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CGO

Calamos Global Total Return Fund

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: 3939 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.12M +$299K +25,286 +6%
LPL Financial
2
LPL Financial
California
$2.72M -$191K -16,208 -7%
SFS
3
Shaker Financial Services
Virginia
$2.58M +$650K +55,053 +35%
PS
4
Principal Securities
Iowa
$2.17M +$16.7K +1,412 +0.8%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.08M +$2.04M +172,367 New
GC
6
Guggenheim Capital
Illinois
$2.04M -$194K -16,458 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2M +$62.2K +5,267 +3%
AAM
8
Advisors Asset Management
Colorado
$1.34M +$115K +9,729 +10%
WAM
9
Wolverine Asset Management
Illinois
$1.1M -$921 -78 -0.1%
PWA
10
Prairie Wealth Advisors
Nebraska
$1.07M +$19.5K +1,650 +2%
UBS Group
11
UBS Group
Switzerland
$1.02M -$108K -9,118 -10%
HI
12
Harbour Investments
Wisconsin
$631K -$3.6K -305 -0.6%
BCM
13
Brookstone Capital Management
Illinois
$542K +$63.3K +5,358 +14%
PFO
14
PMG Family Office
Texas
$538K +$528K +44,715 New
Bank of America
15
Bank of America
North Carolina
$444K +$4.14K +351 +1%
Cohen & Steers
16
Cohen & Steers
New York
$362K +$355K +30,087 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$334K -$5.18K -439 -2%
Raymond James Financial
18
Raymond James Financial
Florida
$287K +$6.42K +544 +2%
GJWM
19
Gilliland Jeter Wealth Management
Arkansas
$248K
Stifel Financial
20
Stifel Financial
Missouri
$237K +$10.5K +889 +5%
Invesco
21
Invesco
Georgia
$226K -$612K -51,872 -73%
NA
22
NewEdge Advisors
Louisiana
$208K +$13K +1,100 +7%
KAS
23
Kestra Advisory Services
Texas
$203K -$69.5K -5,889 -26%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$148K
Osaic Holdings
25
Osaic Holdings
Arizona
$140K -$59.6K -5,045 -30%

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.