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Calamos Strategic Total Return Fund

208 hedge funds and large institutions have $722M invested in Calamos Strategic Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $645M → $722M (+$77M)

3% more funds holding

Funds holding: 201208 (+7)

1.29% more ownership

Funds ownership: 22.03%23.33% (+1.3%)

Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
67
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$3.94M -$49.3K -2,651 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.65M -$64.9K -3,490 -2%
SA
28
Sanctuary Advisors
Indiana
$3.37M -$23.3K -1,255 -0.7%
PFO
29
PMG Family Office
Texas
$3.02M +$2.91M +156,767 New
KIM
30
Karpus Investment Management
New York
$2.95M +$1.81M +97,341 +176%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.89M -$66.8K -3,593 -2%
CA
32
Clearstead Advisors
Ohio
$2.67M -$20.3K -1,095 -0.8%
WIA
33
World Investment Advisors
California
$2.66M +$2.56M +137,800 New
SPIA
34
Steward Partners Investment Advisory
New York
$2.6M -$191K -10,281 -7%
SC
35
Savant Capital
Illinois
$2.6M
PCM
36
Pointe Capital Management
Michigan
$2.53M +$19 +1 +0%
PWA
37
Prairie Wealth Advisors
Nebraska
$2.4M +$87.8K +4,725 +4%
JWCA
38
J.W. Cole Advisors
Florida
$2.32M -$92.6K -4,985 -4%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.31M +$16K +860 +0.7%
FFS
40
Founders Financial Securities
Maryland
$2.29M +$138K +7,425 +7%
Mariner
41
Mariner
Kansas
$2M -$42.2K -2,272 -2%
Invesco
42
Invesco
Georgia
$1.89M -$181K -9,717 -9%
MWA
43
Meridian Wealth Advisors
Texas
$1.89M
ACP
44
Aviance Capital Partners
Florida
$1.86M -$19.4K -1,042 -1%
WAM
45
Wolverine Asset Management
Illinois
$1.78M +$1.71M +92,123 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.74M +$171K +9,184 +11%
CWM
47
Calamos Wealth Management
Illinois
$1.64M
CTC
48
Central Trust Company
Missouri
$1.63M
RAM
49
Readystate Asset Management
Illinois
$1.58M -$514K -27,636 -25%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.56M -$64.2K -3,456 -4%

CSQ Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2025, worth a combined $722M — up 12% from $645M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CSQ positions and 12 closed out — a net gain of 11 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $14.4M. The largest seller was Wells Fargo, cutting an estimated $1.87M.

  • 208 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2025, up from 201 in Q2 2025.
  • Funds reported $722M of Calamos Strategic Total Return Fund stock for Q3 2025, up 12% quarter-over-quarter.
  • 23 funds opened new Calamos Strategic Total Return Fund positions in Q3 2025 and 12 closed out, a net change of +11 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $14.4M added.
  • The largest Calamos Strategic Total Return Fund seller in Q3 2025 was Wells Fargo, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2025.