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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

196 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, 76 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.63%
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
76
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$72.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.49M
3
Bank of America
Bank of America
North Carolina
$86.4M
4
AFG
Atomi Financial Group
New York
$0
5
AWS
Atria Wealth Solutions
New York
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.8M -$424K -23,249 -13%
SPIA
27
Steward Partners Investment Advisory
New York
$2.65M -$75.2K -4,121 -3%
CA
28
Clearstead Advisors
Ohio
$2.54M -$42.6K -2,333 -2%
SC
29
Savant Capital
Illinois
$2.46M -$2.74K -150 -0.1%
PCM
30
Pointe Capital Management
Michigan
$2.39M -$36 -2 -0%
JWCA
31
J.W. Cole Advisors
Florida
$2.28M -$15.4K -844 -0.7%
PWA
32
Prairie Wealth Advisors
Nebraska
$2.18M +$186K +10,219 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.17M -$402K -22,018 -16%
FFS
34
Founders Financial Securities
Maryland
$2.03M +$266K +14,575 +15%
RAM
35
Readystate Asset Management
Illinois
$2M +$1.33M +72,917 +200%
Invesco
36
Invesco
Georgia
$1.96M +$150K +8,232 +8%
Mariner
37
Mariner
Kansas
$1.93M +$34.8K +1,909 +2%
MWA
38
Meridian Wealth Advisors
Texas
$1.78M – – –
ACP
39
Aviance Capital Partners
Florida
$1.77M -$40.3K -2,210 -2%
CWM
40
Calamos Wealth Management
Illinois
$1.55M – – –
CTC
41
Central Trust Company
Missouri
$1.54M -$95.3K -5,225 -6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.53M +$370K +20,267 +32%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.48M +$55K +3,016 +4%
PAG
44
Private Advisor Group
New Jersey
$1.32M +$74.5K +4,084 +6%
LSPW
45
Lake Street Private Wealth
Illinois
$1.19M +$24.6K +1,350 +2%
OC
46
Oppenheimer & Co
New York
$1.18M +$8.3K +455 +0.7%
NA
47
NewEdge Advisors
Louisiana
$1.13M -$29.8K -1,632 -3%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$1.09M -$3.47K -190 -0.3%
KAS
49
Kestra Advisory Services
Texas
$1.04M +$1K +55 +0.1%
KIM
50
Karpus Investment Management
New York
$1.01M +$36.3K +1,990 +4%
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