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CGO

Calamos Global Total Return Fund

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: 3938 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.96M +$125K +10,777 +3%
LPL Financial
2
LPL Financial
California
$2.43M -$146K -12,590 -6%
SFS
3
Shaker Financial Services
Virginia
$2.1M -$363K -31,188 -15%
PS
4
Principal Securities
Iowa
$2M -$57.2K -4,915 -3%
GC
5
Guggenheim Capital
Illinois
$1.96M +$33.7K +2,902 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.86M -$37.7K -3,246 -2%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.81M -$160K -13,756 -8%
AAM
8
Advisors Asset Management
Colorado
$1.22M -$48.2K -4,144 -4%
PWA
9
Prairie Wealth Advisors
Nebraska
$1.01M -$1.03M -88,575 Closed
WAM
10
Wolverine Asset Management
Illinois
$873K -$168K -14,439 -16%
UBS Group
11
UBS Group
Switzerland
$835K -$132K -11,386 -13%
Cohen & Steers
12
Cohen & Steers
New York
$652K +$316K +27,190 +90%
HI
13
Harbour Investments
Wisconsin
$566K -$31.5K -2,709 -5%
BCM
14
Brookstone Capital Management
Illinois
$542K +$30.1K +2,591 +6%
PFO
15
PMG Family Office
Texas
$495K -$14.5K -1,247 -3%
Invesco
16
Invesco
Georgia
$459K +$251K +21,561 +115%
Bank of America
17
Bank of America
North Carolina
$424K +$3.38K +291 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$316K +$185K +15,869 +134%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$301K -$14.9K -1,279 -5%
GJWM
20
Gilliland Jeter Wealth Management
Arkansas
$234K
Stifel Financial
21
Stifel Financial
Missouri
$229K +$4.85K +417 +2%
KAS
22
Kestra Advisory Services
Texas
$194K +$1.58K +136 +0.8%
NA
23
NewEdge Advisors
Louisiana
$186K -$11.6K -1,000 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$141K +$1K +86 +0.7%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$128K +$131K +11,263 New

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.