealth Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2025.