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CGO

Calamos Global Total Return Fund

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: 3739 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.68M +$267K +24,841 +7%
LPL Financial
2
LPL Financial
California
$2.83M +$108K +10,062 +4%
GC
3
Guggenheim Capital
Illinois
$2.17M -$192K -17,827 -9%
PS
4
Principal Securities
Iowa
$2.1M +$29.3K +2,726 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.89M +$44.3K +4,122 +3%
SFS
6
Shaker Financial Services
Virginia
$1.87M -$435K -40,486 -20%
CWM
7
Calamos Wealth Management
Illinois
$1.29M
AAM
8
Advisors Asset Management
Colorado
$1.19M +$854K +79,428 +356%
UBS Group
9
UBS Group
Switzerland
$1.1M +$5.05K +470 +0.5%
WAM
10
Wolverine Asset Management
Illinois
$1.07M +$262K +24,337 +36%
PWA
11
Prairie Wealth Advisors
Nebraska
$1.02M +$36K +3,350 +4%
Invesco
12
Invesco
Georgia
$827K -$167K -15,526 -18%
HI
13
Harbour Investments
Wisconsin
$617K -$35.8K -3,327 -6%
BCM
14
Brookstone Capital Management
Illinois
$464K +$40.1K +3,728 +10%
Bank of America
15
Bank of America
North Carolina
$428K -$4.09K -381 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$330K +$154K +14,368 +104%
Raymond James Financial
17
Raymond James Financial
Florida
$273K -$24.2K -2,254 -9%
KAS
18
Kestra Advisory Services
Texas
$266K +$45.1K +4,194 +23%
GJWM
19
Gilliland Jeter Wealth Management
Arkansas
$241K
Stifel Financial
20
Stifel Financial
Missouri
$220K +$202K +18,791 New
Osaic Holdings
21
Osaic Holdings
Arizona
$198K +$71.3K +6,630 +65%
NA
22
NewEdge Advisors
Louisiana
$190K -$6.45K -600 -4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$183K +$168K +15,607 New
BA
24
Bard Associates
Illinois
$167K
CA
25
CoreCap Advisors
Michigan
$154K +$2.13K +198 +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.