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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 %
HI
51
Harbour Investments
Wisconsin
$987K -$57.9K -3,174 -6%
Comerica Bank
52
Comerica Bank
Texas
$984K +$24.2K +1,325 +3%
MFIM
53
Mesirow Financial Investment Management
Illinois
$954K +$748 +41 +0.1%
M&T Bank
54
M&T Bank
New York
$821K – – –
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$815K +$815K +44,660 New
WA
56
Waverly Advisors
Alabama
$796K -$2.92K -160 -0.4%
GLA
57
Good Life Advisors
Pennsylvania
$753K +$543K +29,752 +258%
PVM
58
Palogic Value Management
Texas
$708K – – –
PI
59
PFG Investments
New York
$687K +$102K +5,609 +18%
SCA
60
Snowden Capital Advisors
New York
$650K -$19.1K -1,047 -3%
AWA
61
Arete Wealth Advisors
Illinois
$627K +$1.81K +99 +0.3%
FG
62
Fairman Group
Pennsylvania
$603K – – –
QCIG
63
Quad-Cities Investment Group
Iowa
$600K -$2.3K -126 -0.4%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$592K +$157K +8,610 +36%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$587K – – –
KPWS
66
Kestra Private Wealth Services
Texas
$580K +$69.5K +3,812 +14%
Goldman Sachs
67
Goldman Sachs
New York
$577K – – –
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$563K – – –
KA
69
Kovack Advisors
Florida
$562K +$562K +30,825 New
GWSG
70
GPS Wealth Strategies Group
Colorado
$550K – – –
BCM
71
Brookstone Capital Management
Illinois
$543K +$105K +5,764 +24%
WWA
72
WCG Wealth Advisors
Nevada
$509K +$198K +10,882 +64%
IWC
73
Integrated Wealth Concepts
Massachusetts
$504K +$6.44K +353 +1%
DJYG
74
David J. Yvars Group
Florida
$493K +$31.3K +1,720 +7%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$492K +$50.3K +2,759 +11%
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