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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
PAG
51
Private Advisor Group
New Jersey
$1.48M +$80.7K +4,342 +6%
OC
52
Oppenheimer & Co
New York
$1.29M +$42.7K +2,300 +4%
KAS
53
Kestra Advisory Services
Texas
$1.27M +$161K +8,684 +15%
Comerica Bank
54
Comerica Bank
Texas
$1.27M +$217K +11,664 +22%
LSPW
55
Lake Street Private Wealth
Illinois
$1.26M
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$1.24M +$1.2M +64,418 New
USCWA
57
U.S. Capital Wealth Advisors
Texas
$1.22M +$62.8K +3,377 +6%
NA
58
NewEdge Advisors
Louisiana
$1.16M -$34.1K -1,835 -3%
HI
59
Harbour Investments
Wisconsin
$1.05M +$8.64K +465 +0.9%
MFIM
60
Mesirow Financial Investment Management
Illinois
$1.01M +$688 +37 +0.1%
M&T Bank
61
M&T Bank
New York
$881K +$12.9K +695 +2%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$881K +$18.9K +1,015 +2%
Citadel Advisors
63
Citadel Advisors
Florida
$872K +$419K +22,550 +100%
WA
64
Waverly Advisors
Alabama
$819K -$22.1K -1,191 -3%
NAS
65
NWF Advisory Services
California
$774K
PI
66
PFG Investments
New York
$768K +$40.4K +2,172 +6%
PVM
67
Palogic Value Management
Texas
$748K
Jane Street
68
Jane Street
New York
$736K +$392K +21,075 +123%
SCA
69
Snowden Capital Advisors
New York
$686K -$985 -53 -0.1%
QCIG
70
Quad-Cities Investment Group
Iowa
$635K -$149 -8 -0%
KPWS
71
Kestra Private Wealth Services
Texas
$629K +$14.7K +791 +2%
QFW
72
QTR Family Wealth
Florida
$623K +$600K +32,301 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$620K
Goldman Sachs
74
Goldman Sachs
New York
$610K
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$596K

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.