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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

194 hedge funds and large institutions have $634M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
75
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$6.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$11M
3
CA
3
Cornerstone Advisors
North Carolina
$26.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.98M
5
SWP
5
Stratos Wealth Partners
Ohio
$9.35M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$72.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.49M
3
Bank of America
3
Bank of America
North Carolina
$86.4M
4
AFG
4
Atomi Financial Group
New York
$0
5
AWS
5
Atria Wealth Solutions
New York
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.8M 153,564 -23,249 -13%
SPIA
27
Steward Partners Investment Advisory
New York
$2.65M 145,072 -4,121 -3%
CA
28
Clearstead Advisors
Ohio
$2.54M 139,285 -2,333 -2%
SC
29
Savant Capital
Illinois
$2.46M 134,743 -150 -0.1%
PCM
30
Pointe Capital Management
Michigan
$2.39M 131,220 -2 -0%
JWCA
31
J.W. Cole Advisors
Florida
$2.28M 125,008 -844 -0.7%
PWA
32
Prairie Wealth Advisors
Nebraska
$2.18M 119,736 +10,219 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.17M 118,806 -22,018 -16%
FFS
34
Founders Financial Securities
Maryland
$2.03M 111,305 +14,575 +15%
RAM
35
Readystate Asset Management
Illinois
$2M 109,462 +72,917 +200%
Invesco
36
Invesco
Georgia
$1.96M 107,541 +8,232 +8%
Mariner
37
Mariner
Kansas
$1.93M 106,036 +1,909 +2%
MWA
38
Meridian Wealth Advisors
Texas
$1.78M 97,722 – –
ACP
39
Aviance Capital Partners
Florida
$1.77M 97,262 -2,210 -2%
CWM
40
Calamos Wealth Management
Illinois
$1.55M 85,160 – –
CTC
41
Central Trust Company
Missouri
$1.54M 84,515 -5,225 -6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.53M 84,075 +20,267 +32%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.48M 81,223 +3,016 +4%
PAG
44
Private Advisor Group
New Jersey
$1.32M 72,393 +4,084 +6%
LSPW
45
Lake Street Private Wealth
Illinois
$1.19M 65,448 +1,350 +2%
OC
46
Oppenheimer & Co
New York
$1.18M 64,763 +455 +0.7%
NA
47
NewEdge Advisors
Louisiana
$1.13M 62,018 -1,632 -3%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$1.09M 59,964 -190 -0.3%
KAS
49
Kestra Advisory Services
Texas
$1.04M 57,224 +55 +0.1%
KIM
50
Karpus Investment Management
New York
$1.01M 55,333 +1,990 +4%
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