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Calamos Strategic Total Return Fund

201 hedge funds and large institutions have $645M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $556M → $645M (+$88.2M)

1% more funds holding

Funds holding: 199201 (+2)

0.36% more ownership

Funds ownership: 21.68%22.03% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
78
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.45M -$6.93K -418 -0.2%
SA
27
Sanctuary Advisors
Indiana
$3.21M +$71.2K +4,297 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.8M -$385K -23,249 -13%
SPIA
29
Steward Partners Investment Advisory
New York
$2.65M -$68.3K -4,121 -3%
CA
30
Clearstead Advisors
Ohio
$2.54M -$38.7K -2,333 -2%
SC
31
Savant Capital
Illinois
$2.46M -$2.49K -150 -0.1%
PCM
32
Pointe Capital Management
Michigan
$2.39M -$33 -2 -0%
JWCA
33
J.W. Cole Advisors
Florida
$2.28M -$14K -844 -0.7%
PWA
34
Prairie Wealth Advisors
Nebraska
$2.18M +$169K +10,219 +9%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.17M -$365K -22,018 -16%
FFS
36
Founders Financial Securities
Maryland
$2.03M +$242K +14,575 +15%
RAM
37
Readystate Asset Management
Illinois
$2M +$1.21M +72,917 +200%
Invesco
38
Invesco
Georgia
$1.96M +$136K +8,232 +8%
Mariner
39
Mariner
Kansas
$1.93M +$31.6K +1,909 +2%
MWA
40
Meridian Wealth Advisors
Texas
$1.78M
ACP
41
Aviance Capital Partners
Florida
$1.77M -$36.6K -2,210 -2%
CWM
42
Calamos Wealth Management
Illinois
$1.55M
CTC
43
Central Trust Company
Missouri
$1.54M -$86.6K -5,225 -6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.53M +$336K +20,267 +32%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.48M +$50K +3,016 +4%
PAG
46
Private Advisor Group
New Jersey
$1.32M +$67.7K +4,084 +6%
LSPW
47
Lake Street Private Wealth
Illinois
$1.19M +$22.4K +1,350 +2%
OC
48
Oppenheimer & Co
New York
$1.18M +$7.54K +455 +0.7%
NA
49
NewEdge Advisors
Louisiana
$1.13M -$27K -1,632 -3%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$1.09M -$3.15K -190 -0.3%

CSQ Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2025, worth a combined $645M — up 16% from $556M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CSQ positions and 12 closed out — a net gain of 4 holders — while 78 added to existing stakes and 54 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $4.15M. The largest seller was UBS Group, cutting an estimated $2.87M.

  • 201 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2025, up from 199 in Q1 2025.
  • Funds reported $645M of Calamos Strategic Total Return Fund stock for Q2 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Calamos Strategic Total Return Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Calamos Strategic Total Return Fund seller in Q2 2025 was UBS Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2025.