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Calamos Strategic Total Return Fund

214 hedge funds and large institutions have $744M invested in Calamos Strategic Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 208214 (+6)

3% more capital invested

Capital invested by funds: $722M → $744M (+$22.4M)

0.75% more ownership

Funds ownership: 23.33%24.07% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
76
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.07M +$34.5K +1,814 +0.9%
DC
27
Davenport & Co
Virginia
$3.9M -$13.3K -699 -0.3%
SA
28
Sanctuary Advisors
Indiana
$3.19M -$160K -8,395 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.17M -$456K -23,933 -13%
WAM
30
Wolverine Asset Management
Illinois
$3.05M +$1.27M +66,850 +73%
PFO
31
PMG Family Office
Texas
$3.01M +$2.42K +127 +0.1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.92M +$35.5K +1,863 +1%
1CP
33
1607 Capital Partners
Virginia
$2.9M +$2.88M +151,209 New
WIA
34
World Investment Advisors
California
$2.81M +$164K +8,591 +6%
CA
35
Clearstead Advisors
Ohio
$2.6M -$52.8K -2,771 -2%
SC
36
Savant Capital
Illinois
$2.6M +$11.4K +600 +0.4%
PWA
37
Prairie Wealth Advisors
Nebraska
$2.58M -$2.37M -124,461 Closed
SPIA
38
Steward Partners Investment Advisory
New York
$2.57M -$19.1K -1,004 -0.7%
JWCA
39
J.W. Cole Advisors
Florida
$2.29M -$17.7K -931 -0.8%
FFS
40
Founders Financial Securities
Maryland
$2.28M
HighTower Advisors
41
HighTower Advisors
Illinois
$2.25M -$45.9K -2,413 -2%
PCM
42
Pointe Capital Management
Michigan
$2.17M -$350K -18,378 -14%
ACP
43
Aviance Capital Partners
Florida
$1.89M +$46K +2,414 +3%
MWA
44
Meridian Wealth Advisors
Texas
$1.88M
Mariner
45
Mariner
Kansas
$1.87M -$124K -6,496 -6%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.84M +$108K +5,664 +6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.76M +$209K +11,000 +14%
CWM
48
Calamos Wealth Management
Illinois
$1.64M
Invesco
49
Invesco
Georgia
$1.62M -$254K -13,321 -14%
PAG
50
Private Advisor Group
New Jersey
$1.56M +$88.7K +4,659 +6%