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Calamos Strategic Total Return Fund

217 hedge funds and large institutions have $664M invested in Calamos Strategic Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 51

1% more funds holding

Funds holding: 214217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 24.07%24.05% (-0.02%)

11% less capital invested

Capital invested by funds: $744M → $664M (-$80.5M)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
77
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.4M +$10.3K +549 +0.7%
Invesco
52
Invesco
Georgia
$1.31M -$147K -7,859 -9%
LSPW
53
Lake Street Private Wealth
Illinois
$1.27M +$156K +8,300 +13%
OC
54
Oppenheimer & Co
New York
$1.25M +$72.7K +3,879 +6%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$1.13M +$1.24M +66,275 New
SCA
56
Snowden Capital Advisors
New York
$1.13M +$35.3K +1,884 +3%
NA
57
NewEdge Advisors
Louisiana
$1.1M +$26.5K +1,412 +2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.08M +$152K +8,110 +15%
MFIM
59
Mesirow Financial Investment Management
Illinois
$1.04M +$105K +5,584 +10%
CTC
60
Central Trust Company
Missouri
$1.03M +$1.74K +93 +0.2%
HI
61
Harbour Investments
Wisconsin
$986K +$31.5K +1,681 +3%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$930K -$114K -6,093 -10%
DWM
63
Dakota Wealth Management
Florida
$918K +$201K +10,725 +25%
M&T Bank
64
M&T Bank
New York
$782K
WA
65
Waverly Advisors
Alabama
$774K +$39.2K +2,091 +5%
DJYG
66
David J. Yvars Group
Florida
$730K +$216K +11,518 +36%
CIA
67
Concurrent Investment Advisors
Florida
$721K +$29.8K +1,590 +4%
PI
68
PFG Investments
New York
$680K -$23.8K -1,269 -3%
WWM
69
Western Wealth Management
Colorado
$664K
PVM
70
Palogic Value Management
Texas
$664K
QFW
71
QTR Family Wealth
Florida
$610K +$487 +26 +0.1%
PNFS
72
PW Nova Financial Services
Pennsylvania
$606K +$131 +7 +0%
Jane Street
73
Jane Street
New York
$602K +$660K +35,181 New
BPA
74
Beacon Pointe Advisors
California
$599K +$341K +18,176 +108%
ACA
75
Aptus Capital Advisors
Alabama
$592K +$217K +11,594 +51%

CSQ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2026, worth a combined $664M — down 11% from $744M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSQ positions and 12 closed out — a net gain of 8 holders — while 77 added to existing stakes and 51 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $32.9M sold.

  • 217 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2026, up from 214 in Q4 2025.
  • Funds reported $664M of Calamos Strategic Total Return Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2026 and 12 closed out, a net change of +8 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q1 2026 was Karpus Investment Management, an estimated $11.2M added.
  • The largest Calamos Strategic Total Return Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2026.